NOT SINCE 1986 HAS THERE BEEN SUCH A MAJOR TAX REFORM! Feb 13th


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You can submit your own question about finance in complete anonymity before February 12th. About 5 chosen questions will be addressed after the talk. Remember, there are no dumb questions! Email Maria Kutscher: maria.kutscher@ustrust.com

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Marilyn Blank, Tax professional/CPA, Jillian Kinsey, Estate Planning Attorney, moderated by Maria Kutscher, CFA, CFP®, are joining together to bring you an important presentation on how to save money as the result of this year's tax reform. These women are top notch in their fields and will bring you vital information that you must know to save money on taxes.

Here's what you'll learn:

  • The changes in individual tax rates from 2017 to 2018 - who will benefit and who will not

  • How to steal/save the current inflated estate tax exemption amount which will sunset after 2025

  • Ways to have your cake and eat it too: Revising existing estate plans to utilize a double step up in basis

  • The smart use of trusts in light of the ever-changing estate tax exemption laws

  • Who gets to take the advantage of the new pass-through rules

  • The disappearing itemized deductions - mortgage interest, property taxes, state taxes, unreimbursed employee business expenses

WHEN: FEBRUARY 13TH, 2018

5:00 PM - 8:30 PM

5:00 p.m. - Networking

5:45 p.m. - Dinner

6:45 p.m. - Program

WHERE: THE CENTER CLUB

650 TOWN CENTER DR.,

COSTA MESA, CA 92626

COST: $50.00 EACH

TABLES: $500.00 (TABLE OF 10)

PREMIUM TABLES: $750 (FOR TABLE OF 10) INCLUDES $250.00 FOR WISE CHARITIES

The evening starts at 5:00 with the reception and fabulous $5 glass of wine while you mingle. Buffet Dinner featuring Farm to Table fare and decadent dessert items begins at 5:30. The program starts at 6:15.