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The Tax Code Changed. How Will You File in 2018?

  • Naples Wealth Planning 1016 Collier Center Way Naples, FL, 34110 United States (map)
 
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Mackenzie Fluharty - Financial Advisor

Mackenzie Fluharty - Financial Advisor

Do The New Tax Cuts Effect My Donations & Charitable Giving?

What Investment Expenses Are Deductible?

Can I Deduct My Mortgage Payments?

I am Self Employed, How Do I Maximize My Retirement Savings?

Can I Claim The New Small Business Deduction?

 What About The Deduction For My Children? 

The 2018 Tax Filing season may be a few months away but with the recent tax law changes from the Tax Cuts & Jobs Act (TCJA) it is important to start planning ahead.

 On October 25 Ron Gustason, CPA of Rogers Wood Hill Starman & Gustason, PA will be presenting on ways you can start preparing early:

  • Double Checking Your Withholding

  • Taking a Required Minimum Distribution

  • Contributing to a Retirement Account

  • Maximizing Your Charitable Giving 

Ron will also be speaking about the new tax law & implications that may effect your filing this year.  

THURSDAY - October 25, 2018

6:30 pm until 7:30 pm

Refreshments & Hors D’Oeuvres Will Be Served

1016 Collier Center Way, Suite 201 Naples, FL 34110

 RSVP! To Mackenzie Fluharty, Financial Advisor

MFluharty@NaplesWealthPlanning.com

239-431-3652

 
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Ron Gustason, CPA is an honors graduate of one of America’s most highly-regarded school of accounting, the University of Illinois. As the firm’s senior partner, he has over thirty-five years of experience in Naples. Ron is a Florida CPA. His extensive experience working with a variety of small business and other professionals in our community enables him to consistently find practical solutions to the business and tax problems confronting our clients. Ron is a member of The Rotary Club of Naples and serves on the board of directors of St. Matthew’s House, Inc.

Location: 1016 Collier Center Way, Suite 201, Naples, FL 34110

 



Earlier Event: September 17
Get Your Money Right Seminar