You are invited to attend Tax Cuts and Jobs Act Overview, a
complimentary, informational workshop, designed specifically to
discuss how the tax law changes may allow individuals and business
owners to save income taxes and how the estate and gift tax changes
may provide you with a window of opportunity for additional planning
to maximize the assets you pass to your heirs.You will learn:
o how the new income tax brackets and changes to deductions could
impact individuals
o how the tax law changes are likely to impact business owners
o how to have a conversation with your tax advisor about these
changes
o how the estate and gift tax changes create an opportunity for some
to transfer additional wealth to the next generation
Seminar Workshop and Insurance Sales Presentation Sponsored By:
Roberta Halfmann
Agent, New York Life Insurance Company
Registered Representative offering securities through NYLIFE
Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency
This seminar and insurance sales presentation is for informational
purposes only. This represents an understanding of generally
applicable rules. New York Life Insurance Company, its agents or
employees may not give legal, tax or accounting advice. Attendees
should consult their own professional advisors prior to implementing
any planning strategies.
© 2018 New York Life Insurance Company. All rights reserved. SMRU
1763605 (exp. 12.31.2018)
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27/09/2018 Last update