Tax Strategies Under the New Tax Law

Date: Tuesday, November 6, 2018
Time: 5:30pm - 7:30pm
Location: The Vue Grille & Bar 44-500 Indian Wells Lane, Indian Wells
Speaker: William J. Healey III, CPA/PFS JD

Tax Strategies Under the New Tax Law

Speaker:  William J. Healey III, CPA/PFS JD

William J. Healey III is a CPA who has been in the practice of public accounting for over 35 years.  Bill holds a Juris Doctorate degree with law review status from the University of Akron School of Law and a specialty designation of Personal Financial Specialists in financial planning from the American Institute of CPAs.  He has been an instructor for the University of California at Riverside in the Certificated Financial Planning Program and has presented numerous lectures, workshops, and presentations on accounting, tax, business, and financial planning topics to groups including the American Medical Association and similar organizations. He has been featured in Accounting Today and is a Five Star Award recipient listed in Palm Springs Life.

Topic:

The presentation topic will be “Tax Strategies Under the New Tax Law” and will explain the new tax law impact on individuals, businesses and estates and trusts. A lively and entertaining romp through the new law with applications and examples to illustrate the effects and highlight planning opportunities.

Note: This meeting is the First Tuesday in November.

Thank you to our Silver Sponsor!
Rehburg Life Insurance Settlements

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