August 8 breakfast meeting

August 8 Breakfast Meeting

8:30 am - breakfast and networking

9 - 10:50 am - presentation

"Tax Cuts and Jobs Act - One Year Later and What you can learn from your Client’s 1040" - Granted 2 CFP credits

This presentation will review the impact of the Tax Cuts and Jobs Act of 2017 as it relates to planning for individuals and the lessons learned in dealing with the new law. It will also review how planners can use their client’s tax returns to identify opportunities to provide better services to them. After this program, planners will be in a position to strengthen their relationship with their clients.

Presented by James R. Boughner, CFP, CPA, Tax Director, Schneider Downs

It will be held at the Rivers Club, One Oxford Center, 301 Grant Street, downtown Pittsburgh.

There is no charge for FPA members or first time guests. Non members pay $35.

More Details

  • When

  • Thursday, August 8, 2019
    8:30 AM - 10:50 AM

  • Where

  • Rivers Club, One Oxford Center, 301 Grant Street, downtown Pittsburgh
    301 Grant Street
    Pittsburgh, Pennsylvania 15219

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