Our 2019 Tax Planning Seminar will help you get a leg up on what’s happening in tax reform and how it affects your business.

8:30 AM – registration / networking; 9:00 AM – 10:30 AM – presentation
4350 Glendale-Milford Road, Blue Ash, Ohio

Here are just a few of the topics, our presenters will be covering:

  • Charitable Giving: Bunch charitable contributions, donor advised funds, giving appreciated stock, required minimum distribution
  • Deductions: standard deductions versus itemized, gifting to reduce future estate tax
  • Retirement: Don’t lose it, maximize employer match, 529 contributions, withholdings
  • Business: QBID, passive activity rules, overlooked tax credits, legal entity structuring, accounting methods, QOZ, conservation easement and oil and gas investing

Whether you are an individual or a business owner, the new tax laws that are taking place on the 2019 returns will affect you in some way. Get ahead of the changes and prepare for any uncertainties that may arise!