Wednesday, January 23, 2019
WCNJ friend and sponsor, Sax LLP, will discuss the recent tax reform changes and how best to leverage them in your own personal and business planning. Stuart Berger, Partner at Sax LLP and Joseph Piela, Wealth Advisor at Sax Wealth Advisors will lead the presentation and shed light on planning opportunities that have emerged from the new tax law.
Topics will include:
- Overview of the 2017 Tax Reform
- Primary Business and Personal Tax Updates
- Year-End Tax Planning Tips
- 2018-2019 Changes in Annual Limits
(Scroll down to read speaker biographies.)
Agenda:
· 6:00 pm - 7:00 pm Dinner and Networking
· 7:00 pm - 7:15 pm Club Business and Introductions
· 7:15 pm - 8:30 pm Program and Q&A
· 8:30 pm - 9:00 pm More Networking
Pricing: (Scroll down to purchase tickets)
$35 for Supporting Member*
$70 for Supporting Member with 1 Guest
$55 for Basic Member* - See Special Opportunity below
$65 for all other guests
*A SUPPORTING (Dues Paying) WCNJ MEMBER is: any Wharton or University of Penn alum who is a dues-paying member in one of the following categories:
- New Graduate (1st Year after Graduation) or Current Student
- Young Alum (between 1 and 5 years after Graduation)
- Standard 1-Year Member
- Standard 2-Year Member
- Dual WCNJ-Penn Metro Club of NJ Member
- Dual WCNJ-Wharton Health Care Management Alumni Association Member
*A BASIC WCNJ MEMBER is: any Wharton or University of Penn alum living or working in New Jersey who is a non-dues-paying member.
SPECIAL OPPORTUNITY FOR BASIC MEMBERS:
If you are currently a non-dues-paying member (Basic Member) and if you become a dues-paying member (Supporting Member) within a week of attending this event (by 1/30/2019) we will refund the premium that you paid ($20) as a thank you.
As a supporting member, you can take advantage of other Club activities (e.g., Leads Councils, Speakers’ Bureau, special interest groups like Wharton NJ Women) that are only open to Supporting Members.
Basic Members (Wharton and Penn Alumni) and Other Guests please scroll down to register for the event.
About Our Speakers
Stuart Berger, CPA is a Partner at Sax LLP and for more than 30 years, he has provided industry-specific tax and advisory services, with a special emphasis on helping family-owned businesses realize their full profit potential and maximize tax benefits.He can be reached at [email protected].
Joseph Piela, CFP® is a Wealth Advisor at Sax Wealth Advisors and has more than 15 years of experience with investing, insurance, financial planning and estate planning for high-net-worth individuals, families and businesses.He can be reached at [email protected].
By registering for this event, I give permission for WCNJ to use any photographs or videos of me taken at the event on its website, social media or in promotional materials without compensation. I understand that WCNJ or its members own the copyrights to all photographs and video taken at the event.
