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
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 Columbia Club Dues Paying Member
$70 for Columbia Club Dues Paying Member with 1 Guest
$55 for Columbia University Alumni
$65 for General Admission
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.
