Impact of Tax Reform on Business Owners 

GREATER CHICAGO CHAPTER EVENT

Impact of Tax Reform on Business Owners


Examine the changes that the Tax Cuts & Jobs Act introduced to our tax code. Discuss the impact of these changes to individual tax returns and business returns. Review any changes in strategies and areas of focus that an individual and business owner should have to reduce their tax liabilities. 

Learning Objectives:

  • Key changes to the tax code 
  • Tax reduction strategies 
  • New areas of tax planning focus for business owners

 

About the Presenters:

Learn from industry experts including Donald Duncan and Tim Stuart.

 

About EPI Local Chapters

EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend.  Join the next local chapter meeting or event in your area.

Doors open at 7:30 A.M. at Lloyd’s Chicago.

Address: One South Wacker, S Wacker Dr, Chicago, IL 60606

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIChicago.org.

About the Presenters


Donald Duncan

Donald Duncan

MBA, CFA®, CFP®, CPA

View Bio

Tim Stuart

Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.