Year-end Personal Tax Update

Income tax rules and regulations are constantly changing, and often represent the most complex area of business and personal financial planning. The passage of the 2017 Tax Act significantly altered the individual income tax planning landscape for 2018 and beyond. Almost two years later, aided by regulatory and other guidance, we have completed our initial pass through the maze of tax reform and come out with a better understanding of the tax impacts and potential pivot points, some of which may require action before the end of 2019.

Hear Steve Johnson, Deloitte Tax LLP, talk about the issues that you should consider for end of year tax planning. He has spoken widely on the topics of individual tax planning, including year-end planning and retirement planning. Stephen has over 20 years of experience with Deloitte ranging from corporate and partnership work to his current specialty of individual income taxes.

About SIFM: SIFM is an exclusive network of insurance financial professionals from global insurance, reinsurance companies, public accounting firms and their servicing organizations.  Membership grants exclusive access to our network of industry peers, resources and expert knowledge. Click to view upcoming conference agenda and read speaker bios.

For more information contact:  Diane Mensinger (973 303 6297) or visit SIFM.org.



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