Tax Reform Highlights

Date: Wednesday, October 17, 2018
Time: 11:45am - 1:15pm
Speaker: Speaker: Katie Vander Veen CPA

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TAX REFORM HIGHLIGHTS

presented by Katie Vander Veen, CPA, CVA

On December 22, 2017 President Donald Trump signed the “Tax Cuts and Jobs Act” into law.  Do you have questions about the changes to the tax laws contained in this bill? Does it provide any new opportunities for your estate planning clients?  Are there potential pitfalls created by this legislation that you and your clients should be aware of?

To provide you with the highlights of the tax reform bill and to address your questions, the Estate Planning Council of San Bernardino County is pleased to welcome Katie Vander Veen, CPA, CVA to our October meeting.

Ms. Vander Veen is a Certified Public Accountant and Certified Valuation Analyst with Soren McAdam, LLP in San Bernardino.  She holds degrees in accounting and taxation.  Ms. Vander Veen currently serves as the co-chair of the Financial Literacy Committee for California Society of CPA’s, Inland Empire Chapter.  She has previously served as the chairperson of the same committee at the state level. 

Join us for lunch and hear about the key changes to the tax laws - please RSVP below and mark your calendars!

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