Please mark your calendars to attend our March CE Meeting & Cocktail Reception.
We are coming to the West Chester area to accommodate our members in that region as well as our DE members and we hope to see you there!
3:45 p.m. - Registration (MISS THE RUSH HOUR TRAFFIC!)
4:00 p.m. - First Education Presentation
5:10 p.m. - Second Education Presentation
6:10 - 7:30 p.m. - Networking, Cocktails & Hors d'oeuvres
(MISS THE RUSH HOUR TRAFFIC!
"Where's the Exit?"
presented by Michael Lefkowitz, Founder and Managing Partner of the Benjamin Ross Group
(One hour of CFP® CE pending approval)
Michael will discuss the various options available to exit your business, when the proper time is to plan for your exit, how to plan accordingly, and the four most common mistakes business owners make when selling their business.
Michael authored the book, Where's The Exit, a copy of which will be given to each attendee.
"Understanding the New Tax Law"
presented by Paul Clough, CPA, MBA, Fresnel Partners
(One hour of CFP® & PA Insurance CE approved)
In December 2017, Federal tax law changed more than it has over the past 30 years. Paul will discuss major aspects of how the law changed and how it will impact people. Will these changes be favorable? Not favorable? What can be done to maximize the advantages? The session will cover:
- Key tax law changes affecting businesses
- What choices do you have under the new structure?
- Specific actions you can take this year to reduce your taxes
Attendees will gain a high-level understanding of the major changes to federal taxation for individuals and pass through entities from the Tax Cuts and Jobs Act and become conversant with tax planning issues for their clients.
6:10-7:30 p.m. - Networking, Cocktails (one free drink ticket) and heavy hors d'oeuvres