New Tax Law Webinar: Wealth Planning Considerations

By Austin V. Shapard

President & Chief Executive Officer

By Jody R. King, CPA

Vice President & Director of Financial Planning

The Tax Cuts and Jobs Act represents the most significant change in the U.S. Tax Code in thirty years. View a replay of our January 18, 2018 webinar to learn about the key considerations for high-net-worth individuals.

Vice President and Director of Client Services Jody R. King, JD, CPA  shares insights based on her recent article.  She is joined by Austin V. Shapard, President & CEO, who moderates the discussion and shares additional insights.

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