Videos
New Tax Law Webinar: Wealth Planning Considerations
President & Chief Executive Officer
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.