Date/Time
Date(s) - 02/05/2020
3:00 pm - 5:00 pm

Location
Round Hill Country Club

Categories No Categories


Are you prepared to help your clients navigate the changing tax laws and the challenges and opportunities they present? Join us and learn from tax expert Meredith Johnson. Her presentation will include: RMDs, concentrated positions, using Charitable Remainder Trusts to increase cash flow, equity based compensation, small business deductions, and estate planning.
Presented by: Meredith Johnson, CPA, CFP®, Director of Tax; BPM
Sponsored by: Invesco – – Alex Hayes