Altfest Thought Leadership Series: 2017 Tax Planning Strategies and Trump’s Tax Plan


  • share
  • tweet
  • share
  • email

Altfest Thought Leadership Series #1:
2017 Tax Planning Strategies and Trump’s Tax Plan
Wednesday, November 29th, 2017
6:00pm – 7:30pm
Personal Financial Planning
In honor of Lew Altfest’s recently released Personal Financial Planning textbook (2nd edition), Altfest Personal Wealth Management is launching a new education series: Altfest Thought Leadership Series, focused on topics of financial wellness.

From our 2017 client survey, 80% of our clients are interested in more tax planning. On November 29th, we will discuss common strategies to reduce taxes. We will also discuss how Trump’s tax plan could affect you and your plan.

We invite you, your friends and family to join us at our first session: 2017 Tax Planning Strategies and Trump’s Tax Plan, presented by Joe Bublé, CPA, head of tax practice and partner at Citrin Cooperman, Andrew Altfest, CFP®, MBA and James Bassett, CFA at Altfest Personal Wealth Management.

Hors d’oeuvres and wine will be served.

Event Details:
Where: Altfest Personal Wealth Management,
445 Park Avenue, 6th Floor, New York, NY
When: Wednesday, November 29th, 2017
Time: 6:00 pm to 7:30 pm
RSVP: Space is limited. Please click here to contact Marina Marsillo by November 24th, 2017, or reach her by phone at (212) 406-0850.




Share Your Story

Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.

Get in Touch