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Trump’s Tax Plan: The Impact on You and Your Practice


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In March 2018, Altfest Personal Wealth Management and the New York State Dental Association hosted a timely event, “Trump’s Tax Plan: The Impact on You and Your Practice”, presented by Andrew Altfest, CFP®, Sheldon Zorfas, CPA, JD, and Jimmy Bassett, CFA. The presentation focused on tax planning for dental practices under the Tax Cuts and Jobs Act of 2017, opportunities to reduce taxes and how to take advantage of retirement plans in the new tax landscape.




Altfest Personal Wealth Management is a Registered Investment Advisory firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a “Notice Filing” with the states of New York, New Jersey, Connecticut, Arizona, California, Florida, Illinois, Louisiana, Maryland, Massachusetts, New Hampshire, Pennsylvania, Texas, Vermont, and Virginia. Altfest Personal Wealth Management may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing.

The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing. Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

For its sponsorship of this program, NYSDA Support Services receives financial support from ALTFEST to help underwrite this and other association programs.




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