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Friday, April 20 • 3:30pm - 4:15pm
Strategic Planning for Small Businesses in the Post-Tax Reform Era

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The 2017 Tax Reconciliation Act was signed into law by President Trump on December 22, 2017. The Act will subsequently necessitate changes to many of the common tax and strategic planning decisions that small business owners will make. After attending this workshop, many small business owners will want to reconsider their long term strategic plans for the future.

The format will be a panel discussion led by James L. Hicks, CFP® of Capitol Financial Partners in Tysons Corner, VA and will focus on the following key strategic planning concerns for small business owners:
  • Will the Estate Tax Changes in the Act actually help Small Business Owners? 
  • Brief overview of the Qualified Business Income Deduction for Pass-Through Entities (i.e. Partnerships and S-Corps) and Specified Service Business Classifications, Exclusions, and Taxable Income Limits
  • Succession/Continuation Planning Opportunities: Tax-free retirement income portfolios for outgoing owners coupled with tax-free legacy wealth transfer to the next generation of business ownership.

Speakers
avatar for James Hicks

James Hicks

Financial Planner, Capitol Financial Partners
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.   I pride myself in getting to know each... Read More →


Friday April 20, 2018 3:30pm - 4:15pm
Workshop Room 6