Heptig and Wiley to Co-Present Tax Seminar

May 31, 2018 | Tax

On June 19, our partners, Kate Heptig and Dennis Wiley and Margolin, Winer and Evens CPAs, Lance Christensen and Wayne Olson will present, “Hiding in Plain Sight: Maximizing Opportunities for Tax Efficiency.” The presenters will discuss helpful tips on how to manage your taxes more efficiently.

This program will discuss:

  • Real Estate Opportunities – 1031 Exchanges, cost-segregation, bonus depreciation, interest expense limitations
  • Estate Planning – Charitable RMD’s, up-gifting, gifts of appreciated property
  • Opportunities for Individuals – 83(b) elections, qualified small business stock, legislative agenda
  • Tax Cuts – Reduced corporate rates, 20% pass-through deduction, choice of entity (C Corporation, S Corporation, partnership)

Click here for more information and to register.

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