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Davis Schilken April Social Series – Drinks & Discussion

April 25 @ 4:00 pm - 5:00 pm

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When:
Thursday, April 25th
4:00pm – 5:00pm
Where:
DTC Office
7887 E. Belleview Ave., Ste. 820
Denver, 80111

Join us for a discussion on 2019 income tax and wealth transfer strategies, the new IRC Section 199(a), planning opportunities for trust simplification, basis adjustment and capital gains planning. We will also discuss planning strategies to leverage the “temporary” $11.4 million exclusion.

Complimentary Drinks will be served.

Please RSVP
to Sherice Ritthaler at
720-473-4240 or email [email protected]

For Professionals, these events will be worth 1 CE credit for CPA & CFP!!

Details

Date:
April 25
Time:
4:00 pm - 5:00 pm

Venue

7887 E. Belleview Ave Suite 820 Denver, CO 80111
7887 E Bellview Ave Suite 820
Denver, CO 80111
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We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
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