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Davis Schilken April Social Series – Lunch & Learn
April 17 @ 11:30 am - 12:30 pm
Wednesday, April 17th 11:30am-12:30pm
Early Bird Restaurant
5425 Landmark Pl. #101
Greenwood Village, 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 lunch will be served.
to Sherice Ritthaler at
720-473-4240 or email [email protected]
For Professionals, these events will be worth 1 CE credit for CPA & CFP!!