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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.

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!!

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April 17
11:30 am - 12:30 pm


Early Bird Restaurant
5425 Landmark Pl. #101
Greenwood Village, CO 80111
+ Google Map

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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