Tax Cuts and Jobs Act Overview

You are invited to attend Tax Cuts and Jobs Act Overview, a complimentary, informational workshop, designed specifically to discuss how the tax law changes may allow individuals and business owners to save income taxes and how the estate and gift tax changes may provide you with a window of opportunity for additional planning to maximize the assets you pass to your heirs.

You will learn:

o how the new income tax brackets and changes to deductions could impact individuals
o how the tax law changes are likely to impact business owners
o how to have a conversation with your tax advisor about these changes
o how the estate and gift tax changes create an opportunity for some to transfer additional wealth to the next generation

Seminar Workshop and Insurance Sales Presentation Sponsored By:

Roberta Halfmann
Agent, New York Life Insurance Company

Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency

This seminar and insurance sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies.

© 2018 New York Life Insurance Company. All rights reserved. SMRU 1763605 (exp. 12.31.2018)