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New Tax Changes: What You Need to Know Now

2017 vs. 2018: What Has Changed

•    Tax Rates
•    Deductions
•    AMT
•    Business Taxation
•    Estate Tax
•    529 Plans

Strategies for Charitable Giving

•    Qualified Charitable Distributions from IRAs
•    Bunching Gifts in One Year
•    Use of Donor Advised Funds
•    Lifetime Gifts vs. Bequests
•    Charitable Trusts

Other Personal Tax Planning Ideas to Consider

Lesley Draper, CFP®, CTFA Wealth Advisor and Co-chair of the RegentAtlantic Neighborhood Non-Profits Group

Matt Masterson, CFP®, CPWA® Wealth Advisor and Co-chair of RegentAtlantic’s Financial
Planning Committee

Earlier Event: September 23
Youth Fellowship Kickoff Meeting!