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Coming Events

Decoding the Tax Cut and Jobs Act Seminar

posted Oct 7, 2018, 6:41 AM by Harry Schaffhauser

IBM Tampa Bay Alumni and Retiree Club Seminar Series

Decoding the Tax Cuts and Jobs Act Seminar

Date: Wednesday, November 7, 2018 at 11am – 12pm (Q&A 12-   

As part of the suggestions of the attendees of our prior seminars, we
will be providing a seminar on the new tax laws. We are fortunate to
have David Tate and Chris Stennett from Saltmarsh, Cleaveland and
Gund to present an overview of what the average American can expect
from the laws.  The new IRS procedures are very complicated, and so
we are fortunate to have the experts summarize in plain English, how
these laws will affect the average individual. Although the Agenda
summarized herein is comprehensive, the instructors would like to
know what burning question you might have on these regulations and
will make every attempt to cover your concerns during our Q&A


Overview of the Tax Cuts and Job Acts of 2017. Provisions impacting
an Individual’s Taxes. Including but not limited to: changes to tax
rates; broad impacts for Individuals; changes to deductions and
exemptions. Provisions impacting “Gift Planning”. Provisions
impacting “Estate Planning”. Integrating the Tax changes to a
Retirement Plan. The Impact of “The Act” on Retirement Planning.
Impact to Income and Investment Planning. Impact on private company
qualified stock. Highlight of the Implications of the Act to

Location: Jimmie B Keel Library, 2902 West Bearss Ave, Tampa, Florida
33618 - Webinar will also be available of the live presentation in

You will be asked to respond to whether you intend to attend the
seminar in person or via the Webinar. You will be sent a confirmation
on your choice shortly after your registration, which will contain
all the information you will need to participate.

Please sign up below or
call Eileen Halczyn at 813-528-2430 or Susan Gryzbowski at (813)
810-6127 or Nancy Schramm at (813) 334-2791.

Presenters from The Accounting Firm of Saltmarsh, Cleaveland & Gund

David Tate, CPA - David is the director for Tax & Accounting Services
in Tampa. David has 20 years of public accounting experience with
service to firms at the national and regional level. David has a
broad range of experience, providing tax services to consolidated
groups, S-Corps and Partnerships for both public and private entities
with considerable experience in the technology, retail, professional
services, manufacturing, and the oil & gas industries.

Chris Stennett, CFP® - Chris is a financial advisor and Certified
Financial Planner™ for Saltmarsh Financial Advisors, LLC, an
affiliate of Saltmarsh, Cleaveland & Gund. He serves individuals and
organizations as a comprehensive financial planner and coordinator of
investment activities. His areas of expertise include investment
management, income planning, tax and estate planning, and Business
Transition planning. Chris has over a decade of experience as a
wealth manager working with state, federal, and private employees
including his experience as a dedicated financial planner with
multiple Fortune 100 financial servic
es firms.

Tax Cut and Jobs Act Seminar Registration

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