You’re invited to attend It’s All So Taxing OFallon... · 2018-10-30 · Jason T. Becker Senior...

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It’s All So TaxingIndividual Tax Reform Made “Simple”

You’re invited to attend

Tuesday, December 4, 20186:00 p.m.

Bone� sh Grill 8780 Eager Road

Brentwood, Missouri 63144

Dinner will be served.

Hosted By:Mark E. Riordan

Senior Vice President/Investments

Jason T. BeckerSenior Vice President/Investments

Please RSVP to Audrey Nicholas at (636) 695-2650 or beckerj@stifel.com by

Friday, November 30.

Guest Speaker:Brent W. Robbs, CPA/PFS, CFP®

Estate & Tax Planning SupervisorWealth Planning, Stifel

2342 Technology Drive, Suite 300 | O’Fallon, Missouri 63368 | (636) 695-2650Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

This seminar is sponsored by Jackson National which is not a� liated with Stifel. A representative from Jacskon National will be in attendance to answer questions.

Stifel does not o� er legal or tax advice. You should consult with your professional legal and tax advisors regarding your particular situation.

This seminar is o� ered for CPE credit. To register and get

full details, contact Jason Becker at (636) 695-2670.

Delivery Method: Group LiveProgram Level: Basic

Prerequisites Required: NoneField of Study: Specialized Knowledge

CPE Credit: 1 Hour

Stifel, Nicolaus & Company, Incorporated is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have � nal authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies, such as complaint, please contact our o� ces at (314) 342-4030.

The Tax Cuts and Jobs Act went into e� ect on January 1, 2018. Tax rates,

deductions, exemptions, credits, and so much more have changed.

Do you know how these changes impact you?

Come to our seminar and � nd out!

It’s All So Taxing – Individual Tax Reform Made “Simple”

Topics Include:• History of income taxes and how tax dollars are spent

• Fundamental changes for 2018 – tax rate schedules, deductions,

exemptions, and credits

• New provisions surrounding pass-through income, alternative

minimum tax, kiddie tax, 529 Plans, and much more

• Comprehensive examples

We hope to see you there!

Feel free to bring a friend!