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It’s All So Taxing Individual Tax Reform Made “Simple” You’re invited to attend Tuesday, December 4, 2018 6:00 p.m. Bonefish Grill 8780 Eager Road Brentwood, Missouri 63144 Dinner will be served. Hosted By: Mark E. Riordan Senior Vice President/Investments Jason T. Becker Senior Vice President/Investments Please RSVP to Audrey Nicholas at (636) 695-2650 or [email protected] by Friday, November 30. Guest Speaker: Brent W. Robbs, CPA/PFS, CFP ® Estate & Tax Planning Supervisor Wealth Planning, Stifel 2342 Technology Drive, Suite 300 | O’Fallon, Missouri 63368 | (636) 695-2650 Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com This seminar is sponsored by Jackson National which is not affiliated with Stifel. A representative from Jacskon National will be in attendance to answer questions. Stifel does not offer legal or tax advice. You should consult with your professional legal and tax advisors regarding your particular situation. This seminar is offered for CPE credit. To register and get full details, contact Jason Becker at (636) 695-2670. Delivery Method: Group Live Program Level: Basic Prerequisites Required: None Field 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 final 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 offices at (314) 342-4030. The Tax Cuts and Jobs Act went into effect 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 find 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!
