Provisions of the Tax Cuts and Jobs Act, such as lower tax rates and changes to certain deductions, upend decades of conventional planning wisdom, leaving many individuals and families wondering what these changes means for them. To help our clients make sense of these changes and contextualize them within their individual financial situation, RKL Wealth Management held a Tax Reform Seminar on September 25, focused on the impact to individual taxpayers.
More than 100 attendees gathered at the Lancaster Country Club to hear from Ruthann Woll, CPA, and Jonathan Clark, CPA, MST, of RKL’s Tax Services Group, who highlighted key considerations and strategies for charitable giving, retirement planning and other financial strategies in the new tax reform landscape. Networking sessions before and after the presentations provided valuable opportunities to continue the conversations and engage with RKL Wealth Management advisors.
View scenes from the event below and contact your RKL Wealth Management advisor with any follow-up questions from the event or inquiries about the impact of tax reform on your financial planning and investment strategies.
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