Giving Strategies Under the New Tax Law
December 4, 2018 @ 6:00 pm - 8:00 pm
Come hear about strategies for giving to charity under the new tax laws, and learn tips for estate planning. Featured speakers include:
- John Frisch, Alliant Wealth Advisors
John A. Frisch, CPA/PFS, CFP®, AIF®, PPC™ has over 30 years of experience in the finance industry. He is a CPA, a Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary® and a Professional Plan Consultant™.
- Heather Steele, Compton & Duling
Heather Steele is the Litigation Partner at Compton & Duling, where she has been handling many types of civil matters, including landlord-tenant cases, homeowners association (HOA) and condominium associations (condos), business law, civil lawsuits, contracts, and preparing LLC or corporate documents. In her role as Litigation Partner, Heather regularly teaches seminars on landlord-tenant law, community association law, and important legal concepts for small businesses.
Heavy appetizers, wine, and soft drinks provided by Giorgio’s Family Restaurant.
Sponsored by Compton & Duling.
Limited space so please RSVP by November 20th to Sara Pavia (firstname.lastname@example.org or 703-993-7154)