Ask the Expert: Year-End Tax Planning/Issues and Strategies for Individuals and Small Businesses



Topic: Year-End Tax Planning Issues and Strategies for Individuals and Small Businesses
Presenter:  Kari Apel & Steve Broyles, Apel Associates, Inc.



Join us this Thursday as Kari and Steve share year-end tax planning issues and strategies for individuals and small businesses. They will also touch on changes to the tax code effective in 2020.
 
Topics include: 

  • Common questions regarding charitable contributions
  • Estate and Gift Taxes
  • Roth IRA & IRA to Roth Conversions
  • Business Depreciation Update
  • DOL Overtime Threshold
  • Bicycle Commuting Reimbursements
  • Wisconsin 529 College Savings Program
  • Wisconsin Tax Law Update
  • And More!

Special Thanks to Culligan Water

Ask the Expert: Year-End Tax Planning...
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Date and Time

Thursday Oct 10, 2019
7:45 AM - 9:00 AM CDT

October 10
Registration: 7:45am

Location

Middleton Chamber of Commerce
7427 Elmwood Ave., Middleton
 

8017 Excelsor Drive Madison WI 53717

Fees/Admission

Included Member Benefits

Contact Information

Lisa Quam
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