Cornerstone & Eide Bailly invite you: Tax Reform and Your Investments

Tax Reform & Your Investments

What It Means For You & How You Can Save Thousands

 

Congress has passed the largest and most comprehensive tax reform legislation in the past 30 years. Businesses and individuals alike are trying to figure out the tax implications and what this means for them in their current situation and moving forward.  Many are asking for the basics:

 

What’s included in tax reform?

What can I do now to save money?

What deductions are available?

What strategies do I need to consider?

 

Cornerstone is partnering with the tax experts at Eide Bailly to host a tax reform update exploring the key provisions, effective dates, how the current plan impacts you, and possible action items and next steps.

 

Wednesday, May 2nd | 5:30-7p | The Grove

 

Learning Objectives:

  • Discuss the current state of tax reform

  • Identify both individual and business impacts and opportunities

  • Outline available and lost deductions and improvements

  • Identify entity selection/modification opportunities

  • Review possible action steps

 

Space is limited. Please call us at 775.853.9044 to RSVP by 4/27

 

Presenters:

Adam Sweet, Eide Bailly

Adam Sweet, JD, LLM, Principal, Eide Bailly

Adam has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing profits interest. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, as well as a variety of IRS controversy matters, including IRS exams and appeals hearings.

Chris Abts, Cornerstone

 

Chris Abts, President & Founder, Cornerstone

Chris is a best-selling author and TV show host. He has earned the Certified Estate Planner (CEP) and Chartered Retirement Planning Counselor (CRPC) professional designations.  He holds a Series 65 securities registration and enjoys helping people to better manage their wealth so they can focus more of their time on what truly brings joy and meaning to their lives.

 

 

Trini Guillen, Cornerstone

 

Trini Guillen, Chief Investment Officer, Cornerstone

Trini holds a Series 65 securities registration and graduated from the University of Nevada, Reno with a Bachelor of Science in business administration with a focus in finance. He has spent 25 years in the financial industry, helping clients grow their wealth. His previous experience includes trade system research and development, portfolio management, due diligence and trade execution.


 

Lauren Sankovich, Eide Bailly

 

Lauren Sankovich, Tax Partner/ Northern Nevada Tax Department Head, Eide Bailly

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