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“The Good, the Bad and the Tax Geek:

Tax Strategies After the 2017 Tax Cuts & Jobs Act”


Next Meeting: February 26, 2019  11 AM

Jennifer Flinchum, CPA, CFP®, Keiter Advisors


Jennifer’s presentation will cover significant changes to individual and estate taxation as a result of the 2017 Tax Cuts & Jobs Act.  The changes will impact both your 2018 Federal and VA income tax returns.  She will cover Roth conversions and estate/gift taxes. Our February meeting is perfect timing for this presentation.  Linda Warren located this speaker for us through her contacts at VCU.  You don’t want to miss this.

Upcoming events registration

General Monthly Meeting Information

      

Upcoming Meetings:

  • March 26   Kurt Gottfried, Altria Regulatory Affairs, “Regulatory Affairs Update”
  • April 23   Peggy Watson, Director, Osher Lifelong Learning Institute, University of Richmond
  • May 28   Spencer Baxter, Estate Planning Attorney, “Wills, Trusts, and Basic Estate Planning”

Are You a Member?

If not, you are missing out on the benefits of membership, such as:

  • Networking with other retirees
  • Keeping informed about important company changes & benefits info
  • Political involvement
  • Social and travel events
  • Discounts for local events, products and services
  • Volunteer & mentorship opportunities
  • Email notices for meetings, events, & political action opportunities
  • Access to our online Retiree Directory
  • Informative videos from our monthly meetings
  • Links to helpful information concerning retirees
  • Ability to list & sell items through our online store
  • Reduced rate for annual Christmas luncheon
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To register online, just click JOIN in the top navigation bar. Then complete the application to sign up for online access. Once approved, you can log in to gain access to our Members-Only section. For more information on (Richmond) PMARA membership, CLICK HERE



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