November Dinner Meeting with Webinar Option
We are pleased to host this year's President of the National Association of Estate Planning Councils as our November speaker: John (Jack) P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
on a timely topic
"The Presidential Election. New President? Tax Changes and Updates. Same President? Planning for 2021"
- Tax Cuts and Jobs Act: Observations,
- Roth Conversions: Bracket Management,
- Tax Aspects of ACA Repeal,
- Corporate Tax Rates: History, and
- AMT Phase Out.
**Due to travel restrictions the speaker will appear virtually but WE PLAN TO HOLD OUR MEETING IN PERSON with the allowable limits for in person meetings in Pennsylvania.** WE ARE ALSO OFFERING A DISCOUNTED WEBINAR ONLY OPTION.
John (Jack) P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
As the President of Family Office Solutions, LLC, Jack has more than three decades of experience providing advice and overseeing the execution of financially related solutions for wealthy families while leading seasoned professionals who are responsible for delivering advice and service to a national client base of multi-generational families and business owners. Jack holds an MBA in Taxation from Drexel University and earned his bachelor's degree from Villanova University. He is president of the board of directors of the Delaware Art Museum and serves on the board of directors for various professional and community committees and is a frequent speaker at family office and other related professional conferences both locally and nationwide.