Were you surprised by your taxes for 2018?  You may not be alone.  The Tax Cuts and Jobs Act of 2017 put into effect a number of changes that impacted tax returns filed in April.

We are excited to have local CPA - Jason Deshayes from Elliott Davis, LLC - as a guest speaker for our next educational event to be held at Prestonwood Country Club on Wednesday, August 14^th at 6 pm!  Jason will review many of the recent tax law changes and how they may impact us moving forward.  Terry Wiles and guest sponsor, Billy Mills from American Funds, will also be involved in the discussion and will offer their thoughts on how these tax laws impact investment management and retirement income decisions. 

Please see the attached flyer for more details about the event, and be sure to RSVP to secure your spot as seating will be limited. We also welcome you to invite a friend or co-worker who may benefit from the discussion!