What: Panel discussion about the sunsetting of the Tax Cut and Jobs Act, hosted by Parsons Behle & Latimer
When: 4:00 - 6:00 p.m. on Tuesday, November 12th
Where: Parsons Behle & Latimer, 127 E. Main Street, Suite 301, Missoula, MT 59802
WHAT TO EXPECT AT THE EVENT:
As the Tax Cut and Jobs Act sunsets in 2025, individuals and their advisors must prepare for potential shifts in tax policy. Parsons Behle & Latimer, in partnership with The Missoula Community Foundation, invites you to join them for Planning for Change: Navigating the End of the Tax Cut and Jobs Act.
Participants will hear from a panel of experts, including a CPA, financial advisor and estate planner, and tax attorney about what to expect when the law expires, including:
How changes could impact financial planning and charitable giving
What steps professionals are recommending to their clients
Strategies to mitigate impact
Making the most of charitable contributions
The panel will be moderated by Julie Sirrs of Boone Karlberg and feature:
Josh Gimpelson of RBC Wealth Management,
Ross Keogh of Parsons Behle & Latimer
Russell Rice of Eide Bailly
Drinks and appetizers will be served, and all are welcome. There is no cost to attend.