Complimentary Seminar

Presented by Dana Whiting Law, BeachFleischman PC, and UBS Private Wealth Management

Please join us for conversation and cocktails to discuss recent changes to the tax law and strategies to minimize your tax burden.

Topics

  • Opportunity Zones
  • $11 million Estate Tax Exemption:  Use it before you Lose It
  • Sell Real Estate without Capital Gains using a Charitable Remainder Trust

Please register by April 19, 2019

Register Below


BeachFleischman logo

Speakers:

  • Matthew S. Dana, JD, LLM, CPA, CLU
    Attorney
    Dana Whiting Law
  • Jon Bickerton, CPA
    Tax Shareholder
    BeachFleischman PC
  • Henry Goodman
    Senior Vice President – Wealth Management
    UBS Private Wealth Management

Location/Session Details

Session Fee: Complimentary

Scottsdale · Tuesday, April 23, 2019

3:00pm - 5:30pm

Western Spirit: Scottsdale's Museum of the West
3830 N. Marshall Way
Scottsdale, AZ 85251
Map

Agenda

time topic
3:00 PM
Registration
3:30 PM
Presentations
4:15 PM
Cocktail Reception

Register today

The registration period has closed.

Questions about the event?

If you have any questions, email Heather Murray or call (520) 618-7901 (Tucson) or (602) 792-5994 (Phoenix).