The Tax Cuts and Jobs Act of 2017

A Look at the New Tax Law and Its Impact on Your Clients’ Bottom Line

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TCJA 2017: A Look at the New Tax Law and Its Impact on Your Clients’ Bottom Line

Speaker(s): This presentation is intended to be hosted by a local wealth advisor.

Est. Presentation Time: One Hour

The Tax Cuts and Jobs Act of 2017 (TCJA) had far-reaching implications for individuals, families and businesses. In this presentation, we walk clients through how TCJA’s changes may impact their financial future. It is intended to be a discussion of the areas that are most affected by TCJA, including:

Investments
Housing debt
State and local taxes
Medical expenses
Child tax/529/kiddie tax
Alimony/marriage payments
Estate and gift tax

This presentation can be used with both current clients and prospects. It is designed as a conversation starter and relationship building tool, while also providing valuable information to help clarify TCJA’s changes. When compiling an invitation list, be sure to consider:

Who will benefit most from this event?
Who may be most impacted by TCJA’s changes?
With whom would I like to build a stronger relationship?
What clients have I not reached out to lately?
What is the goal of this event?

Specifically, consider clients who have asked questions about TCJA and expressed an interest in learning more. Look for opportunities to schedule one-on-one follow-up meetings to discuss in-depth how TCJA’s changes may impact specific clients.

Three follow-up emails are available to send out after the event:

For those who attended
For those who were unable to attend
Generic version to send to everyone invited

Estimated Presentation Time: One hour
A campaign will be created in Compass for all events and all emails will be sent out through Pardot

Approved Materials

We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.