Savant to Host Year-End Tax Planning Program Tied to New Tax Law

With most of the changes from the Tax Cuts and Jobs Act going into effect this year, Savant Capital Management is hosting an informative program to help individuals become familiar with the changes and how to minimize taxes.

The Tax Cuts and Jobs Act of 2017 fundamentally changes the individual income, business, and estate tax landscape. In addition to learning about the changes to the tax law, guests of the program also will learn:

  • Detailed new strategies to consider now and in the future
  • What actions taken now – or not taken now – will have far-reaching tax implications for individuals and their families
  • What old tax planning techniques that were previously standard protocol are now obsolete or in need of revision

The program will be held on Thursday, Nov. 1 at NIU Rockford, 8500 E. State St. Check-in and refreshments will begin at 6 p.m., followed by the presentation at 6:30 p.m. There is no cost to attend, but pre-registration is required. To register or for more information, contact Diane Peters at dpeters@savantcapital.com or call 866-489-0500.

 

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with over $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.