Monthly Q&A with David Eastman
Guest Speaker: Kevin Stephens, CPA with Stephens & Company, PLLC
Dave and Kevin will present the tax law changes to be aware of for 2019, they will also lead a discussion on Roth conversions.
Kevin will cover topics, such as:

Important changes that may affect individuals and families.
New and existing opportunities for businesses.

Dave will lead a discussion on estate planning topics, including:

How recent tax law changes may affect your estate plan.
What is the best planning for your IRA.

Kevin L. Stephens, CPA is the founder and managing member of Stephens & Company
PLLC, an innovative firm of Certified Public Accountants that guides a broad range of
forward-thinking entrepreneurial clients with assurance, tax, and advisory services.
Freedom Plaza (Map)
RSVP by filling in the form below, or call (602) 249-1328 (from )

morristrust.com/seminars/feb-27th-2019-tax-law-changes-qa-with-dave-guest-speaker-peoria-az/

• This event has passed.
  February 27, 2019 from 1:30 to 2:30 pm

  February 27, 2019 01:30 to February 27, 2019 02:30
• Freedom Plaza
  13373 North Plaza Del Rio Boulevard, Peoria, AZ

  Directions to event · Directions from event
• Contact Dan R. Morris for more information
  (602) 249-1328
  
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