Tax Planning: Opportunities for 2018

April 2018
Presenters: Nick Palaveda, MBA, J.D., LL.M and Max Coulliette, CFP, CLU, CRPS ​

The Tax Cuts and Jobs Act of 2017 that was signed into law last December is the most sweeping rewrite of the U.S. tax code in more than 30 years. Despite the passage of tax reform legislation, the tax code remains complex and lengthy. However, with the benefit of careful analysis and expertise the tax code presents opportunities that can benefit both you and your clients.
Join tax experts Nick Paleveda and Max Coulliette as they provide you with the latest and most relevant insights on the federal income tax including…
  • The 199A Deduction
  • The 179 Deduction
  • Federal Estate Tax
  • 401(h) Account
  • Fully Insured Plans
Plus learn the new hot item in pension plans and much more!

About the presenters: Nick Paleveda, MBA, J.D., LL.M is CEO of National Pension Partners, Adjunct Professor of the Graduate Tax Program at Northeastern University, and Adjunct Professor at the Campbell University School of Law. He is admitted to practice in the State of Florida, the U.S. Tax Court, the 9th Circuit Court of Appeals, the 11th Circuit Court of Appeals, and the Supreme Court of the United States.
As President of National Pension Partners, Max Coulliette, CFP, CLU, CRPS brings more than 30 years of retirement planning experience to the team. He also owns Intermountain Financial Education, which provides licensed continuing education to CPAs, insurance producers, and other financial professionals. In addition, Max is President and Managing Principal of One Financial Advisors, a comprehensive financial services firm helping clients to maximize their wealth, retirement security and financial protection.