Tax Planning – Now That We Know…

The Root Source Webinar – December 14, 2016

How will Tax changes in 2017 impact you? D.B. Root & Company has created a webinar on the subject by our Senior Advisor, Charles Stout and tax expert Larry Blair, an attorney, CPA and Member of law firm Metz Lewis, LLC

Now that we know who will be our President in 2017, we anticipate that Donald Trump’s ideas for tax reform will be seriously considered by the new Congress … and starting soon.

In the webinar below you’ll learn more about the individual tax reform proposals as well as key elements of proposed business/corporate tax reform.

We recognize that each client’s situation is different, and so it is important for you to consult with a professional advisor before determining what, if any, ideas are appropriate for you to implement.

This presentation has been provided for general, informational purposes only, represents only a summary of the topics discussed, and is not suitable for everyone. The information contained herein should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author. D. B. Root does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. There can be no assurance that any particular strategy or investment will prove profitable. This document contains information derived from third party sources. Although we believe these third party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such sources, and take no responsibility therefore. This document contains certain forward-looking statements signaled by words such as “anticipate,” “expect”, or “believe” that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that the expectations, beliefs, views and opinions expressed in this document will come to pass. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.
D.B. Root & Company (“D.B. Root & Company”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. D.B. Root & Company and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which D.B. Root & Company maintains clients. D.B. Root & Company may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from registration/notice filing requirements. This presentation is limited to the dissemination of general information pertaining to its investment advisory services. Any subsequent, direct communication by D.B. Root & Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of D.B. Root & Company, please contact D.B. Root & Company or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
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