The  Tax Cuts & Jobs Act passed on December 20, 2017   impacts nearly every taxpayer across the financial spectrum – from individuals and families to corporations, pass-through entities and estates.  These reforms will affect upcoming tax planning and preparation for the 2019 tax return season.

Attend our free informational tax symposium to learn more about how the tax reform affects:

  • Individual tax rates
  • Exemptions and deductions
  • The new child tax credit
  • Distribution of Tuition Savings Plan funds
  • Corporations and business owners

Featuring:  Anthony Vaccaro, CFA®, Enrolled Agent

Guest speaker: Peter Greendyke, CPA, Partner, Greendyke, Jencik & Associates CPAS, PLLC.


Note: Seating is limited at this event.  Please RSVP by no later than September 10, 2018.


Fields marked with a * are required
Fields marked with a * are required


Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.


William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.