Peachtree Planning is pleased to announce James Gnefkow, JD, LLM, MBA was selected as an expert panel presenter and publication at FOCUS Atlanta 2018 on December 18th at Woodruff Arts Center on Tax Overhaul and It's Effect On Your Business. He will also be featured in the Focus Atlanta 2018 Business publication!
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act (TCJA). The act is complex and impacts numerous tax specializations, including individual, corporate, and international planning. James’ expert Q&A focused on what individual taxpayers and business can do to save money in 2018.
When it comes to investments and returns, many times, it’s not what you make but what you keep. A qualified financial professional should understand your tax situation so they can try to always maximize your tax efficiency. Tax planning strategies involve understanding important issues and sometimes the integration of your overall financial position. It is imperative that you seek educated, qualified financial counseling when integrating tax planning into your financial picture.
Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since 1987, with a proven financial planning process rather than just selling financial products. The firm has over $2 Billion in assets administered and has more than 100 financial representatives in over 15 offices throughout the Southeast*. For more information on Peachtree Planning, please visit www.peachtreeplanning.com.
5040 Roswell Rd NE, Atlanta, GA 30342 | 404.260.1685 | www.peachtreeplanning.com
James is a Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. 2018-64571 Exp 8/20