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Money Matters: Tax Planning In a Time of Tax Reform


Daniel Olson CFA CFP®

Tax reform can mean many things and frequently the headlines and articles don't tell the whole story. They certainly don't give you enough information to understand the potential impact on the taxes you might have to pay.   

Daniel Olson CFA CFP®parses through the fog of words, guides you through the tax reform debate, and provides information you can use to plan for 2017 and 2018 taxes.   

Dan Olson, Principal of Olson Tax & Financial Planning, is a financial professional with over 30 years of  experience with Citigroup and other financial institutions providing a variety of clients with money-saving analysis and advice related to taxes, portfolio management, debt management, insurance and other financial planning topics.Dan is a Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ professional, and an IRS Registered Tax Return Preparer. Dan is a member of the CFA Institute, Financial Planning Association   and National Association of Tax Professionals.                                                                                                                                                                                                                                                                           

Presented by the Financial Planning Association of NY.

 Seating is on a first come, first seated basis .