Principal Tax Reform Impact Call

January 8, 2018
10:30 – 11:00 a.m. (Central)

To Participate: 866-599-9219
Password for Principal Advisor Network: One Principal
Password for independent advisors: Focus

Effects and Opportunities from 2017 Tax Reform

• Mark West, Assistant Vice President – Business Solutions
• April Caudill, Advanced Solutions Director
• Polina Engel, Advanced Solutions Director

Call objectives

• Discuss changes, risks and opportunities in the following key areas of impact:
  • Business planning
    • General business taxation
    • Nonqualified deferred compensation
  •  Individual planning
    • Income taxes
    • Estate and gift taxes