Field of Study: Tax; Program Level: Basic

Financial Planning in the New Reality – Speaker Evan Beach | May 6, 2020 – 2:00 PM EST

The most dramatic tax reform we have seen in the last 30 years went into effect on January 1, 2018. The Tax Cuts and Jobs Act will produce many winners and losers. Corporations are amongst the winners, with significant tax rate cuts. Unfortunately, the losers include individuals in high-tax areas (I’m looking at you), non-profits and their donors. As a retirement-only financial planning firm, Campbell Wealth has developed a workshop highlighting the strategies that aim to turn some of those losers into winners. In this educational workshop we cover Schedule A lumping, Qualified Charitable Distributions, Donor Advised Funds as well as other strategies to keep that tax bill down.

About Evan Bach:

Evan is the Director of Wealth Advisory with Campbell Wealth Management in Alexandria, VA.

Evan is a Kiplinger and Credit.com contributing columnist. He is also a frequent contributor and has been published on Yahoo Finance, CNBC, TheStreet.com, Bloomberg, U.S. News and World Report, amongst others. Evan is known for his knowledge of the planning issues that arise in retirement including Social Security. He has led presentations throughout the Capital region on these topics. Much of his time is spent helping recent widows and widowers with financial planning issues. He got his start in the Wealth Management industry straight out of school with ING Financial Partners. In 2014 he was the number one ranked advisor of 240 in his group, based on revenue. After spending six years with the same firm, Evan joined Campbell Wealth Management in 2015.

Making further education a priority, at the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNER™ certification becoming one of only 3.3% of CFP® practitioners in their 20’s.* He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor- An industry designation awarded to those with specific planning knowledge for high net worth individuals and small businesses.