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Herr Capital Management Events

ALL EVENTS ARE OPEN TO THE PUBLIC UNLESS NOTED.

Lunch & Learn: Tax Strategies for the Current Landscape Thumbnail

Lunch & Learn: Tax Strategies for the Current Landscape

From recent changes due to the Tax Cuts and Jobs Act (TCJA), to the risk of higher taxes in the near-future, taxpayers face challenges in managing their current tax bill while planning for an uncertain future. This Lunch & Learn Event examines key income and estate tax planning strategies including maximizing the use of deductions, taking advantage of (current) lower tax brackets, and efficient means of transferring wealth. We'll provide actionable planning ideas: 1. How to maximize popular deductions, 2. Take advantage of lower tax brackets, 3. Estate planning under the new law.

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Lunch & Learn: Social Security 101: Hear Directly From The Social Security Administration. Thumbnail

Lunch & Learn: Social Security 101: Hear Directly From The Social Security Administration.

Hear directly from the Social Security Administration - Social Security 101: Everything you wanted to know. When are you eligible to receive retirement benefits? How does early retirement affect your benefits? Do you qualify for disability, survivors and spouse benefits? How do you get the most from your benefit? What is the future of Social Security? When should you file for Medicare?

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