Last Chance on Your 2018 Taxes:
Are You Ready for the End of the Year?
Speaker: Jackie Truax
The Tax Cuts and Jobs Act of 2017 made the most sweeping changes in the tax laws in more than 30 years but have you taken all the steps you need to before the end of the year? These changes include a nearly doubled standard deduction, new limitations on itemized deductions, reduced income tax rates, and more. The changes apply to individuals, families, and small businesses so you may have missed some that apply directly to you.
With the tax year drawing to a close, you need to take action to maximize your benefits and limit your liabilities — while there is still time to make any needed changes in withholding, itemized deductions, tax planning, investments etc.
Jackie Truax will cover the highlights of the Tax Cuts and Jobs Act as they affect small business owners and the 2018 filing year. She will also offer practical suggestions geared toward busy professionals regarding bookkeeping, filing, and records retention.Jackie Truax, CPA, is a partner in Winkelman-Bruce & Truax, LLP, in Medford, Oregon. She specializes in small business consulting, including tax preparation, bookkeeping, and Quickbooks consulting.
Jackie has a Masters degree in Business Education from Southern Oregon State College and a Bachelor of Science in Business Education from Oregon State University. She has taught at the high school, community college, and vocational college levels, and continues to enjoy conducting seminars for her clients. She is a member of the American Institute of Certified Public Accountants, Pro Club, Southern Oregon Estate Planning Council, WESO, and is a past president of the Kiwanis Club of Medford.
She and her husband Vince enjoy camping with their four-legged kids Riley and Max.
WESO supports the Community Works - Dunn House Shelter and we collect monetary contributions for Dunn House Shelter at our meetings. If you can't make it to a meeting but want to make a money donation, click here.Click here for more info. on other items they need.
6:00 Dinner and Introductions
6:45 Business Spotlight - Community Works - Dunn House Shelter
8:00 Meeting adjourns
THIS MONTH'S DINNER MENU:
Regular entrée – Spiced Honey Glazed Ham
Vegetarian option – Butternut squash-cranberry penne pasta
The meal also includes:
- Bacon Mushroom salad
- Au gratin potatoes
- Sautéed vegetables
- Rolls and butter
- Dessert: Pumpkin pie w/whipped cream
- Coffee (regular and decaf), tea (hot and iced)
Make a reservation online with payment or call in your attendance reservation to Cat Carroll at 541-890-4266. (Also, contact Cat if you have food allergies, cancellations or other questions about registration.) Please submit your reservation request (online payment or phone) by 9:00 p.m. on Monday, December 10th. Reservations made after this cut-off date cannot be guaranteed. Cancellations must also be received by that date or you will be responsible for payment of the uncancelled event.
Please note the following prices:
- Member - $23.00 online payment for dinner and program. Phone reservations and payment at the door - $26.00
- Non-member - $28.00 online payment for dinner and program. Phone reservations and payment at the door - $31.00
- Program only - $15.00 for online payment or pay at the door.