February 6 - 9, 2020 | Orlando

Panel Workshop Details

Feb. 9, 8:15 AM - 11:15 AM EST

Trump's 2018 Tax Reform: The New Rules of Engagement*

In this Master Class, you will learn firsthand how to survive and thrive under the new tax code. Your expert presenters will explain:

  • The new rules with regards to estate planning, income tax planning, and asset protection
  • How to best maneuver your income to take advantage of the new income tax rules and brackets
  • How to best take advantage and properly prepare for the 2026 sunset
  • The best opportunities in estate planning under the new law that will allow you to keep your wealth in the family
  • How to take advantage of the 20% small-business deduction
  • How to convert your IRA into a tax-free account with ZERO out-of-pocket cost
  • Your experts are David T. Phillips, best-selling author of Estate Planning Made Easy, The 10 Most Common Estate Planning Mistakes, and The Family Bank Strategy; Richard Durfee, author of Your IRA: Asset or Ambush and Why All Trusts are not Created Equal, and Mark P. Spencer, CPA, Oliver & Spencer CPAs, PC, a 25-year veteran, focusing on how to best take advantage of current tax laws.

    $109 per person if purchased by January 17; $139 per person if purchased after January 17. Includes refreshments.

    Please call for more inforamtion or to purchase tickets at 800-970-4355

    speaker photo
    Richard Durfee, Jr.

    Principal and Founder

    Durfee Law Group, PLLC

    speaker photo
    David Phillips


    Estate Planning Specialists, Inc.

    speaker photo
    Mark Spencer


    Oliver & Spencer CPAs, PC