The 2018 Tax Cut and Jobs Act (TJCA) made significant changes to both the individual and corporate tax code. While the corporate tax changes are permanent, the individual changes are set to expire at the end of 2025. This bonus event will discuss what impact this may have on individual tax rates, estate and gift taxes, state and local deductions, and other areas of the tax code. Bland Burkhardt and Robby Flink are wealth advisors at Goepper Burkhardt and they both maintain the Certified Financial Planner™ designation. In addition, Bland Burkhardt is registered as a CPA in the state of South Carolina. Limit 125

Course Sponsor:

OLLI @ Furman (Osher Lifelong Learning Institute at Furman University)

Course Location:

Herring Center, Campbell (HC110), IP

Class Dates:

October 20th, 2023

Class Times:

BTE1115 Retirement Taxation: What Does a Potential 2025 Sunset Mean for Me?, 10:00 a.m.-noon

Course Instructors:

Bland Burkhardt and Robby Flink of Goepper Burkhardt, a fee only, fiduciary retirement wealth management firm in Greenville

Course Fees:

Before taking an OLLI course, you first need to join OLLI @ Furman for $65.00. You will then pay $55.00 for any one course or receive a discount for taking multiple courses. Individual courses may also have a materials fee-the materials fee for the Retirement Wealth Management course is $25.00 (due to instructor at first class).

Course Online Registration:

Log on to www.furman.edu/olli and click on Registration. If you are new to OLLI, you will need to create a new account. Your username will be your first name / last name or one that you create. Click on “Forgot Password” to create a new password. Type in your username and password to access your account.