Wealth Management Society of NW Ohio

May 2018 meeting

Tax Update 2018

Panel Discussion featuring:

 Steve Lauer, Marshall and Melhorn

Thomas Tomlins, CPA, Knueven, Schroeder & Co.

 Our panel will be discussing the recent tax law changes in Washington and how those changes may affect your clients.

Steve Lauer has a vast amount of experience working in the practice areas of trusts and estates, with a concentration in taxation.  Prior to joining Marshall Melhorn, he spent over 33 years as an Estate Tax Attorney with the Internal Revenue Service in Toledo.  During his career in the public sector, Steve was given the assignment of examining numerous Federal Estate Tax returns filed by estates in a 20-county area in northwestern Ohio.  He also examined Federal Gift Tax returns and Fiduciary Income Tax returns filed by individuals, estates and trusts. 

Thomas Tomlins  has been employed with Knueven, Schroeder & Co., CPA’s since 2015. He has experience in both business and individual tax. He graduated with a B.S. from the University of Findlay in 2014 where he double majored in Financial and Managerial Accounting with a minor in Finance. He also graduated with a MBA from the University of Findlay in 2015. He teaches part time at the University of Findlay and is the current tax professor there.

 DATE:        Wednesday May 16, 2018

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

 Guests register use button above. 

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday May 14, 2018

If you prefer a vegetarian lunch, please let Linda know.