---
title: "Altfest Thought Leadership Series: 2017 Tax Planning Strategies and Trump's Tax Plan"
description: "Altfest Thought Leadership Series: 2017 Tax Planning Strategies and Trump's Tax Plan"
---

[![Altfest](https://news.altfest.com/hs-fs/hubfs/Altfest_Personal_Wealth_Management_August2018/images/logo-scroll-2x.png?width=156&height=156&name=logo-scroll-2x.png "Altfest")](https://www.altfest.com/)

[![Altfest](https://news.altfest.com/hs-fs/hubfs/Altfest_Personal_Wealth_Management_August2018/images/logo-lg-2x.png?width=342&height=178&name=logo-lg-2x.png "Altfest")](https://www.altfest.com/)

[![Altfest](https://news.altfest.com/hs-fs/hubfs/Altfest_Personal_Wealth_Management_August2018/images/logo-sm-2x.png?width=133&height=54&name=logo-sm-2x.png "Altfest")](https://www.altfest.com/)

- [Approach](https://www.altfest.com/approach/)
- [About](https://www.altfest.com/about/)
- [News](https://www.altfest.com/news/)
- [Careers](https://www.altfest.com/careers/)
- [Contact](https://www.altfest.com/contact/)
- [Complimentary Consultation](https://www.altfest.com/contact/#consultation)

- <https://www.junxureclientview.com/14533>
-  

[events](https://news.altfest.com/news/tag/events)

# Altfest Thought Leadership Series: 2017 Tax Planning Strategies and Trump's Tax Plan

[November 17, 2017](https://news.altfest.com/news/altfest-thought-leadership-series-1)

## share

- share
- tweet
- share
- [email](mailto:?body=https://news.altfest.com/news/altfest-thought-leadership-series-1)

***Altfest Thought Leadership Series #1:***   
**2017 Tax Planning Strategies and Trump's Tax Plan**   
 Wednesday, November 29th, 2017   
 6:00pm - 7:30pm ![Personal Financial Planning](https://news.altfest.com/hs-fs/hubfs/Imported_Blog_Media/book-2x-211x300.png?width=211&height=300&name=book-2x-211x300.png)   
 In honor of Lew Altfest's recently released *[Personal Financial Planning](https://www.mheducation.com/highered/product/personal-financial-planning-altfest/M1259277186.html)* textbook (2nd edition), Altfest Personal Wealth Management is launching a new education series: **Altfest Thought Leadership Series**, focused on topics of financial wellness.

From our 2017 client survey, 80% of our clients are interested in more tax planning. On November 29th, we will discuss common strategies to reduce taxes. We will also discuss how Trump's tax plan could affect you and your plan.

We invite you, your friends and family to join us at our first session: ***2017 Tax Planning Strategies and Trump's Tax Plan***, presented by **Joe Bublé**, CPA, head of tax practice and partner at Citrin Cooperman, **Andrew Altfest**, CFP®, MBA and **James Bassett**, CFA at Altfest Personal Wealth Management.

Hors d'oeuvres and wine will be served.

***Event Details:***  
**Where:** Altfest Personal Wealth Management,  
 445 Park Avenue, 6th Floor, New York, NY  
**When:** Wednesday, November 29th, 2017  
**Time:** 6:00 pm to 7:30 pm  
**RSVP:** Space is limited. Please [click here](mailto:mmarsillo@altfest.com) to contact Marina Marsillo by November 24th, 2017, or reach her by phone at (212) 406-0850.

 

 

more articles

 events

## [Altfest Firm Leaders Panel - 35th Anniversary Annual Event](https://news.altfest.com/news/altfest_patel_poddar_prendergast_leaders_panel)

[July 9, 2018](https://news.altfest.com/news/altfest_patel_poddar_prendergast_leaders_panel)

[read more](https://news.altfest.com/news/altfest_patel_poddar_prendergast_leaders_panel)

 events

## [Lunch with Lew Conference Call - January 2018](https://news.altfest.com/news/lunch-with-lew-conference-call-january-2018)

[February 7, 2018](https://news.altfest.com/news/lunch-with-lew-conference-call-january-2018)

[read more](https://news.altfest.com/news/lunch-with-lew-conference-call-january-2018)

 events

## [2017 Women's Financial $pa](https://news.altfest.com/news/2017spa)

[November 30, 2017](https://news.altfest.com/news/2017spa)

[read more](https://news.altfest.com/news/2017spa)

 events

## [The Couple's Dilemma: How to Get on the Same Financial Page](https://news.altfest.com/news/altfest-event-the-couples-dilemma)

[November 14, 2017](https://news.altfest.com/news/altfest-event-the-couples-dilemma)

[read more](https://news.altfest.com/news/altfest-event-the-couples-dilemma)

# CONTACT

# Share Your Story

Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.

[Get in Touch](https://www.altfest.com/contact/)

- [Legal](https://www.altfest.com/legal/)
- [Contact](https://www.altfest.com/contact/)
- [Financial Links](https://www.altfest.com/links/)

 [212.406.0850](tel:+12124060850)212.406.0850

©2020 Altfest Personal Wealth Management