Sheila Weinberg, Founder & CEO Truth in Accounting, and Tim Feldheim, Managing Director, Sheridan Road
North Shore Breakfast
What’s Up, What’s Down with the New Tax Bill?
It is now “old news” that Congress passed a major tax reform bill in the waning days of 2017. The implications are still unfolding as lobbyists descend on the Treasury to assist with the “fine print.”
Based on what we know now, what are the best strategies to take advantage of the investment implications of the new tax law, whether you are an investor, a sole proprietor, an S-Corp or an LLC?.
What do we know now? What are the implications for the future? What segments benefit? What signals should we watch?
Join the discussion, including the Tax Reform impacts on states and future U.S. resiliency.
Tim Feldheim has over 35 years of finance industry experience, including 22 years on the floor of the Chicago Board of Trade operating a successful commodities brokerage firm and almost six years with Athena Investment Group, which focused on small business assistance. Now with Sheridan Road Financial for the last five years, Feldheim assists clients with planning and implementing comprehensive wealth management strategies through financial planning and customized portfolio management.
When Tim is not working with clients, his priority is his family, including his wife and their six children. He has coached high school varsity football at Loyola Academy for 35 years, and volunteers his time at Elyssa’s mission, a foundation focused on suicide prevention among young at-risk students. He is also a member of the Sacred Heart Men’s Club and serves as the service chairperson.
Sheila Weinberg, CPA, is the founder and CEO of Truth in Accounting, whose mission is to compel governments to produce financial reports that are understandable, reliable, transparent and correct. Since 2002 Ms. Weinberg has led Truth in Accounting's research initiatives, which include "The Truth about Balanced Budgets: a Fifty State Study," the "Financial State of the States," and the "Financial State of the Union." Because of her expertise in governmental budgeting and accounting, Ms. Weinberg has testified before the Federal Accounting Standards Advisory Board (FASAB), the Government Accounting Standards Board, and numerous state legislative hearings on matters of proper government accounting.
Ms. Weinberg is a member of the Association of Government Accountants' Financial Management Standards Board, the University of Denver's School of Accountancy Advisory Board, and is a member of the Union League Club of Chicago's Public Affairs Committee. She has served as an independent legislative adviser to members of Congress on federal budgeting and accounting issues. She was also a member of the Comeback America Initiative Advisory Council, the Academy of Government Accountability Advisory Council and two FASAB Task Forces. Her commentary on the federal budget, Social Security, Medicare and other national issues has appeared repeatedly in numerous publications, including USA Today, Chicago Tribune and Chicago Sun-Times. She has been a guest on local and national television and radio shows, and is often engaged to speak on federal and state budget and accounting issues.
DATE: Thursday, February 8, 2018
Pre-Pay REGISTRATION DEADLINE: Wednesday, February 7 at noon.
Pre-Pay REGISTRATION CLOSED
TIME: 7:00-8:30 am
LOCATION: Max & Benny’s (Brookside Shopping Center), 461 Waukegan Road, Northbrook, IL 60062
COST: Please prepay
Walk-in tickets at the door: $30.00