Tax Reform for Individuals and Small Businesses Seminar
Presentation materials
Individuals & Families - Access the video on YouTube
Small Businesses - Access the video on YouTube
PowerPoint Presentation - Individuals & Families
PowerPoint Presentation - Small Business
Program Handout Materials
Donating IRA Assets to Charity
The New Tax Deduction for Pass-through Entities (Sec. 199A)
Sample Tax Calculations (A Comparison Between Old and New)
When does a Donor Advised Fund make sense? (A Sample Calculation)
Tax Cuts & Jobs Act (The FULL text) *Warning, this will cause drowsiness
We welcome the opportunity to answer any questions you have about these materials and about how tax planning can help to optimize your financial plan. Please contact us at any time to begin or continue this discussion.
More about the presenter
Jim Ramborger is an owner and the Director of Tax Services at Hagen, Kurth, Perman & Co., P.S. He brings a highly diverse experience base including audit, tax and general business compliance services. He specializes in serving closely held businesses and their entrepreneurial owners. His number one goal in serving clients is to be seen as a valuable resource, helping clients meet and exceed their business and family goals.
Jim has been with Hagen, Kurth, Perman for nearly 10 years. He started his career at Langabeer, McKernan, Burnett, & Co., P.S. in Everett, Washington. He holds B.S. in Accounting and Business Administration from Central Washington University and an M.S. in Taxation from Golden Gate University.
In his spare time, Jim is an avid runner and hiker. He enjoys family and friends, especially spending time with them outdoors.