The New Tax Plan: The Good, The Bad & The Ugly
In December of 2017, the House and Senate passed The Tax and Jobs Act of 2017. How does the tax plan affect American taxpayers? What changes could affect us as New Yorkers? What could be the long term effects to U.S. businesses and the economy?
Purchase College alumnus David Settanni ’09, Vice President of Settanni Financial, will go through a few key factors that could affect your bottom line, and open up for a discussion about the potential long term economic effects.
Informative handouts will be distributed during the lecture.
About the Instructor
Dave Settanni ’09, BA Economics, specializes in tax, retirement and estate planning for high net worth families in Westchester County. David practices core-satellite investing, allocating the majority of portfolios to a diversified index strategy and allocating the remainder of portfolios to individual value stocks. He passed the CFA Level I exam in December 2017 and holds his Series 7 and 66 licenses. Settanni has been a financial advisor at Settanni Financial since 2013; a tax advisor at Don Settanni, CPA PLLC since 2011; and worked as an economist with the Bureau of Labor Statistics, US Dept of Labor from 2009 to 2011.
His time spent out of the office is with his family, and volunteering for various not for profit organizations.