Please join us for an informative night of discussion on
Making the Most of Tax Reform
Insights to maximize your wealth planning potential both now and for the future

Meet The Keynote Speaker:

Ms. Alvina H. Lo
Chief Wealth Strategist, Wilmington Trust
Alvina is responsible for overseeing the wealth planning, strategic advice, and thought leadership services for Wilmington Trust's Wealth Advisory division. She manages a national team of wealth strategists, financial planners, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments. 

Alvina holds a bachelor’s degree in Civil Engineering from the University of Virginia where she was a Thomas Jefferson Scholar. She received her J.D. from the University of Pennsylvania, where she was a member of the Law Review and Order of the Coif. She also holds a Professional Tax Certificate in Estate Planning from New York University School of Law. 

Alvina is a published author on estate planning matters and has lectured at the American Bar Association, New York City Bar, and Barron’s Top Women Advisors Summit. She is admitted to practice in the state of New York and New Jersey. She is also a member of the Society of Trust and Estate Practitioners (STEP) and is a member of Women In America, a professional development group. She is a regional committee co-chair of the Thomas Jefferson Scholarship Foundation for the University of Virginia. Alvina is bilingual and speaks fluent Chinese-Cantonese and basic Chinese-Mandarin.

Highlights of the Topic of Discussion:
The 2017 Tax Cuts and Jobs Act will change the tax landscape for many Americans. Individuals and business owner of all levels of wealth will benefit from planning or revisiting existing plans under the new tax code provisions. Although the estate tax still exists, exemption amounts have doubled providing an unprecedented opportunity to plan and protect assets across generations. Lower income tax rates for individuals, corporations and pass-through entities may be offset or mitigated by limits on itemized deductions and phase-outs. What strategies can be employed to get the maximum benefit of the new lower rates? How is charitable giving impacted and what strategies will provide the most impact as it relates to charitable giving and legacy planning? This program addresses various planning opportunities and strategies as it relates to estate tax planning, income tax planning and charitable giving.
Event Schedule

5:30 p.m. - Networking/Cocktail Hour
6:30 p.m. - Dinner
7:00 p.m. - Keynote Speaker
Event Details

Tuesday, April 24, 2018
5:30 - 8:00 p.m.

The Country Club of Rochester
2935 East Avenue
Rochester, NY 14610
A Special Thank You To Our Sponsors For Their Continued Support