We’ve reviewed a lot of information concerning some of the major revisions in the new tax law.  In summary, we covered many changes to tax rates, education provisions, estate taxes, and retirement planning.
This tax cut’s complexity may cause confusion.  We hope you will feel confident in working with us to review your individual situation to help you maximize these new opportunities.
We encourage you all to plan now to be prepared before 2002 arrives.

Thank you for attending today.

I encourage you to please see me individually if you would like to set an appointment to review your personal situation.