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How the Cares Act Affects You & Year End Tax Planning

Brendan Dennis, CFP® & Erin Reed Ames, CPA, CFP® will be giving a review of the CARES Act changes for this year as it relates to year end, and some tax strategies to utilize for year end planning.

Not quite ready to join us in person? No problem! We are also providing a digital option. Learn more below.

Register Below
US Capital representing the CARES Act
AdamsWealthAdvisorsPresents-Banner-Thin-Blue

How the Cares Act Affects You
& Year End Tax Planning

Brendan Dennis, CFP® & Erin Reed Ames, CPA, CFP® will be giving a review of the CARES Act changes for this year as it relates to year end, and some tax strategies to utilize for year end planning.

Not quite ready to join us in person? No problem! We are also providing a digital option. Share the link with friends, and we look forward to seeing you soon!

LUNCH

Lunch is on us. It’s that simple. Enjoy a light meal & listen to our experts provide valuable insights. If you are not quite comfortable coming in for lunch, no problem! Register for our Zoom option below.

LEARN

Brendan Dennis, CFP® & Erin Reed Ames, CPA, CFP® have been following the CARES Act closely and are our experts on the topic here at Adams Wealth.

APPLY

Our priority is to share information that adds value, prepares you for the future and provides opportunities.

Event Details

Date & Time: November 18, 2020 @ 12:00 pm (Noon)

Location: Adams Wealth Advisors 1047 South 100 West Suite 220 Logan, UT 84321

Event Topic: How the Cares Act Affects You & Year End Tax Planning

Seating is limited as we take health & safety precautions for COVID-19, and create a safe environment for all in-person attendees. 

 

Disclosure: Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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      Get To Know Our Speakers

      Brendan Dennis Headshot

      Brendan Dennis, CFP®

      DIRECTOR OF FINANCIAL PLANNING

      Brendan is the Director of Financial Planning at Adams Wealth Advisors. He is responsible for overseeing all aspects of financial planning services within the firm. Brendan also serves as a Relationship Manager and works directly with the firm’s clients. He loves to help others make sense of their financial situation, create a plan, inspire them to action, and utilize planning and investing strategies to help them achieve their goals.

      Prior to joining Adams Wealth, Brendan worked as a Financial Planning Specialist for The Insight Group in Salt Lake City, UT and as a Registered Investment Advisor for United Capital in Denver, Colorado. Brendan is a CERTIFIED FINANCIAL PLANNER™ and received his degree in Finance and Economics from Utah State University.  While at USU, he was a member of and team captain of the USU golf team.

      Brendan and his wife, Kylie, have two girls, Gwen and Billie. In his free time, he still very much loves to get out and compete on the amateur golf scene. He is a proud Aggie fan and loves attending and supporting local sporting events and teams.

      Learn more about Brendan by visiting: https://adamswealthadvisors.com/2020/06/11/brendan-dennis-cfp/

      Or connect with him on LinkedIn: https://www.linkedin.com/in/brendanmdennis/

      Erin Reed Ames, CFP®, CEP®, CPA

      FINANCIAL PLANNING SPECIALIST

      Erin is the Financial Planning Specialist in the Planning Division at Adams Wealth Advisors. She is responsible for advising clients on a wide range of personal finance topics. Specifically, she specializes in tax and estate planning, as well as other unique business or financial situations. Erin is also the mastermind, and director of the Adams Wealth Charitable Giving program.

      She received her Bachelor’s degree from Utah State University in Accounting and Economics, as well as a Master’s degree in Accounting with an emphasis on Personal Financial Planning. In addition, Erin holds the impressive designations of CPA, CFP and CEP.

      In 2019, Erin launched the Adams Wealth Charitable Giving program. In its first two years, the program hosted, under Erin’s direction, two Triathlons where 100% of the proceeds were donated to the local CAPSA and Boys and Girls Club. As well as a Drive-In Movie event to benefit Jump The Moon, a student athlete recognition program and several other events to support local organizations.

      When needing a break from business, Erin relaxes by learning a new hobby, seeing a new destination, or enjoying the great outdoors with her sweet dog Nana.

      Learn more about Erin by visiting: https://adamswealthadvisors.com/2020/05/21/erin-reed-cfp-cep-cpa/

      Or connect with her on LinkedIn: https://www.linkedin.com/in/eringerraereed/.

      Brendan Dennis Headshot

      Brendan Dennis, CFP®

      DIRECTOR OF FINANCIAL PLANNING

      Brendan is the Director of Financial Planning at Adams Wealth Advisors. He is responsible for overseeing all aspects of financial planning services within the firm. Brendan also serves as a Relationship Manager and works directly with the firm’s clients. He loves to help others make sense of their financial situation, create a plan, inspire them to action, and utilize planning and investing strategies to help them achieve their goals.

      Prior to joining Adams Wealth, Brendan worked as a Financial Planning Specialist for The Insight Group in Salt Lake City, UT and as a Registered Investment Advisor for United Capital in Denver, Colorado. Brendan is a CERTIFIED FINANCIAL PLANNER™ and received his degree in Finance and Economics from Utah State University.  While at USU, he was a member of and team captain of the USU golf team.

      Brendan and his wife, Kylie, have two girls, Gwen and Billie. In his free time, he still very much loves to get out and compete on the amateur golf scene. He is a proud Aggie fan and loves attending and supporting local sporting events and teams.

      Learn more about Brendan by visiting: https://adamswealthadvisors.com/2020/06/11/brendan-dennis-cfp/

      Or connect with him on LinkedIn: https://www.linkedin.com/in/brendanmdennis/

      Erin Reed Ames, CFP®, CEP®, CPA

      FINANCIAL PLANNING SPECIALIST

      Erin is the Financial Planning Specialist in the Planning Division at Adams Wealth Advisors. She is responsible for advising clients on a wide range of personal finance topics. Specifically, she specializes in tax and estate planning, as well as other unique business or financial situations. Erin is also the mastermind, and director of the Adams Wealth Charitable Giving program.

      She received her Bachelor’s degree from Utah State University in Accounting and Economics, as well as a Master’s degree in Accounting with an emphasis on Personal Financial Planning. In addition, Erin holds the impressive designations of CPA, CFP and CEP.

      In 2019, Erin launched the Adams Wealth Charitable Giving program. In its first two years, the program hosted, under Erin’s direction, two Triathlons where 100% of the proceeds were donated to the local CAPSA and Boys and Girls Club. As well as a Drive-In Movie event to benefit Jump The Moon, a student athlete recognition program and several other events to support local organizations.

      When needing a break from business, Erin relaxes by learning a new hobby, seeing a new destination, or enjoying the great outdoors with her sweet dog Nana.

      Learn more about Erin by visiting: https://adamswealthadvisors.com/2020/05/21/erin-reed-cfp-cep-cpa/

      Or connect with her on LinkedIn: https://www.linkedin.com/in/eringerraereed/.

      CONTACT US

      (435) 752-1702

      1047 South 100 West
      Suite 220
      Logan, UT 84321