GSCF Calendar

Professional Adivsor Workshop @ Greater Salina Community Foundation
Jun 26 @ 12:30 pm – 3:00 pm

Tax Reform—Its Impact and Planning Strategies
An Overview of Tax Strategies including Tax Cuts and Jobs Act 2017

How does the new Tax Cuts and Jobs Act affect your clients? Join us to learn more about how it impacts numerous tax specializations, including individual, corporate, and estate tax planning. The presentation will focus on the planning suggestions you should be passing on to your clients in 2018. This event is open to all professional advisors in the Salina area!

Workshop Details
Tuesday, June 26, 2018
2 CLE credits pending.
Contact our office for more info!
Lunch at 12:30 p.m. (free)
Program begins at 1:00 p.m.
Greater Salina Community Foundation 119 W. Iron Ave., 8th Floor
Limited to 35 attendees.
Register by June 22.

Meet the Presenter: Julie A. Welch

Julie A. Welch (Runtz), CPA, PFS, CFP, licensed in Florida, Kansas, and Missouri only, a certified public accountant, personal financial specialist, certified financial planner and a partner/shareholder with Meara, Welch, Browne in Leawood, Kansas, is the Director of the firm’s tax department.

She earned her Bachelor of Science in Accounting and Business Administration from William Jewell College and her Master of Science in Accounting with a Taxation Focus from the University of Missouri-Kansas City. She received the MSCPA Women to Watch Award for 2007 and the UMKC Alumni Achievement Award for 1999. She serves on the faculty of the American Institute of Certified Public Accountants National Tax Education Program.

She has written articles for several publications including The Practical Accountant, The Kansas City Star, and The Asset. She is a co-columnist for the Journal of Financial Planning. She recently co-authored and published 101 Tax Saving Ideas, Tenth Edition. She speaks nationally on tax planning topics, and has appeared on radio and television. She has been quoted in numerous publications on many tax issues. Julie is a member of several professional organizations including the AICPA, MSCPA, and FPA.

Special Thanks to Our Education Partners

These generous partners support the our efforts to provide philanthropy education for donors, professional advisors and nonproft professionals. Thank you!
Advantage Trust Company

  • The Bank of Tescott
  • The Bennington State Bank-Trust and Wealth Management
  • Capitol Federal Foundation
  • Clark, Mize & Linville, Chartered
  • Clubine and Rettele, Chartered
  • First Bank Kansas
    Hampton & Royce LC
  • Kennedy, Berkley, Yarnevich & Williamson, Chartered
  • K-Coe Isom, LLP
  • Darris K. Larson, Wells Fargo Advisors, LLC
  • Rose Hill Bank
  • Wedel Financial Group of Wells Fargo Advisors, LLC