Lunch + Learn

Charlotte Lunch + Learn: 2018 Year End Tax Planning Considerations

With the reality of tax reform now front and center, are you prepared individual and for your business?

Learn what changes in the federal tax code can influence a wide range of your opportunities and decisions for 2018 and 2019. 

About Jack A. Heil CPA CFF PFS

Jack A Heil CPA CFF PFS is a solo integrated financial services firm operating in South Charlotte, North Carolina since 1989. 

Who Should Attend
Individuals and Small Business Owners

About the Presenter
Jack Heil, Licensed Certified Public Accountant & Personal Financial Specialist – Veracity Solutions

Jack A. Heil is a licensed Certified Public Accountant (CPA) and Personal Financial Specialist (PFS®) providing state-of-the-art integrated accounting and financial planning services in the Charlotte, North Carolina area. Jack works with individuals, families, and business owners and provides guidance on tax, retirement, insurance and investment planning. Jack also holds the Certified in Financial Forensics (CFF®) credential and is called up frequently to assist in complex financial matters and legal cases—analyzing large and complex bodies of data to extract critical information.

Date and Agenda

Wednesday, December 5
11:30 am – 1:00 pm

Registration & Lunch
11:30 am – 12:00 pm 
12:00 pm -1:00 pm


Packard Place
222 South Church Street
Suite 100
Charlotte, NC  28202
Map & Directions

There is parking available in the parking deck attached to Packard Place.


NC TECH Members and non-members can participate in this event. 

The program requires a $10 registration fee to attend (lunch included).  Space is limited to two people per member company/organization, please.  NC TECH reserves the right to cancel your registration if you don't meet the attendee requirements outlined above.

Questions about registration? Contact Mary Smith, Events Manager, at (919) 890-0772.

To see if your company is a member view the Member Directory - not a member and interested in joining?  Contact Carol Zimmerman!

Fine Print: All registrations to NC TECH events are final and non-refundable.  Refunds will only be offered if the event is canceled.  Registrations are transferable to another qualified guest.  Please contact NC TECH at 919.856.0393 to request such a transfer.


If you are interested in hosting a Lunch + Learn, please contact Tracy Sternberg.



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