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February 2018 WIAFP Luncheon Meeting

  • 21 Feb 2018
  • 11:30 AM - 1:00 PM
  • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)
  • 9


Nathan Dosch, JD, MST, Vice President - Market Leader, First Business Trust & Investments

In December 2017, the House of Representatives completed the legislative process and sent the Tax Cuts and Jobs Act (“2017 Tax Act”) to President Trump. The President signed the bill into law on December 22, 2017.  The 2017 tax act is the most significant overhaul of the U.S. Tax code since 1986 and it will have a profound impact throughout the country and the economy.  This presentation will provide a summary of the 2017 tax act as it relates to taxpayers, businesses, charitable entities and the economy/market as a whole.  The goal is to equip the financial professional attendees with the knowledge and resources to assist their clients as they explore new planning options in 2018 and beyond. 

Nate Dosch is Vice President and Market Leader for First Business Trust & Investments responsible for the Milwaukee and Racine/Kenosha markets. He works closely with clients on their personal wealth management needs by focusing on the legal, tax and investment issues that high-net worth individuals/business owners face. His primary goals are to ensure the long-term vitality of his client’s hard-earned wealth and to support the achievement of his client’s uniquely personal financial goals.

In addition to experience in investment and wealth management, he spent nearly a decade as an estate, tax and business succession planning attorney in private practice and as a high-net worth tax manager in public accounting.  Nate earned his J.D. from Marquette University Law School, his M.S. in Taxation from UW – Milwaukee and his B.S. in Business Administration from North Dakota State University.

He is a member of the Waukesha County Estate Planning Council, the Milwaukee Estate Planning Forum, the Fox Valley Estate Planning Council, and the State Bar of Wisconsin. He is the Vice-Chair of the Wisconsin Bankers Association – Trust Section Board, a member the Wisconsin Trust Code drafting committee, the State Bar of Wisconsin committee on the Uniform Power of Appointment Act and the State Bar of Wisconsin committee on the Wisconsin Digital Property Act.

Nate is active in youth sports as a board member and coach for Lannon Stonemen Youth Baseball Club. He also enjoys playing golf, traveling and spending time with his wife and two boys at home in Menomonee Falls.

Schedule of Events:
Networking 11:30am - 12:00pm, Presentation & Lunch 12:00pm - 1:00pm

Lunch will include salad, your choice of three entrée options (selected during registration process), two family-style side dishes, and dessert

Virtual Attendees – Conference call details and presentation material will be emailed to you after registration closes. Presentation will begin at 12:00pm.

A few reminders…

  • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
  • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
  • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
  • Registration closes 48 hours before event; late registration requests can no longer be accommodated (Monday, February 19th at 2:00pm)

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