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March 2018

Estate Planning for IRA’s – CPA/CPE Continuing Education

March 8 @ 6:30 pm - 8:30 pm
Tailwid Financial Strategies, LLC, 1980 Post Oak Blvd, 15th Floor
Houston, TX 77056 United States
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Free 10 spots left

This presentation will survey common issues and considerations centered on the IRA, or IRA rollover, in the estate plan, including beneficiary choices, the use of testamentary trusts, disclaimers, and charitable bequests. Presentation will emphasize income taxation and wealth transfer taxation and effective planning to defer or mitigate tax.

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April 2018

To Err is Human: Common Estate Planning Mistakes – CPA/CPE Continuing Education

April 19 @ 6:30 pm - 8:30 pm
Tailwid Financial Strategies, LLC, 1980 Post Oak Blvd, 15th Floor
Houston, TX 77056 United States
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Free 10 spots left

This course will review common planning mistakes that are frequently made by individuals while accumulating assets during their lifetime and planning for the distribution of assets upon death. Specifically, the course will discuss the overuse of the marital deduction from a tax planning perspective; the tax consequences of not considering the impact of state estate taxes; pitfalls when choosing beneficiaries of life insurance, annuities, qualified plans, and IRAs; the income and estate tax issues resulting from owning assets jointly with…

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Wealth Preservation Planning for the Unique Concerns of Doctors

April 28 @ 10:00 am - 11:30 am
Children’s Museum of Houston, 1500 Binz St
Houston, TX 77004
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Free

Special Invite-Only Event for Doctors This is a special event for a select group of invited guests only.  If you are a doctor wanting to get on the list for a future event, please contact us via this form. Spouses and Children Welcome Don't forget to bring your spouse and children.  Complimentary parking and museum passes for children while you/spouse attend this very informative seminar.

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