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April 2018

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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Complimentary

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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May 2018

Pass-Through Planning Opportunities Under The Tax Cuts and Jobs Act

May 9 @ 10:00 am - 12:00 pm

This event is held exclusively on CPA Academy: Click here to view course and register.

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June 2018

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

June 14 @ 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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Complimentary

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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Retirement Under The New Tax Law

June 21 @ 6:30 pm - 8:00 pm
Houston Community College – West Loop Campus, 5601 West Loop South
Houston, TX 77081 United States
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Complimentary

Are you retired or planning on retiring in the next 8 years? DON’T MISS THIS IMPORTANT FREE WORKSHOP! The Tax Cuts and Jobs Act made significant changes to the tax code that will greatly impact how you save for retirement and how you take distributions in retirement. Not knowing the provisions of the law can potentially leave you with a larger tax liability and less money in retirement. In this workshop, you will learn: How the new IRA Recharacterization provision works,…

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Retirement Under The New Tax Law

June 23 @ 10:30 am - 12:00 pm
Houston Community College – West Loop Campus, 5601 West Loop South
Houston, TX 77081 United States
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Complimentary

Are you retired or planning on retiring in the next 8 years? DON’T MISS THIS IMPORTANT FREE WORKSHOP! The Tax Cuts and Jobs Act made significant changes to the tax code that will greatly impact how you save for retirement and how you take distributions in retirement. Not knowing the provisions of the law can potentially leave you with a larger tax liability and less money in retirement. In this workshop, you will learn: How the new IRA Recharacterization provision works,…

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July 2018

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

July 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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Complimentary

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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Retirement Under The New Tax Law

July 31 @ 6:30 pm - 8:00 pm
Cinco Ranch Public Library, 2620 Commercial Center Blvd
Katy, TX 77494 United States
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Complimentary

Are you retired or planning on retiring in the next 8 years? DON’T MISS THIS IMPORTANT FREE WORKSHOP! The Tax Cuts and Jobs Act made significant changes to the tax code that will greatly impact how you save for retirement and how you take distributions in retirement. Not knowing the provisions of the law can potentially leave you with a larger tax liability and less money in retirement. In this workshop, you will learn: How the new IRA Recharacterization provision works,…

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August 2018

§199A: Qualified Business Income

August 9 @ 10:00 am - 11:00 am
Live Webinar – You will be sent an invitation link after your registration is confirmed.
Complimentary

The Impact of Proper Pension Planning for Pass Through Entities.

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Retirement Under The New Tax Law

August 21 @ 6:30 pm - 8:00 pm
Houston Community College – West Loop Campus, 5601 West Loop South
Houston, TX 77081 United States
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Are you retired or planning on retiring in the next 8 years? DON’T MISS THIS IMPORTANT FREE WORKSHOP! The Tax Cuts and Jobs Act made significant changes to the tax code that will greatly impact how you save for retirement and how you take distributions in retirement. Not knowing the provisions of the law can potentially leave you with a larger tax liability and less money in retirement. In this workshop, you will learn: How the new IRA Recharacterization provision works,…

Find out more »

Retirement Under The New Tax Law

August 23 @ 6:30 pm - 8:00 pm
Houston Community College – West Loop Campus, 5601 West Loop South
Houston, TX 77081 United States
+ Google Map

Are you retired or planning on retiring in the next 8 years? DON’T MISS THIS IMPORTANT FREE WORKSHOP! The Tax Cuts and Jobs Act made significant changes to the tax code that will greatly impact how you save for retirement and how you take distributions in retirement. Not knowing the provisions of the law can potentially leave you with a larger tax liability and less money in retirement. In this workshop, you will learn: How the new IRA Recharacterization provision works,…

Find out more »
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