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April 2017

Baylor College of Medicine

April 5, 2017 @ 10:30 am - 11:30 am
Baylor College of Medicine, 2450 Holcombe Blvd.
Houston, TX 77021 United States
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Baylor College of Medicine

April 6, 2017 @ 1:00 pm - 2:00 pm
Baylor College of Medicine, 2450 Holcombe Blvd.
Houston, TX 77021 United States
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August 2017

City Of Houston

August 30, 2017 @ 1:30 pm - 2:30 pm
City of Houston, 4545 Groveway
Houston, 77087 United States
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February 2018

Significant Changes to Business Taxation Under TCJA

February 22 @ 6:00 pm - 7:30 pm
Tailwid Financial Strategies, LLC, 1980 Post Oak Blvd, 15th Floor
Houston, TX 77056 United States
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Complimentary

Sold Out!

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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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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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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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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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Business Owner Lunch Workshop

April 26 @ 12:30 pm - 1:30 pm
Tailwid Financial Strategies, LLC, 1980 Post Oak Blvd, 15th Floor
Houston, TX 77056 United States
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Complimentary

Building a successful business takes a great deal of resources. With your time and energy focused on the daily demands of running your business, you may not be aware of some important planning issues. Proper Planning Is Critical For Long Term Success Learn more about the four critical but often overlooked planning areas. Succession Planning Retirement Planning Key Employee Planning Estate Planning It’s important to address these areas now so your business or loved ones are not exposed to potential…

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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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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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