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July 2018

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

July 19, 2018 @ 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

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, 2018 @ 6:30 pm - 8:00 pm
Cinco Ranch Public Library, 2620 Commercial Center Blvd
Katy, TX 77494 United States
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Free

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, 2018 @ 10:00 am - 11:00 am
Live Webinar – You will be sent an invitation link after your registration is confirmed.
Free

The Impact of Proper Pension Planning for Pass Through Entities.

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Retirement Under The New Tax Law

August 21, 2018 @ 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,…

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Retirement Under The New Tax Law

August 23, 2018 @ 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 »

January 2019

Web Event – ROTH IRAs for your Kids and Grandkids

January 16 @ 7:00 pm - 7:45 pm
Online

OBJECTIVE ROTH IRAs are one of the most efficient ways to save not just for retirement, but for many other things in life. The best way to jump start the savings for kids and grandkids in these tax-advantaged accounts are to fund them as early as possible. AGENDA ROTH Basics & Advantages Contribution Rules for Adults Contribution Rules for Minors Distribution Rules Conversion Options

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Business Owners Workshop

January 19 @ 8:00 am - 12:00 pm
Houston Community College – West Loop Campus, 5601 West Loop South
Houston, TX 77081 United States
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Free

In this half day workshop we will review the unique challenges that business owners face when they engage in planning. By understanding these challenges and studying some of the solutions available, you will have the confidence to plan for your future, the future of your business and most importantly, the future of your family. Tax Reduction Planning Where are you paying taxes now? Where will you be paying taxes later? What can you do to reduce or eliminate taxes now…

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Web Event – Avoiding IRA Beneficiary Mistakes

January 24 @ 7:00 pm - 7:45 pm
Online

OBJECTIVE Mistakes in IRA beneficiary designations can potentially costs hundreds of thousands dollars in wealth transfer to your family. There are steps that need to be taken while the IRA owner is alive, as well as steps that must be taken by those who are beneficiaries. WHAT YOU WILL LEARN How to avoid the spousal rollover trap When it makes sense to convert inherited qualified plans to Inherited ROTH IRAs How to plan for pending legislation in congress and strategies…

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May 2019

Web Event: Eliminate & Minimize Unnecessary Tax Drag from Your Investments

May 8 @ 7:00 pm - 7:45 pm

  OBJECTIVE Taxes can be the single largest performance drag on your investment portfolio. Not having a clear plan can significantly reduce the amount of money available to you. This webinar will show you how to utilize tax planning expertise into the construction of your portfolio to keep more of your money. WHAT YOU WILL LEARN The difference between tax-favored vs. non tax-favored assets When and how gains and loses should be recognized To manage your tax bracket on a…

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Web Event: Leverage Bucket Filling to Maximize Your Wealth

May 15 @ 7:00 pm - 7:45 pm

  OBJECTIVE The choices we make during our saving years can limit our options in our retirement years. One of the costliest mistakes made during the saving years is not properly utilizing the different tax buckets. During distribution, those with multiple options may have the opportunity to leverage the existing tax laws at that time to maximize the amount of income that’s available to them as well as the ultimate wealth that is transferred to their heirs. This webinar will…

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