The South Texas Chapter of the American Academy of Attorney-CPAs presents:

The Value of Roth IRA Conversions 

And Single Ks as Impacted by 

the Recent Tax Cuts

Presented by: 

Daniel Leightman

Program Description

The new tax law has changed the Roth IRA game by introducing lower tax rates as well as new Section 199A providing an even lower tax rate for a large class of taxpayers.  The presentation will provide an overview of 199A and its role in 401(k) decision making and conversion to Roth IRAs as well as the use of pension/401(k) contributions to optimize the benefit of 199A.  The presentation will also discuss the potential advantage of a single 401(k) over the standard SEP and a potential independent contractor solution for achieving eligibility for a single 401(k) for small practitioners.

Learning Objective

• Expand analysis of the role of  401(k)/Roth IRA planning under the new tax law. 

Date & Time                                                                    

Friday, February 22, 2019                                                                

8:30 a.m. - 9:30 a.m. Central Time  (Breakfast Provided)   

Location

FCA Offices, 791 Town & Country, Suite 250,  Houston, TX

Education

NASBA-approved for 1.00 CPE credit in Tax; State Bar of Texas approved for 1.00 MCLE credit 

Free Admission

Admission is FREE for all business professionals. For information on the cancellation policy please call 888-ATTY-CPA ext. 2.

About the Presenter

In 2014, Dan Leightman became the principal of Leightman Tax Law PLLC.  Previously he was a partner in the International Tax Group at Gardere in Houston, TX.  Utilizing more than 30 years of experience as an in-house senior corporate tax executive, he handles a broad range of tax matters including foreign tax, mergers and acquisitions, worldwide effective tax rates, income tax, foreign currency issues, tax accounting, taxation of structured financial products and international joint ventures.

Prior to joining Gardere, Mr. Leightman was Vice President-Taxes at Cooper Industries Ltd. and Director of Taxes at Intel Corp. and Parsons Corp. Mr. Leightman is a frequent speaker for numerous tax conferences and seminars sponsored by IFA, Tax Executives Institute, Practicing Law Institute, Internal Revenue Service International - George Washington University, World Trade Institute, CITE, Risk Magazine of London, Financial Times of London and Structured Finance Institute, among others.

Click here to read Mr. Leightman's full biography.

Registration

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2.

Additional Information

Delivery Method: Group-Live

Program Level: Update

Prerequisites: Anyone who has a background in taxes who 

desires to keep current

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.