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Houston, TX: Making Informed Decisions about the Tax Consequences of Many Transactions
Aug 23, 2019 08:30am -
Aug 23, 2019 09:30am
Program Title: Making Informed Decisions About the Tax Consequences of Many Transactions Utilizing Time Value of Money Consequences
Presented by: Dan Leightman
Program Description & Learning Objectives
This two part presentation will focus on the calculation of various time value of money concepts and will illustrate the use of Excel in the calculations. Tax planning techniques discussed at the presentation will include deferred executive compensation, various employer pension plans as well as IRAs, cost segregation, and non-qualified stock options. Various tax planning techniques based on advanced funding of expenses will be tested against the taxpayer's weighted average cost of capital (WACC).
Time value of money calculations will be utilized to demonstrate when an investor should consider making an investment in a self-directed IRA portfolio rather than in his taxable portfolio even if unrelated business income tax would be applicable to the IRA investment. Other IRA examples will illustrate the benefit of maximizing IRA contributions and will also analyze the consequences of proposed legislation limiting the term of "stretch" IRAs.
*The second part of the presentation will take place at a 2020 chapter meeting - to be scheduled.
Date & Time
Friday, August 23, 2019
8:30 a.m. - 9:30 a.m. Central Time (Free Breakfast!)
, 791 Town & Country, Suite 250, Houston, TX
Free breakfast provided for those attending in person.
All local individuals (members and non-members) are encouraged to attend in-person
- or -
Webinar (AAA-CPA members only for those that cannot attend in-person)
NASBA-approved for 1.0 CPE credit in Tax; State Bar of Texas approved for 1.0 MCLE credit
for both events.
The webinar program is for AAA-CPA members only
. Not a member? Join today at
2 months of
S. TX Chapter
Early registration ends on Jul 26, 2019.
Regular registration starts on Jul 27, 2019 and ends on Aug 22, 2019.
Late registration starts on Aug 23, 2019.
(GMT-06:00) Central Time (US & Canada)
Register for this event