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FPA Houston Women’s Luncheon
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9/14/2018
When: September 14
11:30 - 1:00
Where: Maggiano's Little Italy
2019 Post Oak Blvd.
Houston, Texas  77056
United States
Contact: Carrie Ousley


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FPA of Houston Women in Financial Planning Luncheon

 

 

 

This event is now sold out.  Please join the waiting list and we will contact you if a spot becomes available.

 

FPA of Houston is excited to be bringing this to FPA Houston as some of the other FPA chapters across the country already have a similar program.  

 

This event is open to both FPA members, and prospective members (guests).  Join us for lunch and great conversation at Maggiano's near the Galleria..  

The Tax Cuts & Jobs Act of 2017: What You Need to Know

 

Guest Speaker: Catherine Lightfoot / EEPB, PC

 

1 CFP, CPA, CIMA CE

 

The “Tax Cuts and Jobs Act of 2017” is being called one of the largest changes to tax law in over 30 years.  Every type of taxpayer will be affected by the changes, from individuals to small and large companies.  No one has escaped the tax form.  Some of the changes started as early as September 2017.  The rest are all in effect as of January 1, 2018.  This presentation will help you understand what has changed in the law and the impact it will have on taxpayers.

 

Learning Objectives:

  • Understand how the Tax Cuts and Jobs Act of 2017 will affect tax, financial and estate planning strategies for your clients
  • Changes in individual tax rates and itemized deductions
  • Review what was taken away and what stayed
  • A new business loss limitation and new rules for the net operating loss deduction
  • The 6 steps to the new 20% deduction
  • Changes to the corporate tax rates and allowed deductions

 

 

Future Women's Group topics to include: Succession Planning, Work Life Balance, Study Groups, Career Paths, and more!

 

Space is limited to the first 25 people who sign up.  If you would like to attend, please RSVP.  We will need a head count in advance to let the restaurant know. Look forward to seeing you there!

 

Registration Fee:  $25 - Includes lunch & beverage

 

 

 

 

 

 

 

 

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