For CPAs –

Earn CPE hours with Goodman Financial

In Coordination with TXCPA Houston

 

Reserve Your Spot Today

Limited Attendance, Complimentary CPE

No course fees, complimentary breakfast and/or lunch provided

Training Room Schedule

August 2022

Tuesday, August 16, 2022 (8am – 4pm)
Financial Planning A to Z (8 CPE hours)

Thursday, August 25, 2022 (8am – 12pm)
Financial Planning Roadmap – Course Correction
Charitable Gifting & Giving Strategies (4 CPE hours)

September 2022

Thursday, September 22, 2022 (11:30am – 1:30pm)
Market Update
Tax & Investment Planning, Ages 55-72 (2 CPE hours)

Thursday, September 29, 2022 (8am – 11am)
Equity Compensation: Taxation and Planning
Tax Efficient Investing (3 CPE hours)

October 2022

Tuesday, October 11, 2022 (8am – 11am)
Financial Planning & Investing 101
Reality Based Investing (3 CPE hours)

Tuesday, October 18, 2022 (8am – 4pm)
Financial Planning A to Z (8 CPE hours)

November 2022

Thursday, November 3, 2022 (10am – 2pm)
Financial Planning Roadmap – Course Correction
Charitable Gifting & Giving Strategies (4 CPE hours)

Tuesday, November 15, 2022 (11:30am – 1:30pm)
Tax Efficient Investing (2 CPE hours)

December 2022

Thursday, December 1, 2022 (11:30am – 1:30pm)
Market Update
Tax & Investment Planning, Ages 55-72 (2 CPE hours)

Thursday, December 8, 2022 (8am – 11am)
Equity Compensation: Taxation and Planning
Financial Planning & Investing 101 (3 CPE hours)

Course Descriptions

8am – 4pm

Financial Planning A to Z (8 CPE hours)

This full day presentation provides a deeper dive into the various areas of financial planning, including cash budgeting, risk management, retirement planning, tax planning, investment planning, and estate planning.

8am – 12pm

Financial Planning Roadmap – Course Correction
Charitable Gifting & Giving Strategies (4 CPE hours)

Financial Planning Roadmap – Course Correction: In this session, we will explore strategies to increase the probability of being able to fully fund your goals and enjoy the retirement you envision. We will use a case study format with a baseline financial plan and begin to evaluate the impact of decisions in critical planning areas. We will also examine the impact of risks to the plan, such as market volatility, taxation, low Social Security payments, longevity, inflation, and health care expenses so that you can anticipate and plan for such risks.

Charitable Gifting & Giving Strategies: In this session, we will explore strategies to make a difference in the lives of others, while doing so tax efficiently. A few of the strategies that will be discussed include Donor Advised Funds, Qualified Charitable Distributions, current Gift Tax and Estate Tax rules, and potential rule changes.

11:30am – 1:30pm

Market Update
Tax & Investment Planning, Ages 55-72 (2 CPE hours)

Market Update: This presentation will provide insights into what the current financial market environment looks like and provide some color on what the future might hold.

Tax & Investment Planning, Ages 55-72: Transitioning from asset accumulation to retirement distribution presents many opportunities and potential pitfalls. This presentation will help you plan for and navigate for those years between your 55th and 72nd birthdays. Some areas covered are pre-59.5 withdrawals, required minimum distributions (RMDs), health insurance, Medicare, social security, net unrealized appreciation (NUA), taxation at the 0% capital gain rate, Roth conversions, asset allocation, tax-efficient distribution strategies and more.

8am – 11am

Equity Compensation: Taxation and Planning
Tax Efficient Investing (3 CPE hours)

Equity Compensation: Taxation and Planning: This presentation will discuss various types of equity compensation plans and their features, including stock options, grants, restricted stock and stock purchase plans. Tax characteristics and implications of owning employer stock will be covered in depth, along with other planning considerations to help maximize tax-efficiency.

Tax Efficient Investing: Tax efficiency can be one of the most overlooked and underutilized opportunities relating to one’s personal financial planning. Tax efficiency in how one saves, invests, and makes retirement distributions can be the difference between investment success and well-funded retirement, possibly with a legacy for one’s children, versus financial stress in one’s retirement years. Tax efficiency is something to consider now.

8am – 11am

Financial Planning & Investing 101
Reality Based Investing (3 CPE hours)

Financial Planning & Investing 101: This course will provide a high-level review of the different areas of financial planning, including budgeting, savings, investments, insurance considerations and estate planning. Extra time will be spent on the discussion of investment fundamentals, including asset allocation, diversification, rebalancing, active and passive investing, as well as surprising observations regarding target date funds. Tax efficient planning, from a CPA’s perspective, will be included in the session.

Reality Based Investing: This presentation will provide information on how new headlines, prognosticators, and even data can be misleading if not looked into thoroughly. Discussion will include investing strategies to protect your future.

8am – 4pm

Financial Planning A to Z (8 CPE hours)

This full day presentation provides a deeper dive into the various areas of financial planning, including cash budgeting, risk management, retirement planning, tax planning, investment planning, and estate planning.

10am to 2pm 

Financial Planning Roadmap – Course Correction
Charitable Gifting & Giving Strategies (4 CPE hours)

Financial Planning Roadmap – Course Correction: In this session, we will explore strategies to increase the probability of being able to fully fund your goals and enjoy the retirement you envision. We will use a case study format with a baseline financial plan and begin to evaluate the impact of decisions in critical planning areas. We will also examine the impact of risks to the plan, such as market volatility, taxation, low Social Security payments, longevity, inflation, and health care expenses so that you can anticipate and plan for such risks.

Charitable Gifting & Giving Strategies: In this session, we will explore strategies to make a difference in the lives of others, while doing so tax efficiently. A few of the strategies that will be discussed include Donor Advised Funds, Qualified Charitable Distributions, current Gift Tax and Estate Tax rules, and potential rule changes.

11:30am – 1:30pm

Tax Efficient Investing (2 CPE hours)

Tax efficiency can be one of the most overlooked and underutilized opportunities relating to one’s personal financial planning. Tax efficiency in how one saves, invests, and makes retirement distributions can be the difference between investment success and well-funded retirement, possibly with a legacy for one’s children, versus financial stress in one’s retirement years. Tax efficiency is something to consider now.

11:30am-1:30pm

Market Update
Tax & Investment Planning, Ages 55-72 (2 CPE hours)

Market Update: This presentation will provide insights into what the current financial market environment looks like and provide some color on what the future might hold.

Tax & Investment Planning, Ages 55-72: Transitioning from asset accumulation to retirement distribution presents many opportunities and potential pitfalls. This presentation will help you plan for and navigate for those years between your 55th and 72nd birthdays. Some areas covered are pre-59.5 withdrawals, required minimum distributions (RMDs), health insurance, Medicare, social security, net unrealized appreciation (NUA), taxation at the 0% capital gain rate, Roth conversions, asset allocation, tax-efficient distribution strategies and more.

8am – 11am

Equity Compensation: Taxation and Planning
Financial Planning & Investing 101 (3 CPE hours)

Equity Compensation: Taxation and Planning: This presentation will discuss various types of equity compensation plans and their features, including stock options, grants, restricted stock and stock purchase plans. Tax characteristics and implications of owning employer stock will be covered in depth, along with other planning considerations to help maximize tax-efficiency.

Financial Planning & Investing 101: This course will provide a high-level review of the different areas of financial planning, including budgeting, savings, investments, insurance considerations and estate planning. Extra time will be spent on the discussion of investment fundamentals, including asset allocation, diversification, rebalancing, active and passive investing, as well as surprising observations regarding target date funds. Tax efficient planning, from a CPA’s perspective, will be included in the session.

Reserve Your Spot Today

Limited Attendance, Complimentary CPE

No course fees, complimentary breakfast and/or lunch provided

CPE Hours

Goodman Financial CPAs