January 9, 2019 Breakfast Meeting Announcement
The first hour of the presentation will be general coverage of TJCA, how it affects individuals, and their businesses, including indexed numbers for 2019.
The second hour we will drill down to the specific changes having to do with investing, investment income, taxation thereof, investment expenses, changes to deferrals, rollover rules, conversions, changing your mind, etc.
Wednesday, January 9th, 2019
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
Members $15 / CFA Members $25 /Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)
Registration and Breakfast 7:15 AM
Speakers will speak 7:45 AM -9:30 AM
2 Hrs of CE Credits for FPA/CFA Members
RSVP to Gerry Oldenski by Friday,
January 4, 2019 at
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speaker:
Donald Hartman, CPA, P.C has been in the tax business for 32 years. He specializes in IRS representation having to do with collection and related issues.
Donald has had his own accounting practice since 1992.
He prepares and presents several seminars each year on a variety of topics, including Estates & Trusts, individual tax issues, and business tax issues such as the choice of business entity considerations.
His hobbies include bow hunting, rebuilding old landcruisers, and camping/offroading.
Donald says: "My financial advisor calls me a bottom feeder, and is far more risk-averse than I. When I call and ask for an opinion on a stock, more often than not, he just shakes his head."