CTEA monthly meetings are generally held on the last Monday of the month.  No
meeting in May, October, November and December. Meetings are held at the
Holiday Inn Midtown Hotel in north Austin at 6000 Middle Fiskville Road near
Highland Mall. Each monthly meeting includes a full-course meal and a
presentation that qualifies for one CE credit hour. On occasion, depending on
the topic and speaker, two CE credit hours are offered.  The cost of the luncheon
and presentation is $35 and fully deductible.  Lunch is served beginning at 11:15
a.m., with the speaker taking the podium at noon.  Visitors and guests, on a
one-time basis, are invited to attend for a cost of $35.
If you want to attend,
please contact
Lynn Parent to make the required reservation. For any other
meeting or CE Credit issues, please contact CTEA Vice-President/Education
Program Director Bree Ward at
tax@BreeWardEA.com or you can reach her at
512-569-0847..
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Meetings

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CTEA’s next meeting is:  

Monday, March 25, 2019
Location:
Holiday Inn Midtown, Austin, TX
Subject: The Lesser Known Investment Pieces of TCJA - Form
8300 & Opportunity Funds
*
Speaker: Bree Ward, Enrolled Agent & CTEA member
IRS Program Number: NX6M8-T-00087-19-I
Prerequisites: None
CE Credit Hours: One

*The presentation will describe the requirements for a 5-year
deferral of income when exercising pre-IPO employer stock
options.  It will also cover the limitations on investing in an
opportunity fund and how to capture the full waiver of tax
associated with qualifying capital gains.  In addition, property
owners who are located in an opportunity zone potentially hold a
hot asset and TCJA has created some tax-saving investment
options


For any future topics or issues you would like to have addressed,
please email Jackie Rollins at:
Jackie Rollins02@aol.com
Mark Your Calendars -
2019 meeting dates:

February 25, 2019
March 25, 2019
April 29, 2019
June 24, 2019
July 29, 2019
August 26, 2019
September 30, 2019
CPE November 5 and 6
(Tuesday and
Wednesday - Tuesday
is not an election day
this year)
Mark your calendars!
June 4-6, 2019
Plano Events Centre
Plano, Texas

Click here for flyer!