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November 2019 Chapter Meeting - Tax Planning Ideas for 2019
Wednesday, November 13, 2019, 11:30 AM - 1:30 PM PDT
Category: Chapter Meetings

Advanced registration has now closed. You may still register on-site at the regular registration rate of $55.
Please email [email protected] with any questions. Thank you!

Tax Planning Ideas for 2019

November 13, 2019
11:30 am - 1:30 pm

Multnomah Athletic Club
1849 SW Salmon St
Portland, OR 97205
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Advance Registration Fees
: $40 FPA Members | $55 Non Members
On-site Registration Fees: $55 FPA Members & Non Members

About the Presentation

Learn about all of the opportunities around tax planning, specifically:

  • Planning for residency - Don't forget income taxes when you choose where to live in retirement
    • How the states tax IRA distributions, deferred compensation, an annuity income
    • If you have homes in multiple states, what state gets to tax your income
  • Charitable planning strategies under the new tax law
  • Ozone investing - reviewing the new tax benefit could affect you and your clients
    • Looking at the tax code to understand the investment opportunity in low-income areas that can benefit from private sector Ozone equity investments 

About the Presenters

Eric Hormel, CPA, Perkins & Co

Eric, a native Oregonian, joined Perkins & Co in 1997 and is a tax shareholder at the firm. A member of our Legacy Planning Practice Group, Eric specializes in working with high net worth individuals and their families. His expertise lies in providing income and tax consulting, including review of estate plans, business succession and charitable gift planning. Additionally, Eric works with executives on the tax issues surrounding compensation including the implications of exercising and selling stock options.

Eric also leads our Creative Services Practice Group with his long history as a trusted advisor working with Portland’s largest advertising and PR firms, along with other creative service companies. He offers clients proactive advice based on his extensive experience and industry knowledge. 

A recipient of Portland Business Journal’s 40 Under 40 Award in 2010, Eric was recognized for his dedication to client service as well as his support of not-for profit organizations such as the Regional Arts & Culture Council.

Kim Spaulding, CPA, Perkins & Co

Kim joined Perkins & Co in 2016 as a senior manager and has over 23 years of tax planning and compliance services. 

Kim focuses on serving high net worth individuals and closely held businesses and their owners. A leader in our Legacy Planning Practice Group, Kim is adept at helping her clients grow and protect their wealth through strategic tax planning. Under her guidance, Kim’s clients minimize income and estate tax using a variety of techniques, including gifting, charitable and other types of trusts as well as entity planning. 

Kim is an excellent listener and a great communicator. She takes the time to understand her clients’ personal and family goals, and devises lifetime gifting strategies that reflect their values and protect their assets for future generations. 

This meeting is proudly sponsored by

 Approved for 2 hours CFP and 2 hours Oregon Insurance Division.

Contact: FPA of Oregon & SW Washington [email protected]