Karan Wells

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Karan Wells

713 739-7007||www.cjmhlaw.com

November 2019


31st Annual Tax Planning Seminar

November 7, 2019 @ 9:00 am - 5:00 pm
The Briar Club, 2603 Timmons Lane
Houston,TX77027United States
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The Basics of Basis Adjustments and Book Ups Under Section 754 An overview of adjustments and book ups under Code § 754.  Presented by Andrea M. Paisley, J.D. The 4-1-1 on 401: Estate Planning for Qualified Retirement Plans and IRAs An overview of estate planning and income tax considerations when completing beneficiary designations, including the potential impacts of the SECURE Act.  Presented by Anthony Garcia, J.D., LL.M.  Profits Interests: Income Tax and Estate Planning Update  An overview of current developments…

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