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” NEW TAX STRATEGIES —
after the Tax Reform –
June 28, 2018 @ 7:00 pm - 9:00 pm$20 – $44
As we learned last January, the new Tax Reforms are going to have some significant impacts on our financial lives as investors. Now, after several months of the necessary bureaucratic negotiations and calculations, the smoke is clearing and we can see the results of their decisions on the actual implementation rules, and terms and definitions, of those Reforms — and what they can specifically mean for us in terms of our required New Tax Strategies. So this seminar will be a follow-on to the presentation last January — delving into the details of “…ok, now that we know the specifics, what do we need to be doing for our businesses?”
PLEASE REGISTER NOW – see below time, place and fees.
About the Trainer: Eric Lee is an IRS Enrolled Agent (EA) who owns and operates a tax accounting firm in McKinney, Texas (ProLine Tax Advisors). ProLine Tax focuses mostly on providing tax consulting and advisory services to real estate professionals and small business owners.Eric Lee started his real estate career as a Realtor, and real estate investor, with Keller Williams Realty and Austin Executive Homes in 2006. During his real estate career he focused mostly on working with sellers and investors. In 2009, Eric started Allied Home Solutions which acted as a third-party loss mitigation service to negotiate short sales, subject-to transactions, owner-financing, and wholesaling to investors. In 2012, he left real estate as a full-time career and co-founded a CPA firm with a longtime friend in Austin, Texas.
Since moving his tax advisory practice to McKinney in 2014 he has focused mainly on asset protection strategies and entity formation consulting for small businesses and real estate professionals. ProLine Tax Advisors also specializes in IRS audit and appeals representation. Mr. Lee represents clients regularly at various administrative levels of the IRS including examinations, appeals, and collection hearings.
Eric Lee is also licensed as Investment Advisor with Guideline Capital Management in McKinney. He holds a Texas General Lines life and health license, two FINRA licenses Series 6 & 7, and two NASAA licenses Series 63 & 65. He is also recognized as a Chartered Retirement Planning Counselor by the College for Financial Planning.
(networking 6:30 – 7:00)
6055 LBJ Freeway (at Preston), Dallas, Texas 75240.
Registration After June 27 = *AT THE DOOR – $29