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Mid-Willamette Chapter Meeting & Education: TAX PLANNING FOR DIVORCE
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Short chapter meeting at 6:00 PM followed by top-notch education
6:30 - 8:30, worth 2 continuing education credits.
Our speaker is Brent Hamilton, Certified Financial Planner.
Come early and enjoy a meal!

9/12/2019
When: Thursday, September 12, 2019
6 PM
Where: Elmer's
2802 Santiam Hwy SE
Albany, Oregon  97322
United States
Presenter: Brent Hamilton
Contact: Donna Byrne
(503) 765-8686


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TAX PLANNING FOR DIVORCE

Our speaker is Brent Hamilton, Certified Financial Planner, of WBH Financial Services in Lake Oswego.

The agenda will include Basic Marital Tax Matters, Community Property, Property Transfers Incident to Divorce, Property Basis, Premarital Agreements, Personal Residence, Section 1031, Pensions, Spousal Support, Child Support, Life Insurance, Bankruptcy, and Social Security Benefits.

A link to the handouts will be sent to everyone who registers before 3:00 pm Wednesday. Please print out  prior to the class.

 

ABOUT OUR SPEAKER

Brent HamiltonAfter graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services.  While attending college, Brent assisted in his father’s income tax preparation business.  This experience provided his credentials to become a Licensed Tax Consultant which allowed him to make tax consultation and preparation an integral part of his financial planning business.

Brent’s dedication to continuing education has yielded a Masters in Financial Planning, the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and admittance to represent clients before the IRS as an Enrolled Agent.

Brent’s commitment to lifestyle financial planning recognizes that money is but one of the tools necessary to live a life you desire.  He believes that helping you identify and reach your life goals is more important than just getting great returns on the assets he manages for you.  He uniquely combines tax and wealth management expertise to create tax efficient portfolio design and optimal distribution strategies for retirement.

 

BRING A GUEST ALONG!  First time visits from non-OATC members are at no charge.

Insider tip: Want to get your CE Certificate in a timely manner? Remember to REGISTER using the button above to let us know you are coming.

more Calendar

10/21/2019 » 10/22/2019
2019 OATC Super Star Seminar: Real Estate in the Light of the 2017 TCJA

10/22/2019
Mid-Columbia Chapter: Impact of New Affordable Care Act rules on Tax Preparation (2 hrs CE)

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