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Westside Chapter Education: Tax Planning for Divorce
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You're invited to join OATC Westside Chapter for 2 hours of continuing
education on "Planning for Divorce",
presented by Brent Hamilton, LTC, CFP.

No remote broadcast will be available.

When: Monday, July 22, 2019
7:00 PM
Where: The Griffith Drive Building, Room 330
4755 SW Griffith Drive
Beaverton, Oregon  97005
United States
Presenter: Brent Hamilton, WBH Financial Services
Contact: Robert Betts
503 780 4143

Online registration is closed.
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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 has been sent electronically to everyone who registered by Noon on Friday, and has been included on the final registration page for late registrants.  Please print out  prior to the class. Westside Chapter members will also find the links in our chapter library.


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.

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