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Economic, Tax, and Wealth Management Planning in an Election Year

September 20, 2016
Tobin Center
115 Auditorium Circle
San Antonio, TX  78205
get directions

Candace Lynch
(210) 308-7963
  • Summary
  • Agenda
  • Presenters
BDO USA, LLP, Dykema Cox Smith and South Texas Money Management, Ltd invite you and your colleagues to a complimentary seminar. Take advantage of this unique opportunity to hear from our experts on how to effectively plan for the effects occurring on your present financial, tax and wealth management due to this year’s election. 

Specific topics to be covered include:
  • Individual Income Tax
  • Estate Tax
  • Legal issues
  • Investment issues
8:00 AM to 8:30 AM – Registration and Breakfast

8:30 AM to 8:40 AM – Welcome and Introductions

8:40 AM to 9:10 AM – “Election Year Investing” presentation

9:10 AM to 10:30 AM – Panelist Discussion

10:30 AM to 11:00 AM – Q&A 
Janet Stigent-Burns, Tax Partner, BDO USA, LLP

Harry W. Wolff III, Senior Attorney, Dykema Cox Smith

Jeanie Wyatt, CEO & Chief Investment Officer, South Texas Money Management, Ltd

Jim Kee, Ph.D., President and Chief Economist, South Texas Money Management, Ltd