Adulting 101: Taxes
What They Didn't Teach You in School
Event Details
Taxes 101: What They Didn't Teach You in School
Taxes impact nearly every major financial decision, yet most people never receive formal education on the basics. This session will cover key tax concepts, common mistakes, and planning opportunities that can help individuals make more informed financial decisions. Attendees will leave with practical insights they can apply immediately, followed by an open Q&A discussion.
Pricing
Members: Free
Non-Members: $10
Sponsorship: $250
Contact
Have questions? Want to get involved? Contact Lacey Bowman
Content Leaders:
Josh Caddell, CPA
Josh specializes in guiding clients in the real estate industry, including developers, investors, and property managers, through the complexities of tax law. As a tax senior manager, he focuses on partnership tax law, tax efficient strategies like 1031 exchanges and installment sales, and opportunity zones. Whether assisting with acquisitions, dispositions, or ownership changes, Josh helps clients achieve their financial goals while minimizing tax burdens. With a deep understanding of real estate taxation, Josh excels at helping clients dispose of assets in tax-efficient ways, better manage financial resources, identify tax savings opportunities, and implement long-term planning strategies, including estate planning.
Allie Timmons Bevens, CPA
Allie brings financial clarity to her clients, assisting them in making informed decisions to enhance the profitability and efficiency of their businesses. As a senior tax manager, Allie provides tax planning and compliance services to partnerships and organizations in the real estate industry, including multi-family residential rentals. She is adept at guiding clients through the complexities of changing tax laws, intricate partnership tax regulations, and the structuring of property sales and acquisitions.