Schedule of Events

March 20th Lunch Meeting

  • Tuesday Mar 20, 2018
  • Start Time: 11:30AM
  • End Time: 1:15PM
  • Norris Conference Center

March Lunch Meeting


Sponsored by

Tuesday, March 20, 2018
11:30 – 1:15 pm

Norris Conference Center
2525 West Anderson Lane

Registration has closed. Please email if you would like to attend. Thank you. 

Topic: Tax Cut & Jobs Act

Jay Mezera, CPA/Partner, Atchley & Assoc.
Melinda Oster, CPA/Senior Manager, Atchley & Assoc.

The Tax Cut & Jobs ACT (TCJA) is the largest tax reform since 1986.  For many practitioners, it’s a massive change and they haven’t fully grasped how the changes will impact them and their clients.  And, to be fair, some of the details are still pending IRS guidance.  Financial planners who have kept up with the changes are likely to understand the basic changes to the standard deduction, state & property taxes, etc.  However, gaining a fuller understanding of the impacts to businesses-and your business owner clients-is more challenging.  We will address who the winners and losers are with the new bill; both the more basic changes as well as the more complicated areas around the pass through deduction.

1 CE approved

Registration Fees:

  • Free – Austin FPA Members and 2018 Sponsors, but you must make a reservation for the lunch meeting.
  • $60 – Non-Members
  • Those who show up without a reservation will be placed on a wait list at the door and seated as space becomes available.
  • FPA is committed to pay for every reservation made. If you cannot keep your commitment, please call 512-261-4159 or email to cancel by Thursday, March 15. No-shows will be billed $50. If you do not receive an email confirmation once you have registered please call contact Sarah at or 512-261-4159. Thank you.