Sol Schwartz & Associates

Feel free to contact Nora Valdez, Marketing Director, if you or your organization are interested in any of the presentations below.
Presentations can be customized to your particular needs.

The New Texas Margin Tax - An overview and comparison of the Texas franchise tax and the recently enacted Texas Margin Tax. Even if you didn't have to pay franchise tax before, you may now have to pay the new tax when the first returns are due in May 2008. Our presenter(s) will explain how it can affect your business. We will discuss any implications and considerations that should be addressed to your specific group. (20-30 minutes)

Click here for a handout of our presentation.

International Opportunities - Patterns of U.S. Income Taxation for Non-Resident Aliens - Mexican operations can be structured in a variety of forms in the United States. Discussion will focus on the various tax aspects for the owners of such entities and the various special U.S. reporting requirements for the chosen entity. The U.S./Mexico Income Tax Treaty will also be briefly discussed, particularly the concept of "permanent establishment" in the U.S. Other topics discussed include: Determination of residency for tax purposes, Types of income for non-residents and their tax implications, and Estate and gift tax considerations. (45-60 minutes)

Considerations and Tax Implications of Life Insurance products - This presentation includes the gift and estate tax features of life insurance as well as tax advice on term, whole life, universal life and variable life products. (1 hour)

The ABC's on Education - A comprehensive discussion of the education tax incentives derived from the newly enacted prepaid tuition plans under Section 529 with a comparison of different plans offered by investment firms.

Annual Accounting and Bookkeeping Update - We cover important employer information including the following: New Tax Brackets, Mileage Rate Changes, Depreciation Rates, New Payroll Limits, Internet Accounting Update, Texas Payday Law and more.

U.S.-Mexico Tax Treaty - A comprehensive discussion of the U.S.-Mexico Tax Treaty, its benefits, and other tax issues relevant to U.S. investments by foreign nationals. (approx. 1 hour)

Tax Requirements and Obligations for Foreign Entrepreneurs Operating a Business in the U.S. - A comprehensive discussion of the requirements and obligations that foreign entrepreneurs must consider when operating a business in the U.S. (approx. 1 hour)

Sol Schwartz & Associates, PC - The Best of Both Worlds. Personal Attention of a Local Firm. Resources of a Global Network - Presentation on Who we Are and the Services We Offer. (15 minutes)

The American Jobs Creation Act of 2004 and The Working Families Tax Relief Act of 2004

Individual Retirement Accounts - Overview of types of IRAs and their tax consequences