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  • 聖安東尼奧華裔專業協會首頁

    首頁1997活動紀要

    1997年12月份專業活動紀要

    主 題:Overview of the Taxpayer Relief Act of 1997
    主講人:Allen Roberston, CPAs,
        Carneiro, Chumney & Co., L.C.
    日 期:1997年12月10日(星期三)
    時 間:下午6時30分至9時00分
    地 點:Auditorium, Administration Building
        Southwest Research Institute,
        6220 Culebra Road, San Antonio
    紀 錄:張蕃衍

    十二月專題講座於12月10日晚上6:30假西南研究院演講廳舉行,講題為 "Overview of the Taxpayer Relief Act of 1997"。內容精彩,聽眾問題串串,欲罷不能。本來計劃45分鐘的演講,花了將近一個半鐘頭才結束,會員們受益匪淺。明年稅法若有更新改變,Allen仍願來給我們指導。以下為專業會計師Allen Robertson的演講重點及個人簡歷。

    Allen Robertson, CPA will conduct a speech (with questions and answers) on the highlights of the new Taxpayer Relief Act. Allen will be addressing just the most significant new provisions. He will discuss the new IRA provisions, new Education Tax Credits, changes to the Capital Gains tax, changes to the Unified Tax Credit, and a multitude of tax relief measures for businesses. This speech is designed to cover the highlights of the new law but also to give the audience concrete tax planning ideas that may help them minimize their tax liability.

    Allen E. Robertson, JR.
    Carneiro, Chumney & Co., L.C.
    40 NE Loop 410, #200, San Antonio, TX 78216, (210)-342-8000

    Allen joined the firm in 1981 and was admitted to the partnership in 1996. Allen has a BS in Accounting from Trinity University and an MBA in Finance from the University of Houston. His Primary area of responsibility is serving the specialized needs of commercial business and their owners through emphasis in business, corporate, and partnership tax maters. Allen is a member of the Texas Society of CPAs and the American Institute of Certified Public Accountants. In addition to coaching his children's soccer and baseball teams, Allen is Vice President for the San Antonio Area Council of Girl Scouts. Allen is married to Becky and has three children.

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