Business Workshops

David B. Plemons CPA, Inc. offers various workshops to help your business succeed!

Topics include Social Media, Marketing, Year End Tax Reporting, Entity Creation, Bookkeeping, Budgeting, Money Management, Preparing for Retirement and other specific topics. Our staff conducts our workshops and we bring in specific speakers for the more detailed topics that can assist in growing your business to the next level.

We also offer intensive 1-day business workshops training that get to the heart of your business needs: Budgeting, Bookkeeping, Marketing, Social Media, Buy/Sell Agreements and others. Check out our calendar and sign up for our newsletter to stay in the loop. We are committed to your success!

Understanding Financial Statements

Tuesday July 17 @ 9:30am-11:30am / LaunchSA 600 Soledad Street – 1 st Floor SATX 78205

What is financial management? It is the management of an organizations funds(money) to help set, track and accomplish the objectives of an organization by planning, organizing, monitoring and directing. This class will assist your understanding the financial aspects of your business.

Understanding 2018 Tax Laws

Thursday July 19 @ 9am-11am / 8207 Callaghan Rd, Ste 150 SATX 78230

How do the new tax laws affect you? Do you really care? Come and learn about the most significant tax changes in years.

Lunch & Learn Financial Wellness Workshop: Home Ownership / Mortgage Acceleration

Thursday July 26 @ 12:00pm-1pm / 8207 Callaghan Rd, Ste 150 SATX, 78230

Learn the basics of owning a home:
• Benefits of homeownership
• Rent vs. own
• Responsibilities of homeowners
• The first step, getting pre-approved
• Navigating the process

Year End Tax Reporting

October 23, 2018 ~ 9:00 – 11:00 am

Join us at David B. Plemons CPA, Inc for an informative session!

Topics include:

  • 1099’s – Misc, K
  • Tax Tips
  • General Tax Information
  • …and more!

    Seating is limited!
    Light refreshments will be served
    We look forward to seeing you!

  • Year End Tax Reporting

    November 7, 2018 ~ 9:00 – 11:00 am

    Join us at David B. Plemons CPA, Inc for an informative session!

    Topics include:

  • 1099’s – Misc, K
  • Tax Tips
  • General Tax Information
  • …and more!

    Seating is limited!
    Light refreshments will be served
    We look forward to seeing you!

  • Financial Wellness Lunch & Learn: Estate Planning

    Coming Soon

    helpful tips & links

    Tax Tip of the Week

    www.taxtipoftheweek.com

    Department of Labor

    www.dol.gov

    Internal Revenue Service

    www.irs.gov

    Small Business Administration

    www.sba.gov

    Social Security Administration

    www.socialsecurity.gov

    Texas Comptroller of Public Accounts

    www.comptroller.texas.gov

    Texas Workforce Commission

    Texas Comptroller of Public Accounts Webfile

    www.comptroller.texas.gov/taxes/filepay

    Don't Be Shy. Get In Touch.

    If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!