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

Who Are You? Creating your brand in the marketplace

Tuesday August 14 @ 9-11am / 8207 Callaghan Rd, Ste 150 SATX 78230

What is your identity in the marketplace? Do you know the difference between a brand and logo? Do you know how the brand prism can work for you? This workshop will help you identify and distinguish your brand in the marketplace to reach your desired target market.

Understanding 2018 Tax Laws

Tuesday August 21 @ 9:30-11:30am / LaunchSA 600 Soledad Street – 1 st Floor SATX 78205

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

Understanding 2018 Tax Laws

Thursday August 23 @ 9-11am / 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: College Planning

Thursday August 30 @ 12-1pm / 8207 Callaghan Rd, Ste 150 SATX 78230

David B. Plemons CPA. Inc. wants to help you understand how to plan for your child’s college education.

A light lunch will be provided.

Budgeting Hierarchy 101

Tuesday September 25 @ 9:30-11:30am / LaunchSA 600 Soledad Street – 1 st Floor SATX 78205

What is a budget? Why is budgeting important? These and other budgeting questions will be answered in this interactive and fun workshop.

Financial Wellness Lunch & Learn: Student Loan Management

Coming Soon

Year End Tax Reporting

Coming Soon

Financial Wellness Lunch & Learn: Estate Planning

Coming Soon

Year End Tax Reporting

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!