January 16, 2018
Greg Geisler, PhD, CPA
Part 1: Individual Tax returns due in 2019 - New Tax Laws effective for 2018
Part 2: Are Health Savings Accounts better than an employer-matched 401(k)? And, Tax-efficient Order to Invest and Pay Down Debts
Greg Geisler is a Clinical Professor of Accounting at Indiana University - Bloomington. He teaches all tax courses including a course on Income Taxes and Financial Planning. His research interest is how taxes impact financial planning and he received an award at the 2017 FPA Annual Meeting for his Journal of Financial Planning article about the tax-efficient rank ordering for investing and paying down debts.
At his former institution, the University of Missouri-St. Louis, Greg won the Chancellor’s Teaching Excellence Award in 2017. He holds a PhD from the University of North Carolina-Chapel Hill, an MBA from the University of Pittsburgh, and a Bachelor’s degree from the University of Notre Dame. Before entering academia full-time, he was a practicing CPA working in public accounting for 5 years.
Check In, Lunch and Late Registration
Embassy Suites Hotel & Convention Center
10401 S. Ridgeview Rd, Olathe, KS 66061
CFP - 2 hours approved
Missouri Insurance - 2 hours approved
Kansas Insurance - 2 hours pending
This meeting is sponsored by: