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BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260625T100000
DTEND;TZID=America/Denver:20260625T120000
DTSTAMP:20260624T180522
CREATED:20260414T184017Z
LAST-MODIFIED:20260414T193146Z
UID:10000032-1782381600-1782388800@www.hayniecpas.com
SUMMARY:2026 Economic Overview
DESCRIPTION:Join us via Zoom for our 2026 Economic Overview: Practical Insights to Understand and Succeed in a Changing Environment. \n\n\nRobert will discuss the economic environment facing our nation in 2026. He will explain how to interpret ongoing changes in the labor market\, inflation\, interest rates\, demographics\, and financial markets. He will discuss how tariffs\, federal tax and spending changes\, deregulation\, and a looming national debt crisis impact our economy. Robert will help you gain insights into how you can benefit in times of uncertainty. \nEvent Details: \n\n\n\nThurs.\, June 25\, 2026\n10:00 AM – 11:00 AM MDT\nZoom Webinar \nTopic Highlights: \n\nEconomic outlook for 2026\nLabor market\, inflation\, and interest rates\nFinancial markets and demographics\nFederal tax\, spending\, and regulatory changes\nOil shock from global conflict and its impact on inflation\nFederal Reserve and bond market response\n\n\n\nRegister Today!
URL:https://www.hayniecpas.com/event/2026-economic-overview/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20260715T140000
DTEND;TZID=America/Indiana/Indianapolis:20260715T150000
DTSTAMP:20260624T180522
CREATED:20260616T184518Z
LAST-MODIFIED:20260616T185201Z
UID:10000034-1784124000-1784127600@www.hayniecpas.com
SUMMARY:Trump Accounts: What Families Need to Know
DESCRIPTION:Join us via Zoom for a discussion on how families can help the next generation build a strong financial foundation using emerging planning strategies. \nMany parents and grandparents want to support their children and grandchildren’s long-term financial security\, but aren’t always sure which tools are most effective. \nIn this session\, Celina Ochoa\, CFP®\, Wealth Advisor at Haynie Wealth\, and Cassie Gonzalez\, CPA\, Tax Manager at Haynie\, will walk through the recently enacted Trump Account provisions and how they may fit within a broader family financial plan. \nThe discussion will cover the fundamentals of Trump Accounts\, including eligibility requirements\, contribution rules\, tax considerations\, and key planning opportunities families may want to evaluate. \nAttendees will gain practical insight into how Trump Accounts compare with other savings and wealth transfer strategies\, where they may fit within a family’s overall planning approach\, and how thoughtful planning today can help prepare future generations for greater financial responsibility. \nEvent Details \nDate: Wednesday\, July 15\nTime: 2:00 PM – 3:00 PM CDT\nLocation: Zoom Webinar \nTopic Highlights \n\nUnderstanding Trump Accounts and their role in family planning strategies\nEstate planning basics and common missteps\nGifting strategies\, FLPs\, and highly appreciated assets\nReal estate transfers and step-up in basis planning\nBusiness succession and multi-generational wealth planning\n\nRegister Today!
URL:https://www.hayniecpas.com/event/trump-accounts-what-families-need-to-know/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20260729T140000
DTEND;TZID=America/Indiana/Indianapolis:20260729T150000
DTSTAMP:20260624T180522
CREATED:20260616T185843Z
LAST-MODIFIED:20260616T185843Z
UID:10000035-1785333600-1785337200@www.hayniecpas.com
SUMMARY:Estate Planning Fundamentals and Common Missteps
DESCRIPTION:Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next. \nMost estate plans are created with good intentions\, but many do not keep pace with changes in family circumstances\, asset ownership\, and evolving tax laws. \nIn this session\, Celina Ochoa\, CFP®\, Wealth Advisor at Haynie Wealth\, and Cassie Gonzalez\, CPA\, Tax Manager at Haynie\, for a discussion on estate planning fundamentals and the decisions families face when preparing wealth to pass from one generation to the next. This seminar will explore common estate planning mistakes\, beneficiary and titling considerations\, trust planning concepts\, and strategies designed to help families maintain clarity\, continuity\, and control over their wishes. \nAttendees will gain practical insight into how thoughtful estate planning can help preserve family wealth\, reduce unnecessary complications\, and create a framework for future generations to responsibly steward the resources entrusted to them. \nEvent Details \nDate: Wednesday\, July 29\nTime: 2:00 PM – 3:00 PM CDT\nLocation: Zoom Webinar \nTopic Highlights \n\nEstate planning documents every family should have\nCommon mistakes that can derail an estate plan\nBeneficiary designation and asset titling pitfalls\nTrust planning strategies and key considerations\nWays to prepare future generations for wealth transfer\n\nRegister Today!
URL:https://www.hayniecpas.com/event/estate-planning-fundamentals-and-common-missteps/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20260805T140000
DTEND;TZID=America/Indiana/Indianapolis:20260805T150000
DTSTAMP:20260624T180522
CREATED:20260616T190343Z
LAST-MODIFIED:20260616T211039Z
UID:10000036-1785938400-1785942000@www.hayniecpas.com
SUMMARY:Gifting Strategies\, Family Limited Partnerships\, and Highly Appreciated Assets
DESCRIPTION:Join us via Zoom as we discuss how many families reach a point where they begin asking whether wealth should be transferred during life\, at death\, or through a combination of both. The answer often depends on family goals\, tax considerations\, and the nature of the assets involved. \nJoin Celina Ochoa\, CFP®\, Wealth Advisor at Haynie Wealth\, and Cassie Gonzalez\, CPA\, Tax Manager at Haynie\, for a discussion on gifting strategies\, Family Limited Partnerships (FLPs)\, and planning opportunities involving highly appreciated assets. This seminar will explore how families can thoughtfully transfer wealth\, maintain flexibility and control\, and create structures that support both financial and family objectives over time. \nAttendees will gain practical insight into strategies that may help preserve family wealth\, reduce unnecessary tax exposure\, and prepare future generations to become responsible stewards of the resources entrusted to them. \nEvent Details \nDate: Wednesday\, August 5\nTime: 2:00 PM – 3:00 PM CDT\nLocation: Zoom Webinar \nTopic Highlights \n\nGifting strategies for transferring wealth during your lifetime\nFamily Limited Partnerships (FLPs) and their planning benefits\nConsiderations for highly appreciated assets\nTax-efficient strategies for wealth transfer\nPreparing future generations for responsible stewardship of family wealth\n\nRegister Today!
URL:https://www.hayniecpas.com/event/gifting-strategies-family-limited-partnerships-and-highly-appreciated-assets/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20260819T140000
DTEND;TZID=America/Indiana/Indianapolis:20260819T150000
DTSTAMP:20260624T180522
CREATED:20260616T191018Z
LAST-MODIFIED:20260616T191113Z
UID:10000037-1787148000-1787151600@www.hayniecpas.com
SUMMARY:Real Estate Transfers and Step-Up in Basis Planning
DESCRIPTION:Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next. \nJoin Celina Ochoa\, CFP®\, Wealth Advisor at Haynie Wealth\, and Cassie Gonzalez\, CPA\, Tax Manager at Haynie\, for a discussion on real estate transfer strategies and the planning considerations that can arise when property changes hands. This seminar will explore step-up in basis rules\, gifting considerations\, ownership structures\, and common planning opportunities that may impact both families and business owners. \nAttendees will gain practical insight into how thoughtful planning can help preserve family assets\, reduce avoidable tax consequences\, and ensure real estate holdings continue to support long-term family goals. \nEvent Details \nDate: Wednesday\, August 19\nTime: 2:00 PM – 3:00 PM CDT\nLocation: Zoom Webinar \nTopic Highlights \n\nReal estate transfer strategies for families and business owners\nUnderstanding step-up in basis rules and opportunities\nGifting considerations for real estate assets\nProperty ownership structures and planning implications\nStrategies to reduce avoidable tax consequences and preserve family wealth\n\nRegister Today!
URL:https://www.hayniecpas.com/event/real-estate-transfers-and-step-up-in-basis-planning/
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BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260824T080000
DTEND;TZID=America/Denver:20260824T150000
DTSTAMP:20260624T180522
CREATED:20260604T172845Z
LAST-MODIFIED:20260609T202349Z
UID:10000033-1787558400-1787583600@www.hayniecpas.com
SUMMARY:Haynie's 8th Annual Golf Fundraiser
DESCRIPTION:Get ready for a great day on the course at our upcoming golf fundraiser benefiting The Haynie Foundation! Join us for an 18-hole\, 4-person scramble filled with golf\, networking\, and fun. Your day includes breakfast and lunch\, course games and activities\, and prizes for winning teams. Sponsorship opportunities are still available. Sign up today to reserve your spot! \nWe hope you’ll join us for a great round of golf in support of a meaningful cause – we look forward to seeing you there! \nEvent Details: \nDate: August 24\, 2026\nTime: 8:00 am shotgun start\nLocation: Thanksgiving Point Golf Club \nSponsorships Available \nRegister Today
URL:https://www.hayniecpas.com/event/haynies-8th-annual-golf-fundraiser/
LOCATION:Thanksgiving Point\, 3300 W Club House Dr\, Lehi\, UT\, 84043\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20260826T140000
DTEND;TZID=America/Indiana/Indianapolis:20260826T150000
DTSTAMP:20260624T180522
CREATED:20260616T191549Z
LAST-MODIFIED:20260616T191549Z
UID:10000038-1787752800-1787756400@www.hayniecpas.com
SUMMARY:Business Succession and Multi-Generational Wealth Planning
DESCRIPTION:Join us via Zoom for a discussion on how\, for many business owners\, the greatest challenge is not building a successful business\, but determining what happens when the next generation is asked to lead it. \nJoin Celina Ochoa\, CFP®\, Wealth Advisor at Haynie Wealth\, and Cassie Gonzalez\, CPA\, Tax Manager at Haynie\, for a discussion on business succession and the challenges families face when preparing to pass wealth\, leadership\, and responsibility from one generation to the next. This seminar will explore common succession planning considerations\, ownership transition strategies\, family dynamics\, and the role tax\, valuation\, and estate planning can play in a successful transition. \nAttendees will gain practical insight into how thoughtful planning can help preserve business continuity\, align family and financial goals\, and prepare future generations to become capable stewards of the assets and opportunities entrusted to them. \nEvent Details \nDate: Wednesday\, August 26\nTime: 2:00 PM – 3:00 PM CDT\nLocation: Zoom Webinar \nTopic Highlights \n\nBusiness succession planning fundamentals\nOwnership transition strategies and considerations\nNavigating family dynamics in succession planning\nThe role of tax\, valuation\, and estate planning\nPreparing the next generation for leadership and stewardship\n\nRegister Today!
URL:https://www.hayniecpas.com/event/business-succession-and-multi-generational-wealth-planning/
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