Our Upcoming Events
From tax deadlines and IRS updates to local business workshops and firm-hosted seminars, this is your source for everything happening at our firm. Mark your calendar and join us.
Latest Past Events
Business Succession and Multi-Generational Wealth Planning
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. Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion…
Haynie’s 8th Annual Golf Fundraiser
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…
Real Estate Transfers and Step-Up in Basis Planning
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. Join 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…
Learn More About Our Services
The topics covered here connect directly to the work Haynie does with clients across tax, audit, advisory, technology, and wealth. If something raises a question or points toward a next step, explore our services to see how our independent firm can address what’s in front of you.
