TxSEA/ DFW Chapter

DATE: Thursday, October 22, 2026

TIME: 4:30 pm, Board Meeting 5:30 pm, Registration 8:00 pm, Conclusion

PRICE: TxSEA Members - $40, Non-Members - $50 (includes Dinner)

SPEAKER: Tim Turner, EA

Tim’s primary passion is helping closely & privately held business owners formalize a plan for a successful exit and transition from their business…to the successors of their choice and on the most favorable financial terms. Passion for planning was started during a 22-year career with the U.S. Marine Corps. Subsequently got involved in personal financial planning for individuals and families, then with business entities and their owners. Helped several major financial services firm conglomerates develop internal succession/exit processes for their representatives. Also help start/stand-up/merge and wind down several financial and other service businesses.

TOPIC: Installment Sales

OBJECTIVES: What is an installment sale?
– Eligible assets
– Ineligible assets
• General and some specific rules
• Electing out
• Definitions
• Income Elements of installment sale payments
• Adjusted basis and calculating gain
• Developing process with reporting

LOCATION: Texas Star Conference Center

AGENDA:

4:30 pm DFW Board Meeting

5:30 – Registration & Networking
6:00 – Welcome & Announcements
6:05 – Open discussion on tax topics or practice management
6:30 – Dinner
6:55 – Introduction
7:00 – Installment Sales
7:50 - Conclusion
8:00 – Closing

Only checks and cash are accepted at the door.
No refunds.

CE Hours: 1
Program Number: 4Z48U-T-00XXX-26-I

TSBPA Sponsor: 004882

CFP CE is possible when the attendee submits the "Non-Registered CE Reporting Form" after logging in to CFP.net.