AAII Austin/San Antonio 8/13/25 Presentation
Why Everyone Should Understand Tax on Investment
Tax is complicated and can significantly reduce your investment income. Understanding taxation will help everyone navigate the tax process and avoid overpaying.
What You Will Learn
Taxation of Interest, Dividends, and Capital Gains
The OBBB (Likely an acronym, consider spelling it out if not universally known) and Changes Impacting the Investment World
Deductions that Still Exist in the Income Tax World
Tax Planning, Estate Planning, and Timing
Speaker Biography
Yvonne Stricklen graduated from TCU in December 1981 and received her CPA license in 1983. Her career began with a local CPA firm in Houston, Texas, where she worked for 31 years. After a couple of years at another local CPA firm, she decided to start her own practice in July 2015. She has owned her own practice for nine years.
For over 40 years, Yvonne has been providing quality, personalized tax planning and guidance to individuals and businesses, both locally and nationwide. Her expertise ranges from basic tax management and accounting services to more in-depth tax and financial planning. By combining her expertise, experience, and attention to detail, she ensures that every client receives the close analysis and attention they deserve. Her dedication to high standards and strong work ethic are the reasons her clients return year after year.
Website: StricklenCPA.com
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WU ZHENG
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