AAII: Tax Reform Update, and Information Collaboration for Better Returns

Saturday November 10

Beaverton | Oregon | United States

8:40 AM – Registration / Social 9:00 AM – Income Tax Reform Update: The Tax Cuts and Jobs Act Ron Jones, CPA, Retired We are nine months into the most comprehensive tax reform measure in over 30 years. Many of the particulars have been sorted out. It's the end of 2018--a good time to take stock of the tax measure and delve into the specifics of this groundbreaking legislation. Retired CPA Ron Jones has studied the Tax Cuts and Jobs Act extensively, and will share his in depth knowledge of this legislation in a detailed and enlightening presentation. Attend this meeting to learn: A better understanding of the new tax laws How the new tax law can affect your investments How to better position your investment portfolio in the new tax environment About Ron Jones: Ron Jones first entered the tax business in 1970 with a Beneficial Tax Services franchise. Later, he became a CPA in Oregon and California. He left public accounting and entered the corporate finance world and kept tax as an avocation. Ron, retired and still active, has presented to both the Portland AAII Chapter general meeting and the Income Sub-Group. 10:30 AM – Break 10:40 AM – The Information Sharing Revolution for Investing Frank Petrillo, Software Engineer, Doviti It is easy to get overwhelmed by the proliferation of news out there. How should investors sort through it all to locate the truly helpful information? There is an increasing trend of online communication between investors to allow them to share information and ideas. Frank Petrillo will discuss and demonstrate a new investment website called Doviti (http://www.doviti.com).  Doviti was built by investors for investors to help improve investors' returns.  The free website is designed to capitalize on the collective financial brainpower among investors. Doviti was designed to be a robust, responsive platform that delivers informed content from other investors to show key information to strengthen your investment choices. Doviti provides a variety of portfolio statistics and data in one place. Attend this meeting to learn: How information sharing can be a tool to enhance our investment returns How Doviti and its applications employ information sharing How to use their applications to cull through this information to locate the information that you are looking for About Frank Petrillo: Frank Petrillo is a software engineer at Doviti. He is focused on delivering quality products and services for companies ranging from 5 to over 2000 employees. He is experienced in agile development, project management and personnel managements. 12:00 PM – End   DIRECTIONS: From I-205 take Stark Street exit #20. Drive east on SE Washington, and turn right onto SE 106th Ave. The community center is just ahead on the left side of street.   SAVE THESE DATES Saturday, January 12, 2019 Saturday, March 9, 2019 Saturday, May 11, 2018   CHAPTER MESSAGE This is our last meeting of 2018 and we'll have you prepared for taxes and learning about new tools to communicate investing ideas. We are searching for a new facility--have ideas? And, we are preparing for elections at our January meeting. Interested in learning the ropes to run this group? The VP slot is open. Todd is willing and able to take over the President slot as Kathy steps down after 4 years. We need a program chair and audio and and and....let's talk!