John Taylor to talk about new tax legislation
by February 21, 2011 5:17 pm 150 views
John R. Taylor, senior vice president at brokerage firm Sterne Agee & Leach Inc., will speak about new tax legislation in March 9 and 10 seminars sponsored by the University of Arkansas at Fort Smith Foundation.
The title of Taylor’s talk is “Tax Planning Under Congress’s New ‘Band-Aid’ Tax Legislation.” The seminars will be held from 10-11:30 a.m. on March 9 and from 6:30-8:00 p.m. on March 10. Both will be held in the Worship Center at Central Christian Church, 400 N. Waldron Rd. Although free, space is limited. Registration is requested by telephone at 479-788-7024 or by e-mail to [email protected].
Jennifer Jennings-Davis of Van Buren, director of planned giving at UAFS, said the new tax legislation signed into law on Dec. 17 has a two-year life span with “far-reaching” impact. She said Taylor’s seminars are important to the community.
“John Taylor will break the new legislation down into easy-to-understand language,” she said. “Those attending will be able to learn more about this legislation and even ask questions at the end of the presentation.”
Taylor, treasurer for the UAFS Foundation Board, is a CPA (Certified Public Accountant), holding the PFS (Personal Financial Specialist) designation from the American Institute of Certified Public Accountants. He is also a Certified Financial Planner (CFP).
Taylor is a frequent speaker for a wide diversity of groups, has served as an instructor for the American Institute of CPA’s continuing education programs in numerous states and teaches a credit class in personal finance at UAFS as an adjunct faculty member.
He does a daily live radio segment with local talk radio KFPW and writes a weekly personal financial planning column for the “Times Record.”
Taylor received a bachelor’s degree in accounting and graduated with honors from Henderson State University in Arkadelphia in 1973, and moved to Fort Smith, where he co-founded a CPA firm in 1978. In October 1995, Taylor and two partners founded the John R. Taylor Financial Group Inc., a broker/dealer and investment advisory firm. John R. Taylor Financial Group merged with Sterne Agee in fall 2000.
As a polio survivor and an early recipient of help from the March of Dimes, Taylor has a passion for philanthropic causes and serves on numerous foundation boards. He also assists clients who wish to incorporate philanthropy into their financial planning decisions.
For more information on the March seminars, call Jennings-Davis at 788-7417.