Upcoming Events & Workshops
Beyond the Return: Tax Planning Insights
Hosted By Craig Capital Wealth Management
Presentation By Riversbend CPA
Date/Time
Thursday, January 15, 2026 from 5:30-6:30pm
Location
Craig Capital Wealth Management
8485 Mason Montgomery Rd, Suite 1, Mason, Ohio 45040
Registration
Email Scott@RiversbendCPA.com to reserve your spot! Free to attend.
Description
As a new year begins, it’s the perfect time to take a fresh look at your finances. This educational session will help you see the bigger picture of tax planning, with insights designed to empower individuals and small business owners to make informed decisions.
This educational session is designed for investors and small business owners who want to understand the role of tax planning in shaping financial decisions.
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This event is for educational purposes only and does not constitute individualized tax advice. Raymond James and its advisors do not offer tax or legal advice. Raymond James is not affiliated with Riversbend CPA.
New 2026 Tax-Advantaged Child Savings Accounts
A free educational session from Riversbend CPA
Date/Time
Wednesday, February 4, 2026 from 6:30 - 7:30pm
Location
Hamilton Township Administration Building
7780 State Route 48, Meeting Room
Hamilton Township, Ohio 45039
Registration
Free to attend. Register online or email Scott@RiversbendCPA.com to reserve your spot.
Description
New federal rules introduce a tax‑advantaged savings account option for children under 18, beginning in 2026. These accounts may offer opportunities for college planning, long‑term savings, or retirement preparation - but the right choice depends on your family’s goals.
Perfect for parents planning ahead for education, long‑term savings, or future financial independence.
In this session, we’ll cover:
- How the new accounts work (commonly referred to as “Trump accounts” under current federal law)
- Eligibility and the $1,000 federal seed deposit
- Contribution options beginning in 2026
- How investment growth is handled
- What happens at age 18
- How these accounts compare to 529 plans, custodial IRAs, and UTMAs
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This session is for educational purposes only and does not constitute individualized financial or tax advice. Riversbend CPA does not promote or endorse any political figure or policy; our role is to help you make informed financial decisions.
