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X-ORIGINAL-URL:https://www.fpasv.org
X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART:20170101T000000
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BEGIN:VEVENT
DTSTART;TZID=UTC:20180112T113000
DTEND;TZID=UTC:20180112T133000
DTSTAMP:20171202T090721Z
CREATED:20171202T090721Z
LAST-MODIFIED:20171202T090721Z
UID:534-1515756600-1515763800@www.fpasv.org
SUMMARY:Making Sense of the Uncertainty: Tax Planning in 2018
DESCRIPTION:Overview:\nEach modification of the tax code brings with it a number of planning opportunities and pitfalls. We will talk about the latest developments in personal and business taxation and how they may impact your clients. Specific topics of discussion will include real estate\, the alternative minimum tax\, and passthrough taxation. We will discuss both the big picture and and specific examples of the proposals applied at the client level. \nAbout the Speaker:\nMeredith Johnson\, CPA\, CFP®\, has deep experience in not only accounting\, but financial planning and analysis\, project management and business development. She works with clients based on a holistic approach to taxation\, in the areas of estate planning and business succession particularly. Her specialties include Financial Planning\, Tax Planning and Compliance\, Project Management\, Business Strategy\,\nFinancial Modeling and Analysis\, Employee Training and Development\, and Public Policy Analysis and Advocacy. Meredith currently serves on the Board of the California Society of CPAs (CalCPA) and is the First Vice President of the CalCPA San Francisco chapter. She received her bachelor’s degree from Whitman College and her MS degree in Taxation from Golden Gate University. She is an active member of the FPA San Francisco chapter\, serving on the Pro Bono Committee and the Financial Planning Day Steering Committee. She also gives back to her local community through her work with non-profits — as a site manager\, volunteer\, and financial coach for Tax-Aid in San Francisco (a public charity assisting low income taxpayers with their returns)\, and as a manager for One Brick (helping connect volunteers to each other and the worthy causes which need their time and energy). \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members.
URL:https://www.fpasv.org/event/making-sense-of-the-uncertainty-tax-planning-in-2018
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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BEGIN:VEVENT
DTSTART;TZID=UTC:20180120T103000
DTEND;TZID=UTC:20180120T133000
DTSTAMP:20180103T091303Z
CREATED:20180103T091303Z
LAST-MODIFIED:20180103T091303Z
UID:589-1516444200-1516455000@www.fpasv.org
SUMMARY:Financial Planning Day January 2018
DESCRIPTION:Volunteers are needed for our first Financial Planning Day of the year.  Financial Planning (CFPs) and Logistics volunteers needed for this pro bono event at San Mateo Library.  If you speak Spanish\, please volunteer as we are in need of additional Spanish-speaking planners and logistics volunteers. \nClick here to volunteer and find out more information:  https://govoluntr.com/events/2546 \n 
URL:https://www.fpasv.org/event/financial-planning-day-january-2018
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
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BEGIN:VEVENT
DTSTART;TZID=UTC:20180124T173000
DTEND;TZID=UTC:20180124T193000
DTSTAMP:20180103T092901Z
CREATED:20180103T091749Z
LAST-MODIFIED:20180103T092901Z
UID:591-1516815000-1516822200@www.fpasv.org
SUMMARY:January 2018 NexGen:  Tax Changes
DESCRIPTION:FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. If registration has closed and you would like to attend\, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. \nOverview:\nJoin us for our January NexGen Event.  Larry Pon will be discussing Proposed (or Actual) Changes in Tax Law \nAbout the Speaker:\nLawrence K.Y. Pon\, CPA/PFS\, CFP®\, EA\, USTCP \nCost:\n$10 per person.
URL:https://www.fpasv.org/event/january-2018-nexgen-tax-changes
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
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