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DTSTART;TZID=America/Los_Angeles:20190111T113000
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DTSTAMP:20181205T215939Z
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UID:1098-1547206200-1547213400@www.fpasv.org
SUMMARY:January 2019 Chapter Meeting
DESCRIPTION:Overview:\nTOPIC: New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act\nSPEAKER: Mike Morales\, CPA\, MST \nThe 2017 Tax Cuts and Jobs Act changes many of the tax planning conversations planners have with clients and introduces new ones. Instead of reviewing all the changes of the tax law at a high level\, our speaker Mike Morales will dig into some of the more interesting tax planning conversations that arise from the tax law changes and give us specific tax planning ideas to keep in mind when discussing those topics. Specific topics to be covered include Schedule A itemized deductions\, Section 199A Qualified Business Income deduction\, as well as other changes.  Register Here. \nObjective: Learn how to update and evolve the tax planning help you provide your clients in light of the new tax law.\nLevel of Complexity: Intermediate \n1.5 hours CFP CE has been granted for this session by the CFP Board. \nAbout the Speaker:\nMr. Morales joined Buchanan & Reed as a Manager in October 2014. Mr. Morales has been working in public accounting since 2005\, and has been a certified public accountant since 2011. He provides excellent personal service to clients in areas such as accounting assistance\, tax compliance\, tax planning\, and financial planning for Corporations\, S-Corporations\, Limited Liability Companies\, Limited Liability Partnerships\, Partnerships\, Trusts\, Proprietorships and Individuals. \nCost:\nEarly Registration thru January 7th: $40.00 members and first time visitors / $60.00 non-members.\nAt the door $60.00 for FPA members / $75.00 non-members.
URL:https://www.fpasv.org/event/january-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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DTSTART;TZID=America/Los_Angeles:20190131T173000
DTEND;TZID=America/Los_Angeles:20190131T193000
DTSTAMP:20181220T002101Z
CREATED:20181220T000027Z
LAST-MODIFIED:20181220T002101Z
UID:1184-1548955800-1548963000@www.fpasv.org
SUMMARY:January 2019 NexGen Meeting
DESCRIPTION:FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. 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:\nTopic:  Estate Planning \nSpeaker: E.J. Hong \nLocation is 700 South B Street\, Suite 200\, San Mateo \nDate/Time:  Thursday\, January 31\, 2019\, 5:30 – 7:30 pm \nRegister Here. \nAbout the Speaker: \nE.J. Hong has been practicing law since 1990 and is a member of the State Bar of CA. She has practiced law in Washington\, D.C. and in CA. She earned her Law degree at Washington College of Law\, The American University\, Washington DC. E.J.’s professional experience includes being a clerk for a federal judge and a law firm in DC. E.J. is a Certified Specialist in Estate Planning\, Trust and Probate Law by the State Bar of California Board of Legal Specialization.
URL:https://www.fpasv.org/event/january-2019-nexgen-meeting
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
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