Free

Community Finance: Year-End Tax Strategies Workshop- San Francisco

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Microsoft Store - Westfield San Francisco Centre

Westfield San Francisco Centre

865 Market Street, 2nd Fl

San Francisco, CA 94103

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Benjamin Franklin said there were only two things certain in life: death and taxes. As we close 2017, we must think about all types of taxes, such as retirement tax planning, estate tax planning, or income taxes. Yes, we agree with you that taxes could cause a lot of headache. And that's why we are hosting this free workshop as a way to give back to the community.

Common Questions we hear from people are:

Am I paying my fair share of taxes as a business owner?

Are there tax-saving strategies I am not aware of as a hard-working tax payer?

As a young professional, how can I maximize investment returns with proper tax planning?


Community Finance, in collaboration with our volunteer presenter Angel(CPA in California), presents to you a free one-hour-long workshop regarding tax strategies with valuable Q&A at the end.


Presenter's Bio:

Angel O'Neil has more than seventeen years of experience in public accounting working with high net worth individuals and their families. She worked in "Big 4"​ and local accounting firms and was exposed to a wide range of industries and clients.

Her Specialties include:

Income tax planning
• Business succession planning
• Estate, gift and retirement planning
• International crossborder planning
• Charity giving planning
• Estate and trust administration


**Space is limited for our venue, please only sign up if you WILL ATTEND. If you have last minute changes, please cancel you reservation as a courtesy to other attendees.


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Location

Microsoft Store - Westfield San Francisco Centre

Westfield San Francisco Centre

865 Market Street, 2nd Fl

San Francisco, CA 94103

View Map

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