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End of the Year Tax Planning

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39355 California St

39355 California Street

suite 201B

Fremont, CA 94538

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Event description

Description

Whether your startup is pre-revenue or already thriving in the world, great tax and financial planning can save you and your business thousands in both the short term and long term. Often overlooked, these areas can help you preserve and grow wealth for decades to come.
-Key differences, benefits and consequences of entity selection and conversion in the wake of tax reform and the preferred vehicles for venture capitalists and investors
-Major tax credits and deductions for startups and how to leverage these to grow your business
-How to implement alternative retirement savings strategies that will help you save while reducing taxes
-How to begin protecting your wealth and assets planning

Space is limited. Registration required.

Agenda:

10:00AM-10:30AM networking
10:30AM-12:00PM Workshop session

About the Speaker:
Amy Su is a CPA with 18 years of TAX and Auditing experience from the big four public accounting firms and government agency. She received her bachelor's degree in accounting, Master's degree in Taxation and begin her career at PriceWaterHouseCoopers LLP. Amy Strives to meet each client's need in Planning the future and always deliver the highest quality service base upon her extensive knowledge and experience in Various aspect of Tax, accounting and financial planning. Amy is also actively involved in local community wherever and whenever she can help.

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Location

39355 California St

39355 California Street

suite 201B

Fremont, CA 94538

View Map

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