$20

SV-AAII: Tax Reform From 30,000 Feet

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Date and Time

Location

Location

Shoup Park Garden House

400 University Avenue

Los Altos, CA 94022

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Refund Policy

Refund Policy

No Refunds

Event description

Description


Tax Reform From 30,000 Feet


Alan Pinck will present a review of the changes in store for individual taxpayers for their 2018 tax filings due next April. Based on the 2017 Federal Tax Law changes, this will include changes that affect Affordable Care Act provisions and supplemental Medicare taxes. The new standard deduction and its effect on itemized deductions will be discussed, as well as what can and can no longer be deducted. Pinck will also explain the new federal business tax as it applies to sole proprietors and other small businesses. He will also touch on the lack of conformity between California tax provisions and federal tax laws adopted in 2017. He previously presented for us in 2014 and 2016.

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YOU WILL LEARN:

  • What the new 2018 federal tax law changes are

  • About any 2018 California tax updates

  • How this will affect taxpayers


Our speaker....

Alan Pinck, Enrolled Agent and Owner, A. Pinck & Associates

Alan Pinck is an enrolled agent with over 25 years of tax preparation experience in the San Francisco Bay Area.

Pinck has built a practice specializing in individual, small business tax preparation and audit representation. He is currently chair of the NAEA Education Committee. Pinck is the moderator of Tax Talk Today and is a nationally recognized presenter at NTPI events, CSEA Super Seminar, Spidell Publishing Seminars as well as a variety of other presentations for tax groups and small business associations.


Having represented thousands of tax returns in audit, Pinck has obtained tremendous insight of the audit process as well ask nowledge on a wide variety of tax issues. His real-world approach and stories bring his sessions to life.
www.APinckTax.com

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If you haven't been to the Garden House here is a photo of the interior...


You can take an interactive tour of the interior of the facility here.

You can take an interactive tour of the exterior here





Getting to the Garden House at Shoup Park


Below are a few maps with links to the Google maps -- starting with getting there from South San Jose...

Getting there from the east bay...

And from San Mateo...

And a close up once you get into the area...

and the layout of theinterior, parking and such...





We're webcasting this session live....



This season the chapter will be webcasting as many of our events "live" from our Shoup Park Garden House location as circumstances allow. We strongly encourage you to attend our events in-person if you're in the area and your schedule permits. (We love seeing and interacting with our members.) However, if you're out of area or your Saturday schedule can't afford the extra commute time, feel free to attend via webcast.

All participants will get the option to attend in person or remotely via the webcast -- the choice is yours!

  • If you're participating live at our Shoup Park Garden House location our speaker will be presenting live just as in the past.

  • If you're participating via webcast, you'll be able to interact with the speaker, ask questions, etc. via the webcast chat window. (Board members will ask your questions on your behalf.)

  • With the speaker's permission, we'll have copies of the speaker's slides available for download at our website before the event begins

  • After the event all participants -- live at Shoup Park or remote via webcast -- will get access to recording of a session.

We're working hard to allow our members the choice to particpate live or via webcast based on their needs. We hope this makes our events both more enjoyable and accessible to you.


-- The AAII-SV Chapter Board




OK, so how does this webcast thing work???


It's pretty simple, really...

  • You buy your ticket, you get an email confirming your purchase, and we log your email address.

  • On the Thursday before the event we send you an email with the link to the event and directions on how to log on to Zoom (our webcast tool). We'll repeat this email on Friday.

  • The morning of the event we'll send you the password to enter the event (you can enter starting at 8:30)

  • When you enter the webcast you'll see some of our slides on the screen. (BTW, we'll mute your audio and disable your camera so there aren't any distracting pictures, videos or sounds.)

  • You can ask questions at any time via your chat window. (You must use the Zoom applicaiton to use the chat window.) Your hard-working Board members will capture your questions and ask our speaker your questions.

  • That's it!!


For those eager-beavers who just have to study ahead and find out more....


Let us know if you have any questions!




More Information on the event...


  • If you haven't visited us in a while, You'll notice that we've lowered our pricing so early registration is $20 and late registration is $25

  • Students under 25 (with ID) enter Free. (No registration required, show ID at Registration Desk)

  • No refreshments (e.g., coffee) are provided -- plan accordingly.

  • To have a bit of fun, we raffle off investment books, event tickets and other items

  • If you are a 4Ever ticket holder or hold a Guest Pass we ask you to register by mailing your 4Ever ticket or Guest Pass in with the registration form. If you don't pre-register you can still bring your 4Ever ticket or event pass to the registration table -- but you're subject to space availability restrictions.

  • Our concierge table provides you with speaker and AAII-SV handouts, AAII information, a book swap area (bring a book, take a book), hand outs from past speakers, and other "good stuff". Better yet, there is always a Board member or two present where you can ask questions, provide event feedback, make suggestions, etc.




EVENT SCHEDULE

8:30 AM - Registration (The webcast will be up at this time)

8:45 AM - Meet the Board Session

8:55 AM - Chapter Announcements, Speaker Introduction

9:00 AM - Presentation

~10:15 AM - Break

10:30 AM - Presentation resumes

11:30 AM - Q & A

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Date and Time

Location

Shoup Park Garden House

400 University Avenue

Los Altos, CA 94022

View Map

Refund Policy

No Refunds

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