$20 – $25

Tax Reform in 2017? Planning Ahead

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Jubilee Administration Building

175 Nortech Parkway

San Jose, CA

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Refund Policy

No Refunds

Event description


Claudia Hill -- The "Tax Mam" will cover 2016/2017 tax planning in this doubleheader event!!

Reform or not, consideration of year-end, year-round tax planning is always on the agenda. For those in high-tax states, the stakes are even higher! Don’t face another tax filing season without this on-point review of law, form and regulatory changes


  • 2017 federal tax law changes

  • Key ideas for year-round tax planning

  • About state of California tax and administrative changes

discussed by: Claudia Hill, Principal, TaxMam, Inc.

Claudia Hill is an enrolled agent, nationally recognized tax professional and frequent lecturer on taxation of individuals and representation before the IRS. She is editor-in-chief of the WoltersKluwer (formerly CCH) Journal of Tax Practice & Procedure. Hill is also co-author of CCH Expert Treatise Tax Practice & Procedure, a founding partner of Tax Genius Learning and a frequent presenter for both audio and in-person CPE seminars nationwide.

Claudia coordinates a “dream team of tax controversy advisers” for the IRS Watch blog on Forbes.com. She was named a Top Ten Nominee by Tax Analysts as 2011 Person of the Year.

Claudia has also testified before both the Senate Finance Committee and House Ways & Means Committee on tax issues. She served on the 1987 Commissioner’s Advisory Group to the National Office of the Internal Revenue Service. Ms. Hill is owner and principal of Tax Mam, Inc., an association of Enrolled Agents in Cupertino, CA.

Richard Oehlberg, AAII-Silicon Valley Board Member perspective: Claudia has presented a number of times to the AAII Silicon Valley Section in the past and has consistently been one of our best and most knowledgeable presenters. Claudia is a member of the National Association of Enrolled Agents and an Associate Member of the American Bar Association's group on Tax Matters. She is active in both groups staying up to date on current events in Washington, D.C. In the past she has provided input on Tax legislation through these groups. This year she is concerned about extenders that will expire unless acted on before the end of the year. Hear about changes in senior citizen health related itemized deductions. And also hear her perspective on dealing with an underfunded IRS when it concerns your past tax returns. Join us to hear her presentation and be as prepared as possible for the coming tax season.

Al Zmyslowski, AAII-SV Board member viewpoint: Claudia has presented to our Chapter several times over the years. I treasure her talks -- to have access to a nationally recognized tax expert, Forbes blogger, etc available to answer your questions is a rare treat . I am delighted to have Claudia re-visit the Chapter -- I look forward to her advice (as always)!! (A

We've Moved!!

For those of you who haven't attended one of our events recently we'd thought we'd give you a look at where we are hosting our events starting this fall. A pictorial overview is given below. Let us know if you have any questions -- we'll be happy to answer them!

This fall we'll be holding our events at the Jubilee Administration Building at 175 Nortech Parkway.

From Mid-Peninsula, headed South on 101, you take 237 to the First Street exit and head north.

Here's a close up of 237 and 1st Street. You'll exit 237 and head north. The first major road will be Nortech Parkway. -- take a right. The Administration Building is the last building on the block.

There is plenty of parking at the building. As you enter the side entrance you'll be greeted at our registration desk.

We have a covered entrance from the parking lot. As you enter you'll see our event room. The event room features a raised stage, dual screens and projectors, classroom seating, Wi-Fi and an integrated/professional sound system.

And now for some more good news...


You'll notice that we've lowered our pricing so early registration is $20 and late registratioin is $25. 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.)

Being a non-profit we also accept donations. Our only source of income for the Chapter is these events. From that income we provide events, workshops and a variety of sub-group meetings. FYI, Chapter Board members are volunteers and we get no income from any speaker or organization. Any donation amount is welcome!


8:30 AM - Registration / Social

8:55 AM - Announcements

9:00 AM - Part 1 of talk

10:15 AM - Break, Raffle

10:30 AM - Part 2 of talk

11:45 AM - Q & A

More Information on the event...

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

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

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

  • 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.

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Date and Time


Jubilee Administration Building

175 Nortech Parkway

San Jose, CA

View Map

Refund Policy

No Refunds

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