Taxes & You - Warren Street Wealth Advisors

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Taxes & You - Warren Street Wealth Advisors

By Warren Street Wealth Advisors

When and where

Date and time

Saturday, November 10, 2018 · 8:30 - 10:30am PST


Zov's Bistro 17440 17th Street Tustin, CA 92780


How has tax reform impacted you?

Changes to the tax code have hit individuals and business owners alike, so what are some of the things you should be thinking about approaching 2019?

Do you know which tax bracket you fall in? Are you losing deductions? How does that affect you when it comes time to file?

Business owners - does the change in pass-through entity taxation help or hurt you? Could utilizing your business help you shelter money from taxes and save for retirement?

Leveraging the tax code can help you increase your retirement savings and keep more money in your pocket as opposed to Uncle Sam’s.

Join us for breakfast as we sit down with a panel of CPAs to discuss ways for you to leverage the tax code into your favor.

-Ernest Jones, CPA, CFE - EPJCPA

-Mona Scimeme, CPA, CFE - RRS Accounting

-Erin Johnson, CPA - Independent Advisor

Topics we will discuss:

  • Tax reform and how it may impact you

  • Tax deductions you should be thinking about as an individual or business

  • Pass-through entities and tax code changes

  • Retirement savings & tax liability for individuals and business owners

  • Utilizing your business to be as tax efficient as possible

  • Changes to write-offs you have been accustomed to

  • Q&A session

Register today as space is limited. Breakfast will begin at 8:30 am and our panel will begin speaking at 9:00 am.

About the organizer

Our purpose is to give individuals, businesses, and families the edge when it comes to their financial future. By building a strong financial base and protecting their net worth, Warren Street Wealth wants to give our clients a sense of relief when it comes to who is taking care of their assets.

Through modern investment portfolio theory and advanced financial planning strategies, we put the client at the center of our process, Wealth Designed. By understanding your unique life and financial goals, we provide you with a sense of direction towards your future.

We are about: solutions, advice, and actions to solve your problems.
We do not: sell products you don’t need or work on sales commissions.

Warren Street Wealth Advisors is a fee-only Registered Investment Advisor (RIA) firm producing tailor-made investment portfolios and financial plans that put your interests at the heart of it all.

Our firm was founded by Cary Warren Facer and Blake Street with a shared vision of a team based approach to delivering clear and concise financial advice for everyone.

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