ACG San Diego VIRTUAL BrownBag | Estate, Income Tax & Investment Planning in an Election Year

ACG San Diego VIRTUAL BrownBag | M&A Deals – How They Move in Uncertain Times

Event Details

When:

October 27, 2020 11:30 AM - 1 PM PDT

Where:

Location Name

ACG San Diego - Zoom

Location Address

San Diego, CA
United States

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Overview

Body

Join us to discuss strategies to reduce taxes and increase long term wealth, considering the proposed policies of both Presidential candidates. The panelists will address topics and answer questions regarding:

Implications of the election on policies and the economy
Estate planning opportunities
Tax aware investment strategies
Strategic credit strategies
Tax planning opportunities related to the CARES Act and SECURE Act

This event will feature great information for business owners and C-Level Execs, as well as advisors working with business owners.

Join us for complimentary Networking Breakout Session on Zoom Meeting to follow Webinar. (URL link will be provided via email and at end of webinar.)

Panelists

Michael Morales – Attorney, Chhokar Law Group
Ronald A. Friedman, CPA, CFP, PFS – Tax Partner, PKF Accounting & Audit San Diego
Ryan Mitchell – Vice President, Wealth Advisor, Goldman Sachs Personal Financial Management

Moderator

Brent Glova, CVA – Managing Director, Vantage Point Advisors

Register Now

Registration Deadline: October 26, 2020 at Noon PT

ACG Members & Sponsors: $0
ACG Guests: $25 (complimentary if invited by an ACG member or sponsor who shared the guest pass)
Non-Members $25 (complimentary if invited by an ACG member or sponsor who shared the guest pass)

YOU WILL RECEIVE A CONFIRMATION EMAIL WITH ZOOM DIAL IN INFORMATION.

For more BrownBag info:

Please contact Leo Klijn/PCF-BrownBag Chair at leo@henberger.com or 858-231-2393

Questions?

Contact Executive Director Judy Susser-Travis, CMP, CMM at acgsandiego@acg.org or 619-741-7247.

Please Note: Your registration for this event acts as an audio/video release and includes your permission for ACG San Diego to use your image and comments captured on audio, video or photographic formats while attending the event for marketing and promotional purposes. For further information please contact: Judy Susser-Travis - ACG San Diego Executive Director @ acgcsandiego@acg.org or 619 741 7247.

Speakers

Michael Morales

Attorney

Chhokar Law Group

As an accomplished estate planning attorney, Mike focuses his practice on all aspects of estate planning from basic estate plans (Trust, Wills, Durable Powers of Attorney and Advance Health Care Directives) to advanced estate planning and business transactions, income tax planning, probate, trust administration, charitable trusts and charitable planning. Mike is well versed in the more sophisticated techniques such as Dynasty Trusts and Asset Protection vehicles.

Ronald A. Friedman, CPA, CFP, PFS

Tax Partner

PKF Accounting & Audit San Diego

Ron’s practice focuses almost exclusively on estate and gift tax and related issues, including lifetime tax planning, tax compliance, post-mortem trust administration, IRS representation, and complex fiduciary accounting. His clients include both United States citizens and citizens from other countries currently residing in the U.S. Ron has considerable expertise in valuation issues, and is often called upon to serve as an expert witness in complex litigation matters. In addition to being a Certified Public Accountant, he is a Certified Financial Planner (CFP) with more than 30 years of experience in the financial services industry. Ron has also been designated as a Personal Financial Specialist (PFS).

Brent Glova, CVA

Managing Director

Vantage Point Advisors

Brent Glova is a Managing Director with VPA and brings 15 years of experience as a valuation advisor performing valuations of businesses and securities to support complex transactions for privately-held, venture-backed, and public companies. Brent plays a key role in valuations of companies in many industries across the U.S., and has specialized expertise in the life sciences, technology and manufacturing sectors.

Hosted by: ACG

Chapter

San Diego