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Feb 2016 Focus Group

February 25, 2016 @ 7:45 am - 9:00 am

2016 Income Tax Update & Last–Minute 2015 Tax Filing Tips”
By Drisa Carrizo, CPA & Scott Donnelly, CPA, PDM, LLP

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We will be discussing important new changes to the tax laws for 2016, as well as tips and strategies for 2015 returns. Topics will include:
• Tax Extenders
• Marriage Penalty
• Exemptions and Phase-Outs
• Charitable Contributions
• Estate and Gift Tax • Tax Credits
• Additional Medicare Taxes
• Affordable Care Act
• Repair Regulations
• Statute of Limitations
Date/Time
Thursday, February 25, 2016
8:00 a.m. – 9:00 a.m.
(Please arrive by 7:45a.m. for coffee and pastries)

Location
PDM, LLP
(Piazza, Donnelly & Marlette)
3460 Torrance Blvd., Suite 200
Torrance, CA 90503

For SBEPC Members Only

About Drisa
Drisa is a Tax Supervisor at PDM, LLP, with over seven years of experience as a CPA. Drisa’s areas of expertise include partnership, corporate and individual tax planning and compliance, as well as business consulting. Drisa enjoys being active in the community and serves as a member of Sandpipers, a volunteer organization working with local service agencies to provide charitable relief, school programs, and scholarships. She is also a member of the Torrance Memorial Young Physicians and Professional’s Alliance.

About Scott
Scott is a Partner at PDM, LLP. Scott specializes in estate planning, complex tax compliance and consultation. He also participates in various mediations and defends PDM’s clients in IRS audits. He is the first vice chair of the Board of Directors of the California Society of CPAs (CalCPAs) Los Angeles Chapter and a member of the CalCPAs Estate Planning Committee (statewide). In addition, he is currently chairman of the Harbor Interfaith Services Board of Directors. He also serves on the Board of Directors of H.E.L.P., an organization dedicated to empowering older adults and their families

Scott graduated from California State University, Long Beach with a Bachelor of Science in Accounting and has a Masters of Taxation from the University of Southern California.

RSVP online at www.sbepc.org or email: larry@larrytakahashi.com

Details

Date:
February 25, 2016
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
February 25, 2016
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map