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June 2015 Focus Group

June 25, 2015 @ 7:45 am - 9:00 am

- Free

Open Forum – Q&A Discussion
By Alexis Jensen, CPA

SBEPC- Focus Group- Flyer 2015-06-25 mtg

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We will be discussing a potpourri of topics and scenarios. Join us for an interactive session as we explore differing approaches and perspectives on handling situations that we all may encounter as estate planning professionals.

For SBEPC Members Only

About Alexis
Alexis is Founder and Managing Partner of Jensen & Co. CPAs. Alexis’ firm specializes in estate and tax planning, international tax, tax planning for real estate portfolios, small to medium size business planning, consulting, and business management, and trust administration and accounting.

Previously, Alexis was Managing Partner of Jensen Cheng, LLP, CFO for Home Ownership for Personal Empowerment, Inc., Vice-President/Shareholder at Zdonek & Wolowicz Accountancy Corp, and Partner at Bunyan & Jensen.

Alexis holds a Bachelor of Science degree in business and accounting from Cal State Long Beach.

Details

Date:
June 25, 2015
Time:
7:45 am - 9:00 am
Cost:
Free

Organizer

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

Other

Speaker
Alexis Jensen, CPA
Topic
Open Forum

Venue

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

RSVP

To RSVP to this event you must be logged in!

Details

Date:
June 25, 2015
Time:
7:45 am - 9:00 am
Cost:
Free

Organizer

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

Other

Speaker
Alexis Jensen, CPA
Topic
Open Forum

Venue

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

RSVP

To RSVP to this event you must be logged in!