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May 2018 Focus Group

May 24, 2018 @ 7:45 am - 9:00 am

Specifics on How the New Tax Law Affects Small Business Owners i.e., You and Your Clients

By Eric Harris JD, and Natallia Ioannou CPA

  • Review of specific case studies complete with detailed fact patterns that will illustrate the tax savings between Scenario A and Scenario B.
  • Discussion of emerging data and trends from running tax planning simulations
  • How to implement the findings into your estate, financial and tax  planning

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Please join us for a lively discussion on this month’s Case Study – 1 CE credit is available!

For SBEPC Members Only

 About Eric and Natalla:

Eric Harris attended BYU and the University of Idaho. Mr. Harris is a board certified trust and estate specialist. He is a member of the Start Bar of California Trust and Estates Section, L.A. and South Bay County Bar Association and the Torrance Memorial Medical Center Professional Advisory council.

Natalia Ioannou is a CPA with a Master Degree in Taxation and Estate Planner (CEP) certification from the National Institute of Certified Estate Planners. Natallia has more than 15 years of accounting and tax experience. Natallia works for Servatius, O’Brien and Fong LLP in Torrance.

RSVP online at www.sbepc.org or email: dbogdanovich_profid@yahoo.com

Details

Date:
May 24, 2018
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Other

Speaker
Eric Harris & Natallia Ioannou
Topic
Specifics on the New Tax Law

Venue

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

Details

Date:
May 24, 2018
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Other

Speaker
Eric Harris & Natallia Ioannou
Topic
Specifics on the New Tax Law

Venue

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