Events

Year End Planning

As this unforgettable year comes to a close, we will be discussing ways to plan for the end of the year through the perspectives of a Tax Accountant, a Financial Advisor, and an Estate Planning Attorney. 

  • What is year-end tax planning?
  • What financial planning strategies should I implement before December 31st?
  • Were there any changes in the law this year that affect my retirement or investments? 
  • If I took a PPP loan, how can it be forgiven? 
  • Should I review my living trust?  

 

Euri Yoo a CPA in Fullerton, CA 

Sophia Sakamoto an Estate Planning Attorney in Buena Park, CA 

Donna Lea an Independent Financial Advisor in Orange, CA

 

Please forward this event to someone who can benefit.  Please register here.

 

When: Friday, November 20, 2020 - 12pm - 12:45pm
Where: Zoom link provided upon RSVP.