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Where
Rancho Cordova City HallCouncil Chambers
2729 Prospect Park Drive
Rancho Cordova, CA 95670
Driving Directions
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Agenda 7:30 am Registration & Networking
8:10 am Welcome, Breakfast, Chapter Announcements and Strategic Partner Acknowledgements
8:30 am Presentation Begins
9:30 am Q & A/Presentation Ends
9:40 am Raffle & Closing Remarks Follow Us    |
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Topic:
Planning Opportunities for the Tax Cuts and Jobs Act Speaker(s):
Daniel Staszak, CPA, MS (Tax) Staszak & Company, Inc. _____________________________
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Description:
Join us for the new year as we explore the planning implications of the Tax Cuts and Jobs Act. Dan will unpack what the new law means for both clients and business owners. Many of the TCJA provisions are projected to expire at the end of 2025, so there may be crucial planning opportunities to consider. We are excited to launch the new year/decade with a fresh perspective on taxes. We hope to see you at this meeting! *This topic is under review by the CFP Board for 1.0 hour of CE credit.
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About the Speaker(s):
 Daniel Staszak, CPA, MS (Tax)
Staszak & Company, Inc. Dan began his career in public accounting in 1986 with Tollefson Neal & Company. In 1988, he joined a large local CPA firm in Folsom and in 1994 advanced to partner. A CPA since 1989, Dan handled tax planning and business advisory services for the firm’s business and individual clients. His experience includes working as contract CFO for companies in the manufacturing and health services industries. He is a graduate of California State University, Chico and received his Master’s in Taxation from Golden Gate University in June, 1993. He has been an instructor for UC Davis Extension since 2006 teaching in the accounting and CFP program. He also serves on the Board of the El Dorado Community Foundation. Dan founded Staszak & Company, Inc. CPA’s in September, 2011.
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