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Tuesday, November 12, 2019 from 11:30 AM to 1:30 PM PST
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Golden Gate University 
536 Mission Street
Room 5208
San Francisco, CA 94105

Driving Directions 


Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Website www.fpasf.org

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Tuesday, November 12, 2019
11:30 am - 1:30 pm 

The Tax Tightrope: How to Save Your Clients Money, Respect Their Tax Professionals, and Make Everybody Happy 

Heather C. Liston, CFP, EA, Program Director, UC Berkeley (Moderator)
Sandi Bragar, CFP, Partner, Aspiriant, Daniel Lee, CFP , CFA, Wealth Manager, Plancorp,  Lauren Stansell, CFP, Partner, Yeske Buie

Thank You to Our Meeting Partner:

CFA Society

Thank You to Our Meeting Sponsor:



Program Description:
Tax considerations underlie nearly everything we do as financial advisors, and yet most of us are not CPAs. When it comes to tax, what do you really need to know, and when should you say “I don’t know” and hand off the issue to an expert? What are the major tax planning opportunities to look for in each stage of life? How do you avoid tax surprises?  Our panelists will share perspectives on how they coordinate with clients’ tax preparers, where to draw the line between our domain and theirs, and how to add maximum value for the benefit of all.

Sandi Bragar, CFP is a Partner at Aspiriant, and also the firm's Managing Director in Planning Strategy & Research. She started her career as a CPA at Ernst & Young before transitioning into wealth management with Kochis Fitz.    

Daniel Lee, CFP , CFA is a Wealth Manager at Plancorp and heads their San Jose/Bay Area office. Daniel is a graduate of the UC Berkeley Extension Personal Financial Planning program, serves on its Advisory Board, and teaches several classes.   

Lauren Stansell, CFP  , is a Partner at Yeske Buie and working on her masters in Advanced Financial Planning at Golden Gate University, with a concentration in Taxation. 

Heather C. Liston, CFP, EA is the Program Director for Personal Financial Planning, Accounting, and other business and finance programs at UC Berkeley Extension, where she has also been teaching the Income Tax Planning course for the past five years. She is a fee-only financial planner with Hargrave Fiduciary Advisors, a former Credentialed Tax Expert for TurboTax, and a tax preparer.

From the North
Golden Gate Bridge/Highway 101 south to Van Ness Avenue. Turn left on Bush Street, cross Market Street to First Street. Proceed one block to Mission Street. Turn right on Mission Street and proceed one-half block to 536 Mission Street.
From the South
Highway 101 to I-80 north (Bay Bridge/Downtown) to Fourth Street exit. Proceed one block on Bryant Street, turn left on Third Street, turn right on Mission Street and proceed two blocks to 536 Mission Street.
From the East
Bay Bridge west to the Fremont Street exit. Turn left on Fremont, then left on Mission Street and proceed one block to 536 Mission Street. 

Golden Gate University does not have a dedicated parking lot for visitors. It is recommended visitors to the SF Campus at 536 Mission Street view parking availability in the downtown area through the website sanfrancisco.bestparking.com.
Search for garages on/near Mission Street between First and Second Streets.
1.    SP PLUS at 100 First Street
2.    Towne Park at 85 Second Street
3.    ABM at 101 Second Street
4.    SP PLUS at 555 Mission Street 

From BART & SF Muni Metro Underground
From Montgomery Street Station, walk south from Market Street to 536 Mission Street, midway between First and Second Streets.
From The Transbay Terminal
One block from the terminal at First and Mission Streets.
From The CalTrain Depot
From Fourth and Townsend Streets, take the #10 Townsend bus to Fremont and Mission Streets. Walk left on Mission Street 1-1/2 blocks or take the N-Judah Muni streetcar line to Montgomery Station, walk south from Market Street to 536 Mission Street.

Meeting Agenda:
11:30 am - Registration
12:00 pm - Chapter Announcements, Sponsor Spotlight and Lunch
12:15 pm - Presentation
1:30 pm - Q & A/Program Closes

Members Non-Members

Early Bird Registration
(Ends November 8, 2019)

$45 $65
Regular Registration (After November 8, 2019) $65 $85



You may still register online after November 8, 2019, however, you will be charged the Regular Registration price; online registration closes at midnight, November 10, 2019.

*This topic has been approved by the CFP Board for 1.5 hours of CE credit.