May 2017 Luncheon Meeting

Tax Planning for 2017 – Including Possibilities around the Trump Wildcard

Speaker: Barbara Brown, founding partner at Brown Adams Agbayani LLP

Meeting Description

Do you know what tax rules are changing for 2017? Barbara Brown will discuss what is, what was, and what might be in the world of tax, and help us plan for the future without knowing what Congress will actually do. Although a Republican congress and the Trump administration have not yet worked out the details of tax reform, Barbara will share some of the buzz around what tax reform might look like in 2017.

Make sure you come to hear Barbara’s recommendations for next year!

1.5 hours CE available, pending approval by the CFP Board.

Speaker Biography

Barbara Brown established Brown Adams Agbayani LLP in 1980 after eight years of public and private accounting experience. Barbara specializes in tax planning for high net worth individuals and businesses. She is experienced in advising clients on strategic tax planning, retirement planning, marital and business dissolutions. Barbara is also a frequent lecturer on income tax topics.

Barbara graduated from California State University at Sacramento with honors. She is a past board member of Elizabeth Gamble Garden in Palo Alto, California, and a current member of the American Institute of Certified Public Accountants, and the California Society of Certified Public Accountants.

Pricing and Registration

Advanced pricing is available through May 8th:

FPA Members and First Time Visitors: $40 Non-Members: $60

After May 8th:
All Members and Non-members: $60

Online Registration is open through Monday,May 8th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, May 9th.