Friday, January 12, 2018 from 11:30 AM to 1:30 PM PST
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Maggiano's Little Italy (at Santana Row) 
3055 Olin Ave #1000
San Jose, CA 95128

Driving Directions 


Susan Adams 
Financial Planning Association of Silicon Valley 

January 2018 Luncheon Meeting



Join us next month on Feb 9th for our presentation on Cybersecurity.

Making Sense of the Uncertainty: 

Tax Planning in 2018

Speaker: Meredith Johnson, Director of Tax at BPM

Featured Partner:  Christine Stormont, RMF

Meeting Description 

Each modification of the tax code brings with it a number of planning opportunities and pitfalls.  We will talk about the latest developments in personal and business taxation and how they may impact your clients.  Specific topics of discussion will include real estate, the alternative minimum tax, and passthrough taxation.  We will discuss both the big picture and and specific examples of the proposals applied at the client level.

Learning Objective:  
Learn about tax law changes affecting 2018 and future returns.

Level of Complexity:  Intermediate

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

Featured Partner:  TBA

Speaker Biography

Meredith Johnson, CPA, CFP, has deep experience in not only accounting, but financial planning and analysis, project management and business development.  She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly.  Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development, and Public Policy Analysis and Advocacy.

Meredith currently serves on the Board of the California Society of CPAs (CalCPA) and is the First Vice President of the CalCPA San Francisco chapter. She received her bachelor’s degree from Whitman College and her MS degree in Taxation from Golden Gate University.   She is an active member of the FPA San Francisco chapter, serving on the Pro Bono Committee and the Financial Planning Day Steering Committee.  She also gives back to her local community through her work with non-profits — as a site manager, volunteer, and financial coach for Tax-Aid in San Francisco (a public charity assisting low income taxpayers with their returns), and as a manager for One Brick (helping connect volunteers to each other and the worthy causes which need their time and energy).

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing is available through January 8th:           

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

After January 8th:

  • FPA Members:  $60
  • All Non-members:  $75

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

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