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When

Tuesday, February 13, 2018 from 8:00 AM to 10:00 AM PST
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Where

Golden Gate University 
536 Mission Street
Room 2202
San Francisco, CA 94105
 

 
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Contact

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

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  GOLDEN GATE UNIVERSITY Meeting Details

Tuesday, February 13, 2018
8:00 am - 10:00 am 

Topic:
 Tax Reform Update

Speaker(s):
 Francis Sameon, CPA

Thank You to Our Meeting Sponsor:
      

         


Program Description:
The Tax Cuts and Jobs Act of 2017 was finally signed into law despite controversy of its effectiveness surrounding income equality, disproportionate impact on certain states including California, and the adverse impact on healthcare and the national debt. Regardless of your political affiliation, you’ll need to know how these changes will affect your clients. Francis Sameon will discuss the ramifications of this legislation so you can determine the best course of action for the clients you serve.

Topics include:
•             Individual and corporate tax rate changes
•             Standard deduction and personal and dependent exemptions
•             The Child Tax Credit and a new Family Tax Credit
•             Mortgage interest deductions
•             State income tax and property tax in California
•             Miscellaneous itemized deduction changes
•             Moving expense reimbursements and deductions
•             The ACA individual mandate
•             AMT for individuals and corporations
•             The gift and estate tax
•             IRC 179 expensing and bonus depreciation
•             Deductible business interest
•             The NOL carryback and deduction
•             The domestic production activities deduction
•             IRC 1031 treatment
•             Entertainment expenses
•             Qualified business income for pass-through entity owners
•             Roth conversion recharacterization


Speaker's Bio:

Francis Sameon, CPA
Francis Sameon was most recently a tax senior at BPM LLP, a mid-sized accounting and consulting firm with offices across the Bay Area. While at BPM LLP, he focused on flow-through entities in the private equity, venture capital, and hedge fund space as well as high-net-worth individuals.

A CA-licensed CPA since October 2015, he received his undergraduate degree in Business with an Accounting concentration from Golden Gate University.

He currently volunteers as one of Tax-Aid's site co-managers and sits on the CalCPA SF scholarship committee. He was a volunteer CPA and a presenter for Financial Planning Day in San Francisco 2015 and 2017. He was formerly a chairperson for CalCPA SF's Emerging Professionals Committee. 

Meeting Agenda
8:00 am - 8:15 am - Registration & Networking
8:15 am - 8:30 am - Chapter & Sponsor Announcements and Continental Breakfast
8:30 am - 9:45 am - Speaker Presentation and Q & A
10:00 am - Program Closes

Members Non-Members

Early Bird Registration
(Ends February 9, 2018)

$40 $55
Regular Registration (After February 9, 2018) $60 $75

 

 




You may still register online after February 9, 2018, however, you will be charged the Regular Registration price; online registration closes at midnight, February 11, 2018.

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

GOLDEN GATE UNIVERSITY - DIRECTIONS & PARKING INFORMATION
BY CAR
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.
PARKING
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.
Examples:
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
PUBLIC TRANSIT
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.



Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis