CHAPTER MEETING

Tuesday, September 12, 2023 

Title:

Tax Tips, Tricks, and Year-End Planning Ideas

Speaker(s):
Mark Prendergast, MS, CPA, CFP®, CDFA®
Apella Wealth

Thank You to Our Meeting Strategic Partner!

Program Description:
The efficient market theory says that it’s very difficult to get alpha out of a portfolio. On the other hand, Tax Planning can create true alpha for a client’s future financial health.

As financial planners, we look out to the client’s horizon and making course-correcting adjustments to better their lives. Tax planning fits perfectly into the comprehensive, dynamic financial plan.  

Mark will explore some year-end planning ideas, some evergreen tax planning, and some ideas around a client selling their business. It will be a time to put your thinking caps on.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Speaker(s):
Mark Prendergast, MS, CPA, CFP®, CDFA® is a Tax Planning Specialist at Apella Wealth.  Mark served on FPA’s national board of directors, the FPA of California, FPA Central California, and FPA Orange County.  He has taught CE courses for CalCPA, FPA Retreat, Annual Conference, NorCal, Far West Roundup, Wealth Counsel, and NAPFA.

Agenda:
3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker's Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes   
4:30 pm - Networking