When

Friday, January 12, 2018 from 7:30 AM to 10:00 AM PST
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Where

Rancho Cordova City Hall 
American River North Room
2729 Prospect Park Drive
Rancho Cordova, CA 95670  

 
Driving Directions 

Agenda 

7:30 am

Registration & Networking

 

8:00 am 

Welcome, Chapter and Sponsor Acknowledgements & Breakfast

 

8:30 am

Presentation Begins 

 

9:30 am 

Q & A / Presentation Ends

 

9:45/10:00 am 

Raffle & Closing Remarks


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 Topic:
 2018 Tax Update

Speaker:
Daniel T. Staszak, CPA, MS
Staszak & Company
 
 
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Description:
It has been said that two things are certain - death and taxes. And while it may be true that we will always have to pay taxes, the laws that govern how we pay taxes can seem far from certain. Join us for our first meeting in 2018 where Dan Staszak will cover the following: 
  • A summary of winners and losers - who pays more and who pays less?
  • What's new? Specific law changes that affect almost every taxpayer.
  • Tax Reform and its impact on investment income and deductions.
  • Tax law changes affecting real estate owners and investors.
  • Major changes to taxation of business income. And how does this impact the choice of business entity?
  • Enhancements to Section 179 and bonus depreciation.
  • California tax law changes.
  • Tax planning opportunities and challenges after Tax Reform, including tax planning ideas for you and your clients
The goal with current tax reform, as it was in the 80s, was an appeal to simplify the tax code and make the application of taxes more "fair."  Mission accomplished?  Good question.....let's find out!

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

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About the Speaker: 
Dan StaszakDan began his career in public accounting in 1986 with Tollefson Neal & Company. In 1988, he joined a large local CPA firm in Folsom and in 1994 advanced to partner. A CPA since 1989, Dan handled tax planning and business advisory services for the firm’s business and individual clients. His experience includes working as contract CFO for companies in the manufacturing and health services industries. He is a graduate of California State University, Chico and received his Master’s in Taxation from Golden Gate University in June, 1993. He has been an instructor for UC Davis Extension since 2006 teaching in the accounting and CFP program. He also serves on the Board of the El Dorado Community Foundation. Dan founded Staszak & Company, Inc. CPA’s in September, 2011.