The Tax Tightrope: Coordinating w/ Clients' Preparers
In partnership with Financial Planning Association of San Francisco
Tax considerations underlie nearly everything we do as financial advisors, and yet most of us are not CPAs. When it comes to tax, what do you really need to know, and when should you say “I don’t know” and hand off the issue to an expert? What are the major tax planning opportunities to look for in each stage of life? How do you avoid tax surprises? Our panelists will share perspectives on how they coordinate with clients’ tax preparers, where to draw the line between our domain and theirs, and how to add maximum value for the benefit of all.
Sandi Bragar, CFP, Partner at Aspiriant
Ms. Bragar is the the firm's Managing Director in Planning Strategy & Research. She started her career as a CPA at Ernst & Young before transitioning into wealth management with Kochis Fitz.
Daniel Lee, CFA, CFP, Wealth Manager at Plancorp
Mr. Lee heads their San Jose/Bay Area office. Daniel is a graduate of the UC Berkeley Extension Personal Financial Planning program, serves on its Advisory Board, and teaches several classes.
Lauren Stansell, CFP, Partner at Yeske Buie
Ms. Stansell is Partner at Yeske Buie and also working on her masters in Advanced Financial Planning at Golden Gate University, with a concentration in Taxation.
Heather C. Liston, CFP, EA UC Berkeley Extension
Ms. Liston is the Program Director for Personal Financial Planning, Accounting, and other business and finance programs at UC Berkeley Extension, where she has also been teaching the Income Tax Planning course for the past five years. She is a fee-only financial planner with Hargrave Fiduciary Advisors, a former Credentialed Tax Expert for TurboTax, and a tax preparer.
$65 $45 if registered by November 8th
$85 $65 if registered by November 8th
Online registration closes at midnight, November 10, 2019.
11:30 am - Registration
12:00 pm - Announcements, Sponsor Spotlight and Lunch
12:15 pm - Presentation
1:30 pm - Q & A/Program Closes