Fleming's Steakhouse - Palo Alto
180 El Camino Real G-2, Palo Alto, CA 94304
(Stanford Shopping Center 2)
Date / Time
If you have the following concerns:
• How do I reduce or control my income tax?
• Where and how to position my investments to achieve tax efficiency?
• How can my beneficiaries receive exactly what I intended?
New Legislations – How will the current tax reform affect you & your family
Tax-Efficient Investing – Explore different types of investment vehicles to keep more your hard earned money
Overly Concentrated Employer Stock – How to avoid or reduce capital gain tax while achieving diversification
Estate and Legacy Planning – How “The Tax Cuts and Jobs Act of 2017” will affect you and your beneficiaries
Legal Strategies for Sheltering Employment Income – Explore small business retirement plans to achieve the greatest tax reduction opportunities
Sheri Pan, CFP® practitioner, is a Registered Representative with, and securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC. Sheri earned a Master’s degree in Taxation from Golden Gate University.