January 2020 Chapter Meeting Luncheon

Business Taxation: Advising Clients Effectively in the New Environment

Speaker: Meredith Johnson, Director of Tax at BPM

Featured Partner: TBA

Meeting Description

The tax law changes in late 2017 reshuffled the tax planning landscape. We will begin our discussion with the big picture (observations and trends from the 2018 filing season and beyond), then move to specific issues with a business taxation deep dive (including case studies with business owners), and finish with common considerations and planning recommendations for our clients.

Learning Objective: Learn about business tax issues that may impact your clients

1.5 hours CE available, pending approval by the CFP Board.

Featured Partner: TBA

Speaker Biography

Meredith Johnson, CPA, CFP�, has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development, and Public Policy Analysis and Advocacy.

Meredith currently serves on the Board of the California Society of CPAs (CalCPA) and is the First Vice President of the CalCPA San Francisco chapter. She received her bachelor’s degree from Whitman College and her MS degree in Taxation from Golden Gate University. She is an active member of the FPA San Francisco chapter, serving on the Pro Bono Committee and the Financial Planning Day Steering Committee. She also gives back to her local community through her work with non-profits — as a site manager, volunteer, and financial coach for Tax-Aid in San Francisco (a public charity assisting low income taxpayers with their returns), and as a manager for One Brick (helping connect volunteers to each other and the worthy causes which need their time and energy).

Pricing and Registration (Lunch is included)

Register early! Advanced pricing is available through January 6th:

FPA Members and First Time Visitors: $45
Non-Members: $70

After January 6th:

FPA Members: $65
All Non-members: $85

Online Registration is open through Monday, January 6th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, January 7th.