Meeting Details

Tuesday, August 12, 2014
11:30 am - 1:30 pm

Topic:
Tax Issues for the Self-Employed

Speaker(s):
Bob McGrath, CPA, Senior Tax Manager
Krissy Rhoades, CPA, Tax Senior Manager
Burr Pilger Mayer, Inc. (BPM) 

Program Description:
Self-employed individuals face unique tax issues ranging from annual tax planning to transactional issues such as exit strategies or bringing on new co-owners.  This program is designed to give the audience a deeper understanding of high-level tax planning strategies for owners of closely held businesses including sole proprietors, general partners of partnerships and active members of LLCs.  The presentation by Bob McGrath and Krissy Rhoades, both CPA’s with Burr Pilger Mayer, Inc. (BPM), will address:
•    Structuring buy/sell agreements,
•    Planning for a tax-efficient ownership exit,
•    Intrafamily ownership transfers, and
•    Retirement plan options -- both defined benefit and defined contributions plans.

Bob and Krissy's presentation will illustrate these planning strategies using real life examples and case studies so that you leave equipped with additional tools to better serve your self-employed clients.

Speaker Bios:
Bob McGrath, CPA
Burr Pilger Mayer, Inc. (BPM)
Bob is an experienced tax advisor with Burr Pilger Mayer, Inc.  He works primarily with individuals to provide them with creative tax planning and to address all of their tax compliance requirements.  He has a solid background in business taxes including corporations, partnerships and limited liability companies.  As many of his clients are business owners, he is able to integrate the individual and business tax planning.  Bob has an expertise in advising individuals on their equity-based compensation including founder's stock, stock options and restricted stock.  Bob developed an educational stock option presentation that he has delivered to employees and founders of both public and nonpublic companies.  Bob spent almost twenty years between E&Y and PwC, including about ten years in New York City.  He has been with the East Palo Alto office of BPM for over six years.

Krissy Rhoades, CPA
Burr Pilger Mayer, Inc. (BPM)
Krissy is a Tax Senior Manager at Burr Pilger Mayer, Inc. (BPM).  She uses her in-depth knowledge of the continually changing tax landscape to assist high-net-worth individuals and closely-held businesses including sole proprietors, LLCs, partnerships and corporations with tax planning and compliance issues.  Her experience includes minimizing federal and state income tax liabilities, preparing income tax projections and researching complex tax issues.   She works with a number of self-employed individuals in a variety of industries. Additionally, she assists with analyzing the tax implications of proposed stock option transactions for early stage start-up and public company employees.  Prior to joining BPM, Krissy was a Corporate Tax Manager at Deloitte Tax, LLP and she has ten years of overall experience helping individuals and businesses with tax compliance and planning.

11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements, Sponsor & Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

You may register online after August 8, 2014, however, you will be charged the Regular Registration price. Online registration closes at midnight, August 10, 2014.

*This topic is currently pending approval for 1 CE credit by the CFP Board of Standards.