Walnut Creek, CA
EB Chapter: Tax Discussion Group
Date: Nov. 7, 2024
Time: 8 – 9:30 a.m. PT
Member
$0.00
Nonmember
$0.00
Members, log in to access your discount.
Overview
Join us for a rare IN-PERSON discussion about all things Retirement Plans. Adam Zuro from Nicholas pension will be leading the discussion. We will discuss:
- The various retirement plan options available to different taxpayers
- Comparison of the plans
- Secure 2.0 Act – regulatory updates
- Time for you’re questions. This will be informal. He will be ready to answer broad or very detailed questions.
Adam will be providing a continental breakfast and detailed material packets.
Goldstein Enright Accountancy Corp will be hosting our group in their building conference room. (Thank you!)
Product Code
E2251124
Format
In-Person
Intended Audience
Open to all members and non-members.
Faculty
Venue
Additional Details
The Tax Discussion Group brings together tax practitioners of all experience levels and domains, as well as financial planners, attorneys and others to discuss various tax-related topics. From tax law changes, to tax planning, client service, firm development, and more, this group offers a forum to share insights, questions and resources with other professionals. The committee generally meets monthly between June through January. Email Tara Schoennauer at tschoennauer@jgrcpa.com or eastbay@calcpa.org with any questions.