San Francisco, CA
SF Tax | Optimizing Wealth: Navigating Tax Complexities
Date: Jan. 30, 2025
Time: 4 – 6 p.m. PT
Overview
Join us for an engaging in-person discussion hosted by Bernstein Private Wealth Management. This presentation will focus on Optimizing Wealth: Navigating Tax Complexities. Among other topics, the presentation will cover:
- The benefits of excluding taxable gain upon sale of qualified small business stock (QSBS), including opportunities to "stack" multiple $10 million exclusions
- Gift and estate tax saving strategies.
The presentation will be accompanied by a networking happy hour with light bites and beverages.
Speaker Ashley Velategui
Product Code
L2120125
Format
In-Person
Intended Audience
CPAs and Professional Staff.
Venue
Bernstein Global Wealth Management
555 California ST Ste 4400, San Francisco, CA, 94104
Get DirectionsSponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Platinum Partners
Additional Details
There is NO CPE for this program. Please note due to the building secretary, your email will be shared with Bernstein. They will email you a QR Code to access the building prior to the discussion.