Independent Practitioners Alliance Luncheon – Tax and Financial Planning

‘TIS THE SEASON! YEAR-END TAX AND FINANCIAL PLANNING FOR

SOLO PRACTITIONERS

Establishing your own consultancy affords a variety of benefits. It also presents a host of financial and tax challenges. And the best time to begin addressing those issues is now.

George Lin, CPA, whose clients include entrepreneurs, business owners and high-net-worth individuals, will share some of the most effective tax planning strategies he has executed for his clients. They include:

• Avoiding the biggest tax-planning mistakes business owners make
• Establishing the legal business structures that offer the biggest tax benefits
• Ways to keep your hard-earned cash working for your business
• How to handle taxes for virtual firm partners and subcontractors
• The best ways sole proprietors can save for their retirement

About George Lin

During the past 30 years, George Lin, CPA, principal of the George Lin Organization, has guided his firm from its beginnings as a sole proprietorship into a full-service corporation offering business and personal taxation services, including acquisition due diligence, audit representation, business management and tax planning. He previously held internal tax accountant and tax manager positions at American Honda, Bekins Moving and Storage and Bekins Van Lines. Lin earned an M.B. A. degree, with an emphasis in management, from Youngstown State University in Youngstown, Ohio, and a master’s degree in taxation from Golden Gate University in San Francisco.

DETAILS

Date and Time:
Thursday, Oct. 20, 2016, 12:30-2 p.m.

Location:
Taix French Restaurant
1911 W. Sunset Boulevard
Los Angeles, CA 90026

Cost:
$35 – PRSA-LA members
$50 – Non-members and guests
$30 – Young Professionals
$25 – PRSSA members

Menu:
Chicken (grilled with lemon, butter, wine, shallot sauce) or pasta Montegasque (vegetarian), salad and choice of non-alcoholic beverage. A vegan or gluten-free option is available upon advance notice to mindy@prsala.org. Note: Menu selection must be made when registering; if you have a special request, please choose, “other” then write to Mindy with request. We do our best to accommodate any reasonable request!

Parking:
On-site valet parking: $2.50

RSVP:
Seating is limited; register below! Advance reservations required for guaranteed attendance. Click below to make your registration. Cash or check payment also accepted at the door; no credit cards.