Monthly Lunch Education Meeting (Sonoma County)

Education: Strategies to Reduce Tax Under the New Tax Law

Start planning for 2018 taxes. Use the ideas that former CSEA President Jim Southward offers. From Using pass-through entities and Corporations as Tax Shelters to the Games and Gimmicks Available in the New Law, this 2 hour program will provide an excellent guide to tax professionals.

James Southward, along with his wife Jean, founded Southward & Associates in 1980. He has lectured and published articles over his professional career and is recognized as one of the leaders in the field. He has been president of the California Society of Enrolled Agents and has partnered with local and regional IRS offices to help resolve systemic issues. Jim Southward is licensed to represent clients before the Internal Revenue Service

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11:45 AM Networking
12:00 PM Lunch
12:45 PM Education
2:30 PM Adjournment