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October Brown Bag Webinar
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10/18/2018
When: October 18, 2018
Noon-1 p.m.
Where: United States


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October Brown Bag Webinar
The New Tax Reform and How This Effects Individuals and Business Owners in 2018

During October's Brown Bag Webinar, we will:

  • Learn the new tax reform's benefits and drawbacks;
  • Discuss practical and valuable tips on understanding the changes of tax reform.

This webinar will be presented by Suzan Dennis, CPA and Theresa Valade, CPA and moderated by Kelly Woo, CFP.

About Our Speakers:

Suzan Dennis, CPA
Background
o Managing Partner- Dennis & Dennis, LLP
o Active California CPA
o Program Advisor UCSD, Accounting Certification Program
o Ernst & Young, LLP Alumni, San Diego Office
o Certified Fraud Examiner Associate Member
o California Society of CPAs Member

Education
o Masters of Science in Accountancy, San Diego State University
o Bachelors in Business Administration, University of Washington
o Bachelors of Arts in Economics, University of Washington

Teaching
o University of California San Diego - Extension
o National University, All Levels of Accounting
o San Diego State University, Managerial Accounting

Theresa Valade, CPA
Theresa is a tax and audit partner with Moffitt & Company, P.C., specializing in nonprofits, real estate, hospitality, franchises, mortgage banking and brokering, title insurance, escrow and franchises. She is the audit partner responsible for over 20 certified audits and represents two of the largest not-for-profits in the State of Arizona. Theresa has worked with public and private clients. She has assisted and worked on offering memorandums, 10K’s and 10Q’s. Her clientele is national and world-wide.

Kelly Woo, CFP
Kelly is a Co-Founder and Principal at Profectus Financial. She has been in the financial services industry since 2006 and has been successful at consulting both business and individual clients with their retirement, investment and tax saving strategies. She started her career as an award winning personal loan consultant for Countrywide Financial and then to New York Life as one of the top financial services professionals with the company. She has been a member of the Million Dollar Round Table association since her career as a financial services professional began and currently holds a TOP of the Table MDRT membership, which is the highest ranking accolade in the association. She is also a CERTIFIED FINANCIAL PLANNER™. Recognizing that financial planning is complex, Kelly has developed strategic partnerships with other professionals such as attorneys, CPAs, and risk management advisors to provide the most holistic solution for her clients.


 

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