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Wealth Summit 2019 - Dec 8th 2019

Sanjiv Gupta CPA - 8 months ago
Wealth Summit 2019A better way to start in 2020 and the end of 2019.Date: Dec 8th, 2019 (Sunday)Venue - ICC (Indian Community Center, Milpitas)Sanjiv Gupta CPA would like to invite you to meet with us in person on Dec 8th, 2019 (Sunday) at the ICC (Indian Community Center in Milpitas, CA).  Wealth Summit is a FULL DAY live program. We will have the tax, finance and legal experts to answer your questions.  Agenda For Wealth Summit: 8 am to 9 am - Meet & Greet (Snack will be served) 9 am to 12:30 pm - Tax Session by Sanjiv Gupta CPA12:30 pm to 1:30 pm - Lunch & Networking (Lunch is Included)1:30 pm to 3:00 pm - Wealth Planning with Atul C. Dubal CFP3:00 pm to 5:00 pm - Tax Planning with Sanjiv Gupta CPA5:00 pm to 6:00 pm - Q&A with an expert panel6:00 pm to 8:00 pm - Networking (Snacks will be served)Tax-Related TopicsThe effects of tax reformsIRS, Treasury UpdatesYear-end tax planningEffective strategies for small businessesReducing taxable incomeLeveraging qualified opportunity zonesForeign Income and Assets ReportingGreen Card, Citizenship, OCI, PAN, and Aadhar CardsNRI and NRO Bank AccountsBuying & Selling PropertiesGifting & Receiving Gifts From IndiaInsurance Policies and Retirement AccountsBusiness Tax Planning TipsResearch & Development Tax CreditsYour Questions & Answers Wealth Planning Topics:Tax Aware Retirement PlanningMarket Conditions and EconomyImportance of Long- Term Care PlanningFamily Protection and College PlanningExpert Panel - An Hour with community experts: 5 PM to 6 PMWe will have an hour of Q&A session with community experts to answer your questions such as Will & Trust, Immigration, Banking, Indian Investments, Commerical Opportunities, Car Loans, Mortgages, Long Term Care, Child Care & More.Want to expand your network - 6 PM to 8 PMJoin us for a networking mixer in the evening.  Get to know our Speakers, Expert Panelist, and other community members. 
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