Wealth Summit 2019 - Dec 8th 2019

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Wealth Summit 2019

Wealth Summit 2019

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525 Los Coches St, Milpitas, CA 95035

Date & Time

Sun, Dec 08, 09:00 AM

Wealth Summit 2019

A 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 CPA

12:30 pm to 1:30 pm - Lunch & Networking (Lunch is Included)

1:30 pm to 3:00 pm - Wealth Planning with Sam Oceguera

3:00 pm to 5:00 pm - Tax Planning with Sanjiv Gupta CPA

5:00 pm to 6:00 pm - Q&A with an expert panel

6:00 pm to 8:00 pm - Networking (Snacks will be served)


Tax-Related Topics

  • The effects of tax reforms
  • IRS, Treasury Updates
  • Year-end tax planning
  • Effective strategies for small businesses
  • Reducing taxable income
  • Leveraging qualified opportunity zones
  • Foreign Income and Assets Reporting
  • Green Card, Citizenship, OCI, PAN, and Aadhar Cards
  • NRI and NRO Bank Accounts
  • Buying & Selling Properties
  • Gifting & Receiving Gifts From India
  • Insurance Policies and Retirement Accounts
  • Business Tax Planning Tips
  • Research & Development Tax Credits
  • Your Questions & Answers

 Wealth Planning Topics:

  • Tax Aware Retirement Planning
  • Market Conditions and Economy
  • Importance of Long- Term Care Planning
  • Family Protection and College Planning

Expert Panel - An Hour with community experts: 5 PM to 6 PM

  • We 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 PM

Join us for a networking mixer in the evening.  Get to know our Speakers, Expert Panelist, and other community members.