Dinner Meeting-Thursday, June 1, 2013
600 E. Esplanade Drive
Oxnard, Ca. 93036
5:00 PM-Board Meeting
7:00 PM-9:00 PM-Program
Program: "Top 10 AMT Causes and Planning Strategies"
Course Description & Objectives:
Description: Students will receive an historical sketch of the AMT's evolution, review its basic calculation, the top ten common adjustments and preferences that are its largest contributors, how we as practitioners can help our clients mitigate it, and learn about the recent law changes affecting it.
1. Recognize the top ten adjustments and preferences to AMT
2. Learn some planning techniques in order to minimize taxpayer's AMT.
Presenter: Karen Brosi EA, CFP. Karen Brosi has been practicing in Palo Alto, California for over twenty years. She is a Certified Financial Planner professional and Enrolled to Practice before the Internal Revenue Service.
A native Californian, Karen completed her undergraduate education at Cal Poly, San Luis Obispo, with a major in Mathematics. In the community, Karen is active in her local church and the Silicon Valley Kiwanis Club. She is a past-president of Golden Gate Chapter and past officer of the California Society of Enrolled Agents.
Karen advises clients in individual tax and family wealth planning, specializing in complex tax strategies, securities and real estate transactions. A frequent lecturer, Karen speaks for various state and local tax professional organizations and nationally for AICPA, NAEA and Western CPE. She was named Outstanding Conference Instructor for 2011-12 by California CPA Education Foundation. Karen has written articles on a variety of tax and financial planning topics, and has been widely quoted in the print media, including Business Week. She and her teaching partner, Sharon Kreider, EA, CPA, present a renowned two-day comprehensive federal and California tax update.
CPE Hours: 2 Hours
Meeting Cost: $30 Members/$35 Non-Members.
RSVP: Linda Wall, EA at 805-340-8822 or by email: Linda@EvansTax.net