Please join us for a unique opportunity to listen and converse with a "professional/ethical hacker." Topics to be discussed include, WiFi vulnerabilty, examples of email scams, cell phone security, along with an open forum where Eric can answer your questions that pertain to your business and clients. Eric Escobar is a seasoned Cyber Security Principal Consultant. On a daily basis he penetrates Fortune 500 companies' networks to test their levels of security. He has successfully compromised companies from all sectors of business including: Healthcare, Pharmaceutical, Banking, Finance,…

The case tells the story of a business owner, Harry Golucki, who is seeking to phase out of his business while maintaining his lifestyle. This program will address an important topic of great interest to advisors from all disciplines-serving clients with closely held of family businesses, including succession planning, retirement planning, and estate planning. The content and the format will combine to increase your technical knowledge and your practice management skills. Meeting Details: Please note the time of this ProPuzzle.…

Please join us as we show gratitude and appreciation to CPA's. CPA's play an integral part in client relationships and FSP Fresno would like to show our appreciation. Please join us for appetziers, beverages, and good company at The Elbow Room. We will be raffling books for our CPA guests; CPA's please bring a business card for the raffle. Current members are encouraged to extend this invitation to CPA's they work with! Please RSVP/Register for this event by clicking here.…

Retirement planning has always been a complex process, requiring customized strategies addressing the goals of each individual client. The passing of the Tax Cuts and Jobs Act of 2017 made the process even more complex, requiring advisors to rethink existing plans and bear in mind new considerations when planning future moves. Increasing a client’s chances of a successful retirement requires strategies based on the latest information, including a keen understanding of the impact of the most sweeping changes to the tax…

The speaker will provide an understandable explanation of the realistic use to achieve the transfer of a successful business to the owner’s employees and family. The very favorable tax consequences are explained with an analysis of the key factors which indicate whether the use of an ESOP vehicle is practical. The ESOP is the only way a business can be acquired with all tax deductible dollars and potentially tax free dollars to the Seller.   Speaker's Bio James S. Aussem,…

Healthcare and taxes. When the Affordable Healthcare Act (ACA) hit the marketplace, most people were unaware of how much our taxes would be affected (some are disguised). That’s what happens when the government gets in the middle of it or anything! New healthcare taxes are rearing their ugly heads and you need to know about them. Ever heard of Single Payer Healthcare? It will be the biggest shock of all should California make the wrong move. Come and find out…

We’re looking for 10+ volunteers to help distribute newspapers and collect donations. We’re hoping to sell 200 newspapers! Date: Tuesday, March 5, 2019 Location: Corner of Ft. Washington Rd. & N. Friant Rd. Time: 5:30 am – 9:30 am. (Please come for a little while or stay the whole time!) Enjoy hot coffee and doughnuts! Great opportunity for family volunteering! Friends and family are welcome!