2018 Conference Speakers

2018 Year-End Tax Planning & Tax Update Conference

The year-end can be an intimidating time with the holidays, year-end tax planning, new year goal setting, etc. LSL wants to ease the stress by informing and preparing you with the information you need to succeed. Whether you are an individual invested in bitcoin cyber currency or a business owner in need of setting up a retirement plan, LSL is here and focused on YOU and your needs.

This year’s conference focused on the topics below:

Year-End Tax Planning in Light of the New Tax Law, including:
            Deduction for “pass-through” businesses – Dave Myers, CPA
            Depreciation options – Dave Myers, CPA
            Wages for solo-owners of S-corporations – Dave Myers, CPA
Year-End Tax Planning:
            Retirement plans for small businesses – Michael Agresti, CPA 
            Charitable giving – options – Michael Agresti, CPA 
New Tax Law – Clarifications and Implementation  Jon Huckabay, MST, CPA
International Law – Yana Weaver, CPA
Credit and Grants – Ron Stumpf, CPA 
Bitcoin & Cyber Currency – Mark Zimmerman, JD, MRED, CPA
Additional Services – CoreValue – Gary Cates, CPA

If you are interested in a PDF of the PowerPoint slides of all 8 presentations, click HERE.


Susan Matz

Susan oversees the tax processes at the firm as well as serving individuals and business owners with their accounting and tax strategies. Her achievements were honored by Cal Poly’s Accounting Department as an Outstanding Alumnus in 1998. She has also been twice named a Paul Harris Fellow for her contributions to Rotary. But accolades aside, she derives the greatest pleasure from helping clients gain peace of mind. You can reach Susan at 714-672-0022. Read Susan's full bio.