“Incorporating Tax in Your Financial Planning” is designed to equip small business owners/investors with basic tax planning ideas to prepare post COVID-19 era and understand their unique tax situation. (PPP and EIDL are excluded from our discussion)
Details
Date: Wednesdays, June 24 and July 1
Part 1: What to expect in your tax due to COVID-19
Part 2: Toolbox for your unique tax situation
Time: 7:30-9 PM
Limited Space! (Taking up to 12 people only)
Platform: Zoom (register to receive link)
Contact: Sophie Song, ilovetax.cpa@gmail.com
Important Notes
This class is ideal for current or future small business owners and/or shareholders/partners, investors
This class does NOT include tax consultation
This class is designed to equip small business owners/investors with basic tax planning ideas to prepare post COVID-19 era and understand their unique tax situation. (PPP and EIDL are excluded from our discussion)
About Sophie Song
Sophie Song, CPA, MST is a tax manager at Liptz & Associates, Inc (located in Newport Beach, CA and Dallas area, TX). She has over 10 years of experience in accounting, tax compliance and consulting for high net wealth individuals and small businesses in various industries (real estate, manufacturing, medical and health care, legal and professional, distribution, insurance, investments), complex tax planning and transactions and expanding her expertise in Captive Insurance. She also has three years of audit experience in employer sponsored retirement plans.
She holds a bachelor's degree in French Studies from Hankuk University of Foreign Studies in South Korea, a bachelor's degree and a DEA (equivalent of 1st year in doctoral program) in international relations from Sciences Po Paris (Institut d’Études Politiques de Paris). She also earned her Master of Science in Taxation with honors status from Golden Gate University.
She has been attending SRCC since 2009 and serving for HW choir and Kingdom Dreamer Scholarship Foundation since 2015.