Ready to discuss how to plan for and prepare for your 2018 taxes?
In January we discussed the impending changes to the 2018 tax code and how your business might be impacted, now join us for a webinar designed to help you plan for and prepare for your 2018 taxes now.
Hear from NAWBO's own Loreen Gilbert, Emily Wirowek, and Penny Fox as they share their thoughts on what to be looking for and planning for regarding your 2018 taxes.
WealthWise Financial Services
Loreen Gilbert is an experienced wealth manager who has spent more than 20 years creating successful wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments and then worked for a private company selling retirement plans to municipalities and their employees. Gilbert has been in private practice as a wealth manager since 1997 and is currently the President of WealthWise Financial Services, which offers securities and investment advisory services to individuals, business owners, and corporations through her affiliation as a registered principal with LPL Financial.
Wirowek Law Group, P.C.
Simply put, Emily ensures families do not self-destruct after the death or disability of a loved one. Emily does all she can to ensure that families are taken care of to the fullest extent possible. Her mission is to help families and individuals plan for the future and protect the well-being of their loved ones. Emily provides each client with personal attention, clear communication, timely assistance and excellent results. Together, Emily and her clients develop and implement a carefully tailored plan to ensure that each of the client's objectives is achieved and that family harmony is preserved.
Penny M. Fox, A.P.A.C.
Penny M. Fox has been a Certified Public Accountant (CPA) for over 30 years. A native of Southern California, she operates Penny M. Fox, CPA, A.P.A.C., a full service accounting and consulting firm in Irvine. Penny's clientele ranges from individuals to medium-sized corporations. She specializes in tax and accounting services, including tax planning, tax return preparation and bookkeeping. In addition, Penny also provides retirement planning, business consulting, estate planning, trust consulting, divorce planning and bankruptcy planning. Her firm is a full-service accounting firm which she views as “standing out from the rest in not only our professional expertise, but in our friendly and caring attitude towards our clients that puts them at ease at all times, creating an environment in which our clients view us as a trusted business advisor.”