Invitation to August 2019 Seminar

Invitation to August 2019 Seminar & Annual Member’s Golf Event

1. Date: August 15, 2019 (Thursday)

2. Place: Westridge Golf Club
1400 S La Habra Hills Dr. La Habra, CA 90631

3. Time Slot:
a. 8:00 am ~ 8:30 am: Seminar register and Breakfast
b. 8:30 am ~ 10:30 am: Seminar (2 Hours) and Sponsor presentation
c. 10:30 am ~ 10:45 am: Break time
d. 10:45 am ~ 12:30 pm: Seminar (2 Hours)
e. 12:30 pm ~ 1:30 pm: Lunch and Golf register
(Lunch will be provided only to those who participate in Member’s Golf Event)
f. 1:30 pm ~ : Annual Member’s Golf Event

4. CPE Credit: 4 Hours

5. Seminar Topics & Speakers:

“Tax-Advantaged Retirement Plans for Business Owners”
– Ken Choe, President of Allmerits Asset Management, LLC
a. Use of qualified plan, profit sharing and defined benefit plan for business owner
b. Use of non-qualified executive benefits for business owners

“Social Security – Getting the Most out of Your Benefits”
– Aaron Vest, Regional Vice President of AXA Distributors, LLC
a. Understanding the value of social security
b. The different types of social security benefits
c. Other factors impacting social security benefits
d. Taxation of social security benefits
e. Recent developments impacting social security
f. Benefits collection strategies

“Using Client Tax Returns to Discover Their Planning Needs, 1040 Guide”
– David Hong, Financial Advisor of AXA Advisors, LLC
a. The overlay and the process
b. Why exploring a client’s 1040 is important
c. Planning uncovered by looking at a clients’ 1040
d. Changes under the Tax Cuts and Jobs Act

6. Registration fee:
• Seminar (incl. Breakfast): $30.00
• Golf (incl. Lunch): $50.00 (Please register by August 8, 2019)
• Seminar & Golf: $80.00

If you have any questions about registration, please contact Website Management Director.
Hokon Choe, CPA, (213) 923-2900,

If you have any questions about the Golf, please contact Secretary.
Phillip Son, CPA, (626) 252-7287,

If you have any questions about the seminar, please contact Seminar Directors.
Paul Joo, CPA, (714) 537-1200,
Stephen S. Lee, CPA, (213) 380-9993,