2025 Tax Policy and Planning Updates
As we look ahead to the tax landscape of 2025, it's essential to stay informed and proactive about upcoming changes and strategic planning opportunities.
2025 Tax Policy Outlook: Defining the choices ahead presented by:
Gary Weiss, CPA
Check out his full bio below
Come join us In-Person or Virtually via Zoom for our Quarterly Education Meeting at California Lutheran University!
Friday, February 21, 2025
8:00am - 10:30am PDT
Location:
California Lutheran University in Thousand Oaks
Agenda:
8:00am - Networking
8:30am - Program Begins
10:00am - Networking
10:30am - Event ends
Registration:
This event is complimentary! Bring a friend!
Location:
California Lutheran University
60 West Olsen Road, Thousand Oaks, CA 91360
Parking, Building, and other instructions will be sent upon registration. Includes light breakfast and snacks.
Gary is a graduate of the Marshall School of the University of Southern California. He founded and operates a boutique accounting firm dedicated to bringing high - quality tax preparation, tax planning and tax resolution services to individuals, small businesses, small nonprofits, family-owned businesses and start-ups, at an extremely affordable price. Gary's services are generally provided as a "flat fee" arrangement with no charge for telephone calls or simple emails. Treating his clients with respect and concern for their issues, his goal is to create a long-term relationship with his clients to best serve them. Gary Weiss CPA believes in the value of relationships. They view every client relationship like a partnership. They are committed to providing close, personal attention to their clients. The group takes pride in providing the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. They provide a variety of services including: Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks® setup, Business startup services, Monthly bookkeeping, and Financial statements.