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DTSTART:20260522T153000Z
DTEND:20260522T170000Z
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SUMMARY:Fourth Friday Roundtable - Tax & Retirement
DESCRIPTION:May's Fourth Friday Roundtable is one you don't miss. This month\, we're bringing practical\, timely insights straight from the front lines of small business finance with Robert Downum of Liberty Tax Service to discuss 2026 Tax Considerations for Businesses and Individuals\, and with Laura Steinbeck of Pacific Wealth Planning to discuss Choices for Business Retirement Plans.\n\nDesigned with entrepreneurs and business leaders in mind\, this session will break down smart tax strategies\, uncover often-overlooked incentives\, and help you navigate opportunities that can directly impact your bottom line. Whether you're looking to maximize deductions\, better understand recent changes\, or simply get ahead of next tax season\, you'll walk away with clear\, actionable takeaways you can put to work immediately.
X-ALT-DESC;FMTTYPE=text/html:<p data-end="227" data-start="0"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#000000\;">May&rsquo\;s Fourth Friday Roundtable is&nbsp\;one you don&rsquo\;t miss. This month\, we&rsquo\;re bringing practical\, timely insights straight from the front lines of small business finance with Robert Downum of <a href="https://www.libertytax.com/income-tax-preparation-locations/california/san-ramon/13426"><span class="hover:entity-accent entity-underline inline cursor-pointer align-baseline">Liberty Tax Service</span></a></span><span class="a_GcMg font-feature-liga-off font-feature-clig-off font-feature-calt-off text-decoration-none text-strikethrough-none" style="color: rgba(35\,31\,31\,var(--O42jJQ\,1))\; caret-color: rgb(35\, 31\, 31)\; --Ys-XuQ: none\; font-kerning: none\;">&nbsp\;to discuss </span><span class="a_GcMg font-feature-liga-off font-feature-clig-off font-feature-calt-off text-decoration-none text-strikethrough-none" style="color: rgba(35\,31\,31\,var(--O42jJQ\,1))\; caret-color: rgb(35\, 31\, 31)\; --Ys-XuQ: none\; font-weight: 700\; font-style: italic\; font-kerning: none\;">2026 Tax Considerations for Businesses and Individuals</span><span class="a_GcMg font-feature-liga-off font-feature-clig-off font-feature-calt-off text-decoration-none text-strikethrough-none" style="color: rgba(35\,31\,31\,var(--O42jJQ\,1))\; caret-color: rgb(35\, 31\, 31)\; --Ys-XuQ: none\; font-kerning: none\;">\, and with Laura Steinbeck of <a href="https://www.pacwealthplan.com/">Pacific Wealth Planning</a> to discuss </span><span class="a_GcMg font-feature-liga-off font-feature-clig-off font-feature-calt-off text-decoration-none text-strikethrough-none" style="color: rgba(35\,31\,31\,var(--O42jJQ\,1))\; caret-color: rgb(35\, 31\, 31)\; --Ys-XuQ: none\; font-weight: 700\; font-style: italic\; font-kerning: none\;">Choices for Business Retirement Plans</span><span class="a_GcMg font-feature-liga-off font-feature-clig-off font-feature-calt-off text-decoration-none text-strikethrough-none" style="color: rgba(35\,31\,31\,var(--O42jJQ\,1))\; caret-color: rgb(35\, 31\, 31)\; --Ys-XuQ: none\; font-kerning: none\;">.</span></span></span></p>\n\n<p data-end="657" data-is-last-node="" data-is-only-node="" data-start="229"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#000000\;">Designed with entrepreneurs and business leaders in mind\, this session will break down smart tax strategies\, uncover often-overlooked incentives\, and help you navigate opportunities that can directly impact your bottom line. Whether you&rsquo\;re looking to maximize deductions\, better understand recent changes\, or simply get ahead of next tax season\, you&rsquo\;ll walk away with clear\, actionable takeaways you can put to work immediately.</span></span></span></p>\n<br />\n&nbsp\;
LOCATION:PG&E Training Center at the San Ramon Valley Conference Center 3301 Crow Canyon Road\, San Ramon (Go to the lobby where you will be shown where to go)
UID:e.1162.10420
SEQUENCE:3
DTSTAMP:20260519T053554Z
URL:https://members.sanramon.org/events/details/fourth-friday-roundtable-tax-retirement-10420
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