Tax Reform – Implications for You and Your Business

5:00 - 7:00 pm
Industry Leadership Series  |  FWSF and FWA NY Joint Event
Standard & Poor’s Ratings Agency, 1 California Street, San Francisco, CA 94015

We are excited to announce our first joint event of Financial Women of San Francisco (FWSF) and Financial Women’s Association New York (FWA NY)!

The Tax Cut and Jobs Act (TCJA), the largest overhaul of the U.S. tax code in three decades, made landmark changes that impact both individuals and businesses now and in the coming years. Nearly every American taxpayer will be affected in some way. How does it affect you and your business? 

Join us for a timely and insightful panel discussion with experts who will address the implications of many of the changes, including:

• For individuals – new tax rates, alternative minimum tax (AMT threshold), rules on deductions for individuals, wealth transfer taxes
• For businesses - reduced corporate rates, business income of pass-through entities and capital expenditures

The discussion will highlight potential opportunities and pitfalls that may arise for you and your business, as well as how the tax reform may affect corporate behavior.

Earn FREE admission to this event by providing a writeup and photos for our newsletter. Please contact Mickele Sade-Nowden or Susan Mazzetti if you are interested in volunteering.

PANELISTS

Bridget McInerney Harris
Attorney, Partner, Jeffer Mangels Butler & Mitchell

Bridget is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust, and probate law. She represents individual clients in estate planning, trust funding, trust administration, sophisticated estate and gift planning, and executive planning. Bridget represents business owners in corporate and tax planning, business transition planning, and wealth transfer. A significant portion of her practice today includes the formation of limited partnerships, limited liability companies, and corporations. Bridget assists clients in real estate transactions, including the purchase, sale and exchange of property. In addition, Bridget advises clients with respect to family loans in real estate and business transactions. Bridget received a bachelor’s degree from Georgetown University, Edmund A Walsh School of Foreign Service, a Juris Doctorate degree from Gonzaga University School of Law and LL.M. from Georgetown University School of Law.

Sabrina Ho Stimel
Tax Partner, KPMG

Sabrina is a partner in KPMG’s Business Tax Services practice, specializing in providing tax compliance and consulting services to ultra-high-net-worth individuals, family offices, and closely-held businesses.  She specializes in a wide array of complex individual, trust, estate, gift, and private foundation tax matters. She advises on the structure of closely held businesses and management companies to minimize taxes, income tax planning on personal financial transactions, such as the sale of a personal residence or rental real estate property, as well as assisting with charitable planning through the use of gifting vehicles, such as charitable trusts, private foundations, and donor advised funds. Sabrina received her bachelor’s degree in Economics from the University of California, Berkeley and master’s degree in Taxation from San Jose State University.

Bhakti Soneji
Senior Vice President, Head of Tax, Bank of the West

Bhakti is Head of Tax for Bank of the West and has more than 20 years of corporate tax experience in various multi-national companies in the banking, technology, and service industries. She has built global tax departments and managed global tax strategies. She specializes in tax compliance, tax planning, tax accounting, tax audit, and tax advisory functions. Previously, she was Head of Tax at Silicon Valley Bank and has held tax management positions at UPS Inc. and other tech companies. She is a Certified Public Accountant from California and a Chartered Accountant from India and received a bachelor’s degree in Accounting and Tax from University of Mumbai.

Moderator

Jennifer Hansen
Director, Corporate and Government Ratings. Standard & Poor’s Ratings Services

Jen Hansen is a Director within the U.S. Public Finance State and Local Government group at Standard & Poor’s Ratings Services. Based in the San Francisco office, Jen works with a team of 15 analysts specializing in local government credit analysis in the Western region. Jen’s responsibilities include assessing the credit quality of general obligation, appropriation, tax increment, special tax, school district, water-sewer, variable-rate, and special district bonds in California, Washington, Oregon, Alaska, Hawaii, Utah and Idaho. Prior to joining Standard & Poor’s in 2009, Jen held prior positions in finance and accounting at software companies in the Bay Area. Jen received a bachelor’s degree in Finance from Southern Utah University as well as a master’s degree in Business Administration from the UCLA Anderson School of Management. She is a member of the California Society of Municipal Analysts.

Sponsor

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