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Glendale April Meeting
550 N Brand Blvd #650
Glendale,, CA 91203
Wednesday, April 03, 2024, 7:30 AM - 9:00 AM PDT
Category: Glendale

Join BP Glendale for their monthly meeting!

 Can You, or Your Clients, ‘Workaround’ the Trump SALT Cap: Introducing AB 150

Some believe the 2017 Tax Cuts and Jobs Act (TCJA), attempted to “punish” high tax “blue” states by limiting the deductibility of State and Local Taxes (SALT) to $10,000 annually. Several states, including California, created a “workaround” by passing California Assembly Bill (AB) 150 on July 16, 2021. AB 150 applies through the end of 2025 when certain provisions of the TCJA are scheduled to sunset. Come learn who is eligible, and how this bill can be leveraged to reduce federal income taxes for certain taxpayers.

Meet the speaker: David Medina
David Medina Glendale April 2024 Speaker

David Medina, CFP, CWS, AIF, CPFA, is an Investment Advisor Representative with Stewarsdship Financial in Arcadia. David believes in the liberating power of investing for the future to achieve financial freedom. As a Financial Advisor, he seeks to help others also obtain a work optional lifestyle with the kind of retirement and legacy they desire. Prior to founding Stewardship Financial, David’s experience included 25 years in financial planning & analysis, plus 6 years as a Senior Financial Advisor at D.A. Davidson. He is delighted to leverage this knowledge to benefit wealth management clients, ERISA plan sponsors and participants. David was Economics major at UCLA, and earned an MBA from USC.

Cost: Free

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