June 28, 2017

Full House for Executive Forum on Pending Legislative Tax Reform

San Diego business leaders convened for the Executive Forum in the Tasting Room of Culinary Concepts recently to break bread and discuss the impact of potential legislative changes to U.S. Corporate and Personal Tax Reform under the Trump Administration.

The Executive Forum, co-hosted by Culinary Concepts catering and Invested Advisors, invited Jacqueline L. Parks of U.S. Trust Wealth Management | Bank of America to lead the discussion and provided key insights and pre-emptive action items business owners and individuals might want to take to prepare for any legislative changes.

Participants in the invitation-only roundtable represented a variety of industries including executive placement, tax and accounting advisory services, ADA compliance facilitators, media and publishing, real estate and manufacturing. Crystal Sargent, CEO of Invested Advisors noted “this topic grabbed the interest of business leaders and owners across industries and sectors due to a lack of familiarity with the changing perspectives in Washington, D.C. and people wanting to learn how potential legislative changes might help them minimize their tax obligation. At Invested Advisors, our mission is to ensure that success is our clients’ constant companion. We strive to help them be well informed and further connect them to the right partners to help them achieve their goals.”

The Executive Forum will reconvene in the Tasting Room, August 11th with a discussion for CEOs and HR practice leaders. The topic will give guidance for designing a 401 (K) Plan that increases participation and compliance and trends that suggest it may be time to terminate your current plan. Windus Fernandez, Senior Vice President of Trilogy Financial will lead the discussion.

Kathy Koenig, owner of Culinary Concepts and member of Rotary 66 said “Giving back to others is important to us and the Executive Forum is the perfect opportunity for our team to showcase our values and culinary talents to San Diego’s business community. We are proud to give back to the business community that has nurtured our growth for more than 28 years and look forward to hosting the next Executive Forum.”

For more information on the Executive Forum, Invested Advisors, Culinary Concepts Catering or any of our expert speakers please contact Crystal at: connect@investedadvisors.com.