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Wed, Mar 29

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The Upper West

Tax Strategies and Solutions

Join us for this educational dinner presentation!

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Tax Strategies and Solutions
Tax Strategies and Solutions

Time & Location

Mar 29, 2023, 6:30 PM PDT

The Upper West, 3321 Pico Blvd, Santa Monica, CA 90405, USA

About the event

Presented by: WestPac Wealth Partners

Learn About:

  • Tax and capital gains mitigation
  • How to leverage your business to build personal net worth and increase your balance sheet and retirement
  • Take advantage of tax strategies to help reduce tax liability

Speakers:

Raquel Naranjo, JD, Financial Professional

Amit Chandel, CPA & Certified Tax Resolution Specialist (CTRS)

Amit Chandel is a CPA, and a Certified Tax Strategist with focus on Tax, Financial & Exit Planning, Tax Defense & IRS Representation. He focuses on high-end tax, estate planning, succession planning for his clients.  In serving his clients, Amit has been very active with both identifying and helping to resolve tax issues often resulting in substantial income and estate tax savings.  Amit also has deep experience as a Certified Tax Planner and was recognized with the 2017 Certified Tax Planner of the Year Award by the American Institute of Certified Tax Planners. Amit has a bachelor's degree with an emphasis on accounting from California State University, Long Beach, and a Master of Laws in Taxation from the Washington School of Law. In addition, Amit is a Certified Tax Resolution Specialist (CTRS). He has successfully represented taxpayers and has helped thousands of distressed taxpayers with unpaid taxes, unfiled tax returns, liens, levies, FBAR filings, tax audits and other major tax problems. in front of the IRS as other State tax agencies. Additionally, he holds the designations of Certified Tax Planner (CTP), Certified Valuation Analyst (CVA), Chartered Global Management Accountant (CGMA), Certified Exit Planner (CExP). His practice is geared toward helping companies increase their business value, effectively plan for an exit, and legally minimize their annual tax liabilities.  He is a member of the AICPA, ASTPS, AICTP, and NSCHBC. He is a principal of the Focus CPA group and an author of various books, three of them best sellers on the Amazon. Contact Amit for your tax planning and tax problems.

Alfred Valencia, CExP, Investment Advisor Representative

Alfred Valencia is an Investment Advisor Representative for WestPac Wealth Partners in Irvine, Ca. Alfred obtained his Real Estate license and started in the Mortgage Industry in 2003. Alfred acquired a vast knowledge of Mortgage Finance from a Commercial and Residential standpoint.  After having much success, Financial services seemed to be a natural progression. His decision to work in financial services grew out of a strong desire to seek a profession that would allow him the opportunity to help others in a financial capacity. In 2012 he joined American Income Life and within 3 months accepted a promotion to a management position. In 2014 after very careful consideration Valencia decided to take a position at Fortis Financial that eventually merged with Westpac in 2016.

Alfred has made a deliberate decision to work with business owners and has designed a strategic team of Advisors with focus on process and execution.  Valencia has many years of experience in providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. Alfred’s purpose is to help his clients protect what they have built, building currently and will continue to build in the future.

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