Tax Cuts and the Jobs Act – What Does the New Tax Legislation Mean for You?

 Date: Thursday, February 21, 2019

Time: 5:30pm – 7:00pm (discussion begins promptly at 6:00pm)

Location: Wells Fargo 4655 Executive Drive 9th floor

San Diego, CA 92121

                                           RSVP: SanDiegoWIF@gmail.com

On December 22, 2017, the most sweeping tax legislation since the Tax Reform Act of 1986 was signed into law. The Tax Cuts and Jobs Act of 2017 (TCJA) makes small reductions to income tax rates for most individual tax brackets and significantly reduces the income tax rate for corporations. It also provides a large new tax deduction for owners of pass-through entities and significantly increases individual alternative minimum tax (AMT) and estate tax exemptions. Please join as our speaker Andrew Davidson, CPA discusses the new tax legislation and what it means for you and your clients.

About Our Speaker:

Andrew Davidson, CPA

Partner, Aldrich CPAs + Advisors

Andrew has been helping his clients by providing strategic tax planning and compliance services as well as acting as a trusted advisor for closely-held businesses and individual clients. Andrew has more than 15 years of diversified business and financial management experience as a tax consultant and accountant. Andrew leads his firms growth-oriented companies group. He works with a broad range of companies and specializes in strategic tax planning and compliance, business and succession consulting, and working with agribusiness, manufacturers, wholesale distributors, retailers, service providers, real estate, and lifestyle companies. He acts as a trusted advisor for closely held businesses and individual clients. He is the “blue collar CPA stuck in a white collar world.”

 About Our Corporate Sponsors:

Wells Fargo’s Business Banking Group serves the needs of small- to mid-size private held businesses throughout the country.    They provide a proactive approach through a team of local Relationship Managers and others to provide customized service and rapid response to help our customers succeed financially

QualStaff Resources is a professional recruitment firm offering San Diego employers a quality, cost effective option for acquiring high-value technical, financial and administrative talent.  Established in 1998, our continued growth speaks to our success in providing contingent staffing resources, direct hire search, payroll services and partner on premise services.  QualStaff Resources can offer both candidates looking for work and clients searching for talent a unique local connection.

 

 

 

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San Diego Women in Finance Annual Economic Outlook for 2019

Date: Tuesday, January 22, 2019

Time: 5:30pm – 7:00pm (discussion begins promptly at 6:00pm)

Location: Wells Fargo – 4655 Executive Drive, 9th Floor, San Diego, CA 92121

Parking – No host parking-there are parking spaces on the street

RSVP: SanDiegoWIF@gmail.com

Announcing the January Monthly Meeting of SDWIF.  Join us for our annual economic outlook with our speaker Ryan Ratcliff, Associate Professor of Economics at USD, who will be discussing the global, national, California and San Diego Economies in 2019.

Ryan Ratcliff is an Associate Professor of Economics, specializing in forecasting, macroeconomics, and financial economics. His research interests include the formation and updating of macroeconomic expectations, linkages between financial markets and the macroeconomy, state and regional economic forecasting, and the macroeconomic impact of housing cycles.

Prior to coming to USD, Professor Ratcliff spent three years at the renowned UCLA Anderson Forecast, where he was the primary author of the quarterly forecast for California, as well as numerous other reports on local economic forecasts and regional housing markets. He has also worked in market research and applications development at the Franklin-Templeton family of mutual funds, as a market analyst on the U.S. Treasury’s Mexico Task Force, and as a compliance researcher at the Frankfurt headquarters of Deutsche Bank.

About Our Corporate Sponsors:

Aston Carter:

Over the past three decades they have built an unrivaled culture and unique, people-focused approach yields competitive advantage for their clients and rewarding careers for contractors. Today they serve virtually every major industry, and we’ve placed exceptional people in hundreds of thousands of roles and positions. Everything they do is grounded in our guiding principles to build and nurture quality relationships that allow them to place quality people in quality jobs.

Our People Are Everything.™

Wells Fargo Business Banking Group:

Wells Fargo’s Business Banking Group serves the needs of small- to mid-size private held businesses throughout the country.    They provide a proactive approach through a team of local Relationship Managers and others to provide customized service and rapid response to help our customers succeed financially

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Reminder Happy Hour Dec. 5, 2018 The last minute location change to Farmer and the Seahorse

San Diego Women in Finance (SDWIF)

Celebrate the Holiday Season with a Networking Happy Hour

Date: Wednesday, Dec 5, 2018

Time: 5:30pm – 7:00pm

Location: Farmer and the Seahorse

10996 Torreyana Road, San Diego, 92121Parking: Free

RSVP: SanDiegoWIF@gmail.com

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San Diego Women in Finance (SDWIF) Celebrate the Holiday Season with a Networking Happy Hour

Date: Wednesday, Dec 5, 2018

Time: 5:30pm – 7:00pm

Location: Green Acre Campus Pointe

10300 Campus Point Drive, San Diego CA 92121
Parking: Free

RSVP: SanDiegoWIF@gmail.com

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Reminder for SDWIF November 14th meeting. Join our speaker Linh Nguyen who will inspire you to create and articulate a vision for your career and then develop a plan to accomplish that vision.

Date: Wednesday, November 14, 2018

Time: 5:30pm – 7:00pm (discussion begins promptly at 6:00pm)

Location: Wells Fargo – 4655 Executive Drive, 9th Floor, San Diego, CA 92121

Parking – No host parking-there are parking spaces on the street

RSVP: SanDiegoWIF@gmail.com

Imagine yourself 5 or 20 years from now.  You’ve accomplished great things in your career. You’ve been successful by every definition.  Or, then again, maybe you haven’t.  Maybe you are still searching for a fulfilling career to stir your soul.  What differentiates the women/men who set new goals and reach new heights, and those that never reach their full potential?  Success is seldom accidental.   It starts with having a clear vision of what you wish to become.  Defining your vision, goals and priorities is the critical first step.

About out speaker:

Linh Nguyen serves as Vice President, Finance & Operations of FMT Consultants, a technology consulting firm headquartered in southern California specializing in architecting, designing and implementing technology solutions.  In this role, she is dedicated to making a difference in her organization by embracing and applying a holistic paradigm on managing the company.  She focuses not solely on the financial perspective of the organization, but also on the “emotional” health of the company, namely, team leadership, culture development, and instilling a sense of purpose in team members.  In 2014, Ms. Nguyen received the Women Who Mean Business Award Winners recognition by the San Diego Business Journal.

Previously she served as CFO of International Stem Cell Corporation, a publicly-traded biotechnology company working to revolutionizing medicine using novel stem cell technology, and CFO of International Lottery & Totalizator Systems, a publicly-traded global software and system developer of lottery and optical scan voting systems.  She earned a Master of Science in Executive Leadership (MSEL) from University of San Diego, B.S. in Business Administration/Accounting from CSU San Marcos and attended the University of Toronto, Canada.

About Our Corporate Sponsors:

Wells Fargo’s Business Banking Group serves the needs of small- to mid-size private held businesses throughout the country.    They provide a proactive approach through a team of local Relationship Managers and others to provide customized service and rapid response to help our customers succeed financially

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Tips N Sips 2018 Sponsored By Kia Classic Women’s Golf Clinic at Aviara Golf Course on Nov 1, 2018 @ 4:30

San Diego Women in Finance has a limited number if spots- first come first served. This will be a fun, easy afternoon of women networking, learning the game, or improving if you already play. Details…….. – no golf experience needed – clubs are provided or you can bring your own – golf or casual attire – wine included RSVP

 

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Announcing the October 10th meeting of SDWIF. Join our speaker Jennifer K Crittenden for our topic:Building Your Executive Presence

Date: Wednesday, October 10, 2018

Time: 5:30pm – 7:00pm (discussion begins promptly at 6:00pm)

Location: Wells Fargo – 4655 Executive Drive, 9th Floor, San Diego, CA 92121

Parking – No host parking-there are parking spaces on the street

RSVP: SanDiegoWIF@gmail

Do you have a strong executive presence? Not sure?

You are not alone!  A recent study reports that women find feedback about executive presence so contradictory and confusing that 81% say they don’t know how to act on it.

In this interactive workshop, Jennifer Crittenden will share her research on what constitutes a strong presence and how to develop the tools to build it. Learning empathy and how to see yourself through someone else’s eyes and then applying that knowledge to behavior modification can permit anyone to improve how they are perceived.

Along with a self-assessment tool, Jennifer will provide specific examples and useful takeaways that you can use to increase your promotability and compensation.Jennifer served as the instructor for an Executive Presence training program for the University of Wisconsin and the National Association of Women MBAs before she began offering the course independently.

Bio:

Jennifer K. Crittenden has a BA in Linguistics and an MBA in Finance and IT from Indiana University. She worked for over twenty years in corporate finance for Bristol-Myers Squibb and Smith & Nephew in the US, Belgium, and the UK. She moved to the sunny skies of San Diego to participate in the emerging biotech industry and worked as Chief Accounting Officer for Anadys Pharmaceuticals and CFO for Biocept Inc.

In her next life, she wrote three business-related books and now offers professional development training programs in career management, communication, presentation, and language skills.  She occasionally serves as interim CFO and writes and speaks on topics related to gender, careers, and the importance of soft skills.

 

About Our Corporate Sponsors:

Wells Fargo’s Business Banking Group serves the needs of small- to mid-size private held businesses throughout the country.    They provide a proactive approach through a team of local Relationship Managers and others to provide customized service and rapid response to help our customers succeed financially 

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