FPA of Michigan Lunch & Learn Grand Rapids

    December 13, 2017
    11:30 AM - 1:00 PM

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    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503

    Year End Tax Planning
    presented by Patrick Leikert, CFP® , CPA
    of Dolinka, VanNoord & Company PLLP, 
    Certified Public Accountants

    This program has been approved for one (1) CFP® CE's

    About the program:  During the presentation, we will discuss 2017 year-end tax planning for individuals, small businesses and their owners. Federal and State tax provisions will be presented and discussed along with the basics of estate tax and gifting. Handouts and examples will be provided as reference material. 

    About the speaker:  Pat has been a practicing CPA since 1980 with local CPA firms. He works primarily with privately held and family owned businesses on their tax and accounting needs. This includes the basic CPA firm services of tax return and financial statement preparation along with planning and consulting based on their issues. 


    $20.00 FPA Member

    $20.00 First Time Guest

    $30.00 FPA Non-Member