Power Partners USA Banking, Accounting, Tax and Finance Round Table was held on Wednesday, November 15, 2017 at Comerica Bank
Our Power Partners USA Round Table event was a lively and informative discussion with Subject Matter Experts available to answer questions and offer the latest information in their areas of expertise in banking, accounting, tax and finance.
Every business, no matter the industry, must have a handle on the various sectors of their business finances. It was apparent from the Round Table back and forth discussions that these professionals can help individual clients understand and navigate the crossover between the varied business finance sectors.
Adalita Silva of Comerica Bank, our host from the event and Power Partner USA member commented, “I loved the “hats off” discussion. It’s great to have business partners we can openly discuss current issues with.”
Power Partner USA members discussed a variety of financial topics with the much of the conversation about the impacts of the potential Congressional tax plan.
Power Partner USA member Phil Shekerlian, an Estate and Tax Planning Attorney, provided attendees a great breakdown and explanation of the tax plan under consideration and how it could impact businesses. Phil reminded, "The proposed changes we discussed are just that, proposed. They are not law yet. The most important thing people can do is to hire a professional and experienced attorney, CPA, EA, or tax preparer."
Power Partner USA Round Table discussions get into “the weeds” and the “nitty gritty” aspect of our business topics. Because of the high-level conversation, we had a moderator to guide and keep the conversation on track and provide beneficial information for all.
Jason Stone from Barth Financial Advisors, LLC was our moderator and commented, “Power Partners USA put together a wonderful round table event. I thought the format was well thought out and the discussion flowed well. This format provided for a lot of different viewpoints that were delivered in an efficient and thoughtful way. I really enjoyed it and can’t wait for the next opportunity to do it again!”
We feel that attendees gained valuable insight and now have excellent professional resources to call on to help them in financial, banking, accounting and tax matters. We are considering a follow up event once there is finalization of the Congressional tax plan.
- Alan Armijo - Power Partners USA
Round Table Attendees
1650 Ximeno Ave, Bank's Conference Room -
Long Beach, CA 90804 (map)
Date: Wednesday, November 15, 2017
Time: 4:00 pm - 5:00 pm - Round Table
Time: 5:00 pm - 7:00 pm - Comerica Bank Business Mixer immediately following Round Table event
Photo Gallery - photos by Debra Armijo of iTrust Marketing