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Power Partners USA Banking, Accounting, Tax and Finance Round Table   
​Wednesday, May 2, 2018 at Comerica Bank


​Now that the new tax laws are in effect, we are holding our follow up Power Partners USA Round Table event. Subject Matter Experts will be in attendance to discuss, 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. Attend our Round Table and get ideas and resources on 
how to navigate the crossover between the varied business finance sectors.
Sold Out
   
​Location: 
Comerica Bank  
1650 Ximeno Ave,  Bank's Conference Room -
Long Beach, CA 90804  (map)

Cost:  Round Table  $20.00/person Pre-Paid  - SOLD OUT 
Includes Linked !n Long Beach Networking Mixer from 5:00-7:30 pm at Comerica Bank in the same location.  

Date: Wednesday, May 2, 2018
Time: 3:45 pm - 5:00 pm  - Round Table  
Time: 5:00 pm - 7:30 pm  Linked !n Long Beach Networking Business Mixer at Comerica Bank Business Mixer  - Tickets available for the LILB business mixer.  
​  
​

Below is a summary about our first Round Table event on Nov. 15th 

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Adalita Silva – Comerica Bank , Stephanie Stomp, Envy Beauty Studio, Trish Wright, Ameri Tax Service
​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.
​
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Power Partners building on business relationships after the Round Table discussion.
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Shari Anhalt - Anhalt Law Offices, Phil Shekerlian, Law Offices of Phil Shekerlian
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.​
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Jason Stone – Barth Financial Advisors, LLC
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  
  1. Alan Armijo – iTrust Marketing  / Power Partners USA
  2. Trish Wright – Ameri Tax Service - Accountant – New Power Partner USA member
  3. Cisco Gonzalez – Business Funding 4 You   - Business Loan Broker. 
  4. Phil Shekerlian – Law Offices of Phil Shekerlian  -
  5. Shari Anhalt – Anhalt Law Offices  - Family Law and Workers Compensation Attorney - New Power Partner USA member
  6. Stephanie Stomp – Envy Beauty Studio   - Salon owner
  7. Chuck Hayes – Venture Systems Group, Inc.  – Electrical Contractor
  8. Susan Boltinghouse – Bolt Computer Training  - Computer Training business
  9. Adalita Silva – Comerica Bank  - General Manager for the branch and event host.
  10. (Moderator)  Jason Stone – Barth Financial Advisors, LLC
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Photo Gallery  - photos from our First Round Table on Nov. 15, 2018
Photos  by Debra Armijo of iTrust Marketing
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