Cover Image for Seminar with Iris: Tax Strategies & Insights from the "One Big Beautiful Bill Act"
Cover Image for Seminar with Iris: Tax Strategies & Insights from the "One Big Beautiful Bill Act"
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Seminar with Iris: Tax Strategies & Insights from the "One Big Beautiful Bill Act"

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Irvine, California
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About Event

Join us for a Seminar with Iris: Tax Strategies & Insights from the "One Big Beautiful Bill Act,” an educational session designed to help you navigate the latest policy changes and tax planning.

Learn practical strategies and get your questions answered by CPA Iris Cheng, a seasoned expert who will break down the key takeaways from the OBBBA in clear, actionable terms.

RSVP today and equip yourself with the insights you need to navigate today’s evolving world.


Agenda

​11:00 - 11:05 AM Welcome feat. Jasmine Jiang, Sunstone Management

​11:05 - 11:40 PM Fireside Chat feat. CPA Iris Cheng & Clark Hsu

  • Key tax updates from the One Big Beautiful Bill Act (OBBBA)

  • What founders and investors should know

​11:40 - 12:00 PM Audience Q&A

​2:30 PM Networking

​​Agenda subject to change.


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​​This communication, the presenters, and all topics discussed herein and at the events discussed in this communication are for educational purposes only. No investment is being solicited and no investment advice is provided herein or will be provided at those events. No statements made by Sunstone representatives shall be construed as an assurance that a founder or start-up will be considered for, or accepted as, an investment by any Sunstone investment programs.

This event is provided for informational purposes only and should not be construed as legal or tax advice.  Always consult an attorney or tax professional regarding your specific legal or tax situation.


​​​​​Questions? Email us at investor@sunstoneinvestment.com.

​For our registered investment adviser Sunstone Advisors, LLC, please visit www.sunstoneadvisor.com.

Location
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Irvine, California
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Presented by
Sunstone
Sunstone is a diversified private capital management firm. Sign up for our newsletter: http://eepurl.com/dMmV1k
Hosted By