Please join us for this informative event as we invite Shannon Hall to join Karen in discussing potential year-end strategies that could help investors minimize taxes and solidify their overall financial planning.

Shannon Hall, EA, is a tax professional based in Long Beach, CA.  Her diverse client base keeps her on the cutting edge of new tax developments. Shannon is a featured speaker for tax societies nationwide and serves on the California Society of Tax Consultants’ board of directors. She was also recently nominated in the Top 50 Women in Accounting for 2023. She holds degrees in both Accounting and Theatre Arts, which aids her in creating captivating and informative tax presentations.

You and a guest are invited to attend! !

Dinner will be served, seating is limited. Please register for yourself and your guests to reserve.