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Presentation Focused on Tax Planning After the Election

Published: November 3, 2008

On Tuesday, Nov. 18, the Office of Estate and Gift Planning at CSULB, will hold the first of three free financial presentations. The initial presentation is titled “Tax Planning After the Election.” The lectures are scheduled to be held from 7-8:30 p.m. at the CSULB offices at 1000 Studebaker Road on the corner of Anaheim and Studebaker located in the Cornerstone Church building.

In addition to the Nov. 18 event, there are presentations scheduled in January which will focus on retirement planning and in May on business transition planning. Specific dates are still to be determined. There will be no selling of any kind taking place at these events. Presentations are open to the general public and the free parking has easily accessibility at the location. In addition, there will be light refreshments served.

“Financial and tax planning is important as we move through our careers, but it is even more crucial today given the crisis we are currently facing in the U.S. and global credit markets,” said Michael Solt, dean of CSULB’s College of Business Administration (CBA). “I am very pleased that our senior faculty members, who have tremendous practical experience, are willing to share their knowledge and help individuals chart courses to navigate these challenging times. “

The first presentation will be made by Sy Pearlman, a certified public account, lecturer in the CBA and retired Ernst and Young partner. He will discuss a variety of strategies, old and new, to help decrease individual’s tax bills in 2008, 2009 and beyond. Among the topics he will cover are the alternative minimum tax, restored deductions, giving from IRAs, bonus for non-itemizers, and charitable giving.

“My goal of this presentation is to give everyone at least one piece of advice they can use to save money,” said Pearlman. “I also want to make them aware of possible tax changes in the near term so they can increase their family wealth.”

Pearlman has been a full-time lecturer at CSULB for 12 years, during which time he also owned and operated a CPA firm specializing in tax planning for wealthy individuals. Prior to that he was a partner at Ernst and Young. He graduated from the University of Illinois and received a law degree from DePaul University. He is active in various charitable organizations and several corporate situations.

For more information, contact Lori Evans at 562/985-5489. To RSVP call 562/985-1662 or e-mail to nguevara@csulb.edu.