2018 Spring SMCDS Mouthpiece Newsletter

smcds17

➣President’s Message on the benefits of: active SMCDS member participation, volunteer/social events, and engaging/exciting upcoming activities ➣Ettatorials on SMCDS' Governance Structure Update ➣Member Benefits –SMCDS Member Forum & Relationship Building: Community Dental Screenings & Sealant Program, Health Plan of San Mateo Dental Integration Pilot Program, & Geriatric Dentistry Mini-Residencey Program Proposal ➣Acknowledgements –2017 Awards: President's - Katrina Lo & Desiree Liu, Distinguished Service - Al Landucci, Michael Aicardi, & James Aicardi ➣New Dentists –New Dentists Bingo at the Bistro ➣Risk Management –Disability Insurance Awareness Month: Protect your financial future ➣Legislative Grassroots –Take Action: Urge Assembly Member Kevin Mullin to Vote NO on AB 3087 ➣Practice Management –Staffing Update: Front Office Internship ➣Program Evaluation –January-March ➣Events Calendar –update thru November 2018

2018 TAX UPDATE

17

Patient Referrals!

Leadership Development!

Community Connection!

Networking Events!

And More!

Are you making the most of

your membership?

Lawrence K.Y. Pon, CPA/PFS, CFP®, EA, USTCP,

Back by popular demand! Lawrence Pon, CPA will

discuss the effect of the 2018 Tax Update on tax filers of

all types. Lawrence's 2017 event was very well a ended

and based on the high a endance of our March

luncheon on this subject, the Tax Update is clearly a very hot topic!

Event Agenda 1. What Happened: Overview of the reasoning behind

the 2018 Tax Update 2. What does this mean for me? A. Individuals

♦ Tax rate changes ♦ Standard Deduc on changes ♦ Effect on AMT

filers B. Business Owners ♦ 199A Exemp on ♦ Entertainment

deduc on 3. Specific Areas of interest A. Charitable Planning B.

Rental Real Estate C. ROTH IRA changes D. 529 Plan Changes E.

Estate Tax changes

Thursday, May 24, 2018 ▪ 6:30 pm - 8:30 pm

Viognier ▪ The Restaurant at Draeger's ▪ San Mateo

Complimentary Lunch & Parking

Co-Hosted by SMCDS & Tom O'Brien

SGC Financial & Insurance Services

RSVP: jayvee.santos@sgc-financial.com

18 | San Mateo County Dental Society | smcds.com

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