Panel of Professionals on the New Tax Plan

Dennis Beckwith, Office of Gift and Estate Planning

Stan Deal, CPA, Professor of Accounting; Davis & Deal CPA 

Mike Hardy, Senior VP, VIP Mortgage

Jim Martindale, Broker, Martindale Commercial RE

Kevin Kurimoto, CFP, Krellwitz, Kurimoto & Assoc.

Gary Boyer, Broker, Southland Properties RE; Mayor, Glendora

Jonathan Harrell, EP Attorney, Harrell Law

Randy Huston, Charitable Tax Strategist, EVP Yellowstone Trust

APU’s Financial Advisor Network presents a panel discussion with seasoned professionals from a variety of financial disciplines, each sharing about the impact of the tax plan implemented in 2018 from their unique perspective. There will be opportunity for interaction between the audience and panelists, and other financial advisors in attendence.