Posted on November 08, 2019

The Rice Partnership to Host Year-End Tax Planning Lunch & Learn on Nov. 21

The complimentary event will feature two tax experts from Glenn Burdette who will cover the Tax Cuts & Jobs Act (TCJA) and includes a 2020 Market Outlook from The Rice Partnership’s own Portfolio Manager, Tony Brizzolara.

Nov. 7, 2019 (San Luis Obispo, Calif.) – The Rice Partnership, in conjunction with Glenn Burdette, is hosting a Lunch & Learn Nov. 21, 2019 at Café Roma in San Luis Obispo. The complimentary luncheon will begin at noon and is open to individuals and business owners alike.

To attend, please RSVP here, or email [email protected].

Hosted by The Rice Partnership’s Ashley Wilken, the event will feature Glenn Burdette’s Senior Tax Managers, Chris Delaney, CPA, and Craig Filipponi, CPA who will provide background on and strategies for navigating the Tax Cuts & Jobs Act (TCJA), among other year-end tax planning issues.

The event will conclude with a 2020 Market Outlook from The Rice Partnership’s Portfolio Manager, Tony Brizzolara. Brizzolara will provide a forecast look on trade, interest rates, and the overall economic environment.

About The Rice Partnership

The Rice Partnership, LLC, is a national financial advisory firm headquartered in Honolulu, with branches in Maui and now, San Luis Obispo, California. The firm specializes in investment management and estate planning, as well as tax and strategic advisory services for individuals, families and charitable organizations.