Broker Check
06 June
Free Lunch & Learn Series | June 6 | Auditors at the Gate

Description

FREE Lunch & Learn Series: Auditors at the Gate | Integrity Wealth Management

Come join us for a delicious lunch and an informative session at Antonello Ristorante! This Lunch & Learn Series presentation can provide 1hr CPE credit for CPAs.

RSVP for this Lunch & Learn Event Today!

Call 949-955-1188 or email events@integrityiwm.com


Auditors at the Gate! | Thursday, June 6th

8 Potential Tax Traps to Discuss with Business Owners

No business owner wants to hear from an IRS auditor. You can help to minimize the chances of this taking place by guiding your clients through some often-overlooked tax traps.Our Lunch & Learn Series presentation will address potential tax traps to discuss with business owners:

  • Buy/sell tax traps
  • Deferred compensation tax traps
  • Life insurance tax traps
  • An annuity tax trap
  • A payroll related tax trap

Meet Monica

Monica Rhee is an Assistant Vice President for Pacific Life’s Advanced Designs Unit, a highly recognized team of advanced market experts in the life insurance industry. She conducts research and composes marketing materials and specimen agreements on advanced planning strategies.Monica joined Pacific Life’s Advanced Designs Unit in 2008. Prior to that, she was in the financial industry working for Pacific Investment Management Company, State Street, and Wells Fargo. She has also focused her practice on intellectual property, patent law, and maritime litigation.Monica graduated with honors from the University of California at Irvine with degrees in Biology (Applied Ecology) and Environmental Analysis and Design.

Monica earned her Juris Doctorate degree (J.D.) from Loyola Law School, and her Master of Laws (LL.M.) degree in taxation from Chapman University Law school. While at Loyola, she received several awards and volunteered as a public counsel advocate and IRS-certified volunteer. Monica is a member of the State Bar of California, United States District Court (Central District of California), American Bar Association, and the Orange County Bar Association.Outside of work, Monica enjoys spending time with her husband, Eugene, and daughters, Olivia and Kate. She is also a volunteer for the Constitutional Rights Foundation of Orange County.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.Pacific Life's Home Office is located in Newport Beach, CA.

Don't miss out on this valuable experience - RSVP now to secure your spot!

Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel: 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Integrity Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.

Date and Time

Thu, Jun 06, 2024

11:30a - 1:00p PST

Location

Antonello Ristorante

PT1H30M

Event Registration