First American Trust’s David Yoo, Director of Tax and Financial Planning, and Beth Vasquez, Chief Fiduciary Officer and Legal Counsel, discuss topics related to tax planning, strategies, and what to prepare for in the following tax year.
Watch the recording below from our Executive Webinar Series to learn more about the following:
- Year-end tax planning ideas
- New Beneficial Ownership Information reporting requirements
- New California income tax rules for NV and DE Incomplete Gift Non-Grantor Trusts (NINGs/DINGs)
- Form 1099-K reporting requirements
- Employee Retention Credit (ERC) moratorium and voluntary withdrawal process
Recorded December 7th, 2023
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David Yoo
Senior Vice President, Director of Tax and Financial Planning
First American Trust
David brings over 24 years of tax experience servicing wealthy individuals and their closely-held businesses, with a strong emphasis in the taxation of estates and trusts. As Director of Tax and Financial Planning, he is responsible for overseeing the Tax Department and advising clients on their tax planning needs vis-à-vis income, estate, gift, and charitable matters.
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Beth Vasquez, J.D., LL.M
Senior Vice President, Chief Fiduciary Officer, Legal Counsel
First American Trust
Beth brings over 17 years of legal experience advising business owners on legal and tax matters and administering estates and complex trusts to her role as Chief Fiduciary Officer, Legal Counsel.
Currently, Beth specializes in assisting First American Trust clients manage closely held business asset interests, while providing continuing oversight of the business’ underlying assets.
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