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Lunch & Learn: Tax Planning in a Biden Administration: Pandelis and PJ Chryssostomides C05, Thu 2/25, 12 noon PST

$10.00

Members: $0, Non-members $10

Description

Please join us for a Lunch & Learn focused on Tax Planning under the new Biden administration.

  • What considerations should one have for real estate holdings?
  • Will there be impacts to long term capital gains?
  • What are the proposed changes in inheritance tax?
  • Should I consider donor-advised funds to offset taxable income?
  • What are the considerations for changing residency to a state like Nevada, Texas, Arizona, Wyoming, Idaho, or Montana?

Pandelis ChryssostomidesPJ Chryssostomides, C05

Pandelis and PJ Chryssostomides C’05, have an established tax and wealth management practice in Southern California.

PJ is the director of development for Chryssostomides Financial Services. He works with high-net worth clients to minimize their net tax liability and plan for multi-generational wealth transfer. PJ lived for 4 years in Zambia with his wife Rachel prior to returning to San Diego to start their family. PJ received a BA in Political Science from the University of Pennsylvania with a minor in Economics, where he also competed as a Varsity Oarsman on the Men’s Heavy Weight Rowing Team. PJ attended the Culinary Institute of America in Hyde Park New York, and received his Master’s of Management in Hospitality from Cornell.

Pandelis is the President of Chryssostomides Financial Services. A life-long learner, Pandelis has over 45 years of experience in complex tax and audit work. His focus is advanced tax planning and representation of clients before the IRS. Pandelis is an avid tennis fan, and was instrumental in bringing AYSO soccer to the high desert of Southern California. Pandelis holds a Masters in Taxation from Golden Gate University, a Masters of Financial Services from the American College and a Bachelor of Science in Accounting.

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Event Details

Pandelis and PJ Chryssostomides C’05, have an established tax and wealth management practice in Southern California.

PJ is the director of development for Chryssostomides Financial Services. He works with high-net worth clients to minimize their net tax liability and plan for multi-generational wealth transfer. PJ lived for 4 years in Zambia with his wife Rachel prior to returning to San Diego to start their family. PJ received a BA in Political Science from the University of Pennsylvania with a minor in Economics, where he also competed as a Varsity Oarsman on the Men’s Heavy Weight Rowing Team. PJ attended the Culinary Institute of America in Hyde Park New York, and received his Master’s of Management in Hospitality from Cornell.

Pandelis is the President of Chryssostomides Financial Services. A life-long learner, Pandelis has over 45 years of experience in complex tax and audit work. His focus is advanced tax planning and representation of clients before the IRS. Pandelis is an avid tennis fan, and was instrumental in bringing AYSO soccer to the high desert of Southern California. Pandelis holds a Masters in Taxation from Golden Gate University, a Masters of Financial Services from the American College and a Bachelor of Science in Accounting.

Moderated by Meesh Pierce, W'93, WG'98.

meesh pierce

Date: 02/25/2021

Start time: 12:00 p.m. PDT

End time: 01:15 p.m. PDT

Venue: Online event

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