Post-Election Tax Planning
DEC
04
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A Wealth Management Advisory Council Sponsored Event
The political landscape has shifted, and now it’s time to dive into how these changes will impact us as California and U.S. taxpayers! Will we see tax cuts for everyone, or is there more to debate? Join us for our final Wealth Management Excellence Summit of 2024 for an engaging session with industry experts George M. Burnette, Jr., JD, CFP, ATFA, TEP and Tara Unverzagt, CFP, MBA, CFT as they share their insights on navigating the tax waters for 2025 and beyond. We’ll explore potential tax law changes and their implications for three key scenarios:
- Corporate Executives with high compensation
- Business Owners on the brink of a liquidity event
- Soon-to-be Retirees facing substantial wealth and looming RMD tax cliffs
And to wrap it all up, we’ll have a rapid-fire AMA (Ask Me Anything) session where your burning questions can be answered! Don’t miss out on the final Wealth Management Excellence Summit—bring a friend or client and join us for this informative and lively discussion!
SPEAKERS
George M. Burnette, Jr., JD, CFP, ATFA, TEP | Mr. Burnette is the Vice President, Charitable & Philanthropic Strategist at First Citizens Bank. With over a decade of experience in the legal, financial services, and nonprofit industries, George brings knowledge, professionalism and understanding of the legal and financial landscape to client relationships. He is well known as a trusted and innovative advisor, helping his clients do more with their assets and resources as they work to shape their future. Here to help develop customized philanthropic strategies for both individuals and organizations, George is experienced in charitable giving strategies, nonprofit law, estate, and business and tax planning. Drawing on the experience of a skilled team of financial professionals, First Citizens partners with clients to manage assets to help meet their financial goals and keep an eye on financial trends and new products and services. A North Carolina native, George is a graduate of Campbell University’s Norman Adrian School of Law and the University of North Carolina at Chapel Hill, where he was awarded a degree in History, and a degree in Peace, War and Defense. George is a licensed attorney and a member of the North Carolina Bar. George lives in Raleigh with his wife, Catie, daughter Lillian, and his dog, Lola. When not working George enjoys spending time with his family, traveling, and playing and watching most competitive sports.
Tara Unverzagt, CFP, CFT | Tara Unveragt is the President & Senior Financial Planner, South Bay Financial Partners. Ms. Unverzagt is not just a financial planner; she’s a trailblazer in the world of finance! Growing up with a mom who broke ground as a financial planner in the 1970s—before it was even a recognized career—Tara was destined to challenging the field. With 30 years of experience in financial planning, investment advice, and tax strategy. Tara specializes in multigenerational financial planning, helping families navigate everything from raising kids to enjoying a fulfilling retirement. She’s passionate about generational wealth transfer, charitable giving, and empowering younger generations through financial coaching. With a Bachelor of Science in Computer Science from Purdue University and an MBA from Pepperdine University, She’s also a Certified Financial Planner (CFP) and holds a Certification in Financial Therapy (CFT) from the Financial Therapy Association. When she’s not busy helping clients achieve their financial dreams, Tara enjoys life as a proud mom of three financially savvy adult children. Together with her husband, she loves exploring the world. In her downtime, you might find her riding her bike, reading a good book, playing the flute, or piecing together a challenging puzzle.
Registration Registration is now CLOSED |
We accept the following:

If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Free Parking
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Yves-Marc Courtines, CFA, CFP, EA
Event Chair:
Amy Born, CFA, CFP
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |