Learn + Connect: INSURANCE BENEFITS & TAX UPDATES
This is a live, in-person event. Space is limited, please register to attend with the link below.
Join us for an afternoon of learning and connection with your fellow NSDBC members, and others in the community as we discuss important insurance benefits and tax updates to support California business owners! To maximize your valuable time, these two presentations are offered back-to-back for an efficient mid-week educational opportunity.
Fred Berger, CLU, ChFC, MSFS, CEPA, of Agents Insurance Services of America, Inc., CA License #0B05081. Fred has been an independent broker for over 25 years, helping business owners protect their businesses, recruit and retain their best employees, and mentoring businesses for the SBA Score program. Fred shares his expert knowledge with you by providing impactful information about insurance benefits, and how these benefits can be utilized to retain employees. Topics include:
Employee Retention Strategies for Business Owners
- Seven Actions by managers to improve retention
- Review standard employee benefits
- Employees shared ownership
- Retaining key employees and key managers
- Examples of how the "OBBBA" can assist in retention
Jacki Munchus, CPA, Senior Tax Manager, of ATLAS CPAs & Advisors PC. Jacki has been a CPA for more than a decade. Her extensive experience goes beyond complex tax issues for individuals, to supporting small-to-medium sized businesses with high-level tax, accounting, and proactive strategy for growth. Jacki brings her years of tax experience to this valuable tax update presentation, giving insight to Trump's "One Big Beautiful Bill Act." Topics include:
Tax Updates for Individuals and Businesses
- Income Tax Rates
- Deductions
- "No tax on tips"
- "No tax on overtime"
- Car Loan Interest
- Deductions for Seniors
- Trump Accounts
- Bonus Depreciation
- Qualified Opportunity Zones
- Research & Development
Date and Time
Tuesday Mar 10, 2026
2:30 PM - 4:30 PM PDT
Location
North San Diego Business Chamber
10875 Rancho Bernardo Road, Suite 104
San Diego, CA 92127
(phone: 858-487-1767)
Fees/Admission
FREE !!!
*** CLICK HERE TO REGISTER ***
We will be available for Q & A following our presentations.
We look forward to sharing time with you, learning and connecting!
Please register to attend - Space is limited!
Printed courtesy of sdbusinesschamber.com/ – Contact the North San Diego Business Chamber for more information.
10875 Rancho Bernardo Road Suite 104, San Diego, CA 92127 – (858) 487-1767 – admin@sdbusinesschamber.com