SOLD OUT! Tax Issues for Job Seekers & Indep. Consultants



  • Find out how to maximize next year's tax return and how to set yourself up to make your money last.

    This program is sold-out.



    Thomas Bondi (bio), Principal, Berger/Lewis Accountancy 

    If you're looking for a job, you might be surprised by how many things you can "write-off" on your tax return. And on the flip side, if you're doing some consulting on the side, you may be surprised by how much your tax bill will be at the end of the year.

    Come find out how to maximize next year's tax return and how to set yourself up to make your money last. Tom Bondi, a CPA and tax expert, will show you what you need to know about existing and new tax laws as they relate to you. In this interactive brown bag session, you will learn:

    • Expenses that are tax-deductible to job seekers;
    • Pricing your services as a contractor so you can live off it - AFTER taxes;
    • Timing of cashing out of stocks and stock options;
    • What is needed for setting up your "accounting records" for your "consulting business";
    • Why you must file returns separately for your business, and in what form;
    • Also, retirement planning issues.

    Please bring questions for your situation to ask, they may be the same for others!

    This is a members only event. If you'd like to learn more about membership or would like to join, please visit our membership page.

    Speaker Bio


    Thomas Bondi, Principal, Berger/Lewis Accountancy

    Tom Bondi, Principal at Berger/Lewis, is the Director of the firm's Emerging Business Services Group and a Tax Partner in the firm. He and his team work with early stage technology companies and other Software and Internet startups, providing full service consulting and advisory services. Tom is active in his roles as Advisory Board member of client companies and takes a lead role in the positioning of companies from seed funding through merger, acquisition, or the Initial Public Offering process.

    Tom was cofounder and Chief Financial Officer of a software development company from start up to its acquisition. In addition, Tom worked with a major Silicon Valley semiconductor manufacturer in product management prior to entering Public Accounting. He has also served as a Board Member of many of the Valley's nonprofit organizations and political committees over the years.

    Prior to creating the Emerging Business Services Group, Tom worked extensively in success planning for closely held businesses, stock option planning, and estate and trust planning.

    Event Logistics



    12:00pm-2:00pm Brown Bag Session



    SDForum Center

    111 W. Saint John, Suite 200

    San Jose, CA 95113


    Cost (Refreshments included; NOT lunch, please bring your own!)

    $10 SDForum Members Only

    Pre-registration unavailable and there is no waiting list. We will allow people in if spaces are remaining at 12:15pm, first come, first served.