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Postponed: Year End Financial Checkup



  • This session will provide you with tips and advice on how you can prepare for your year end financials, whether you're a business or an individual.

    This event has been postponed. Please continue to check the calendar for upcoming Career Series Seminars.


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

    It's been a rough year, and it's finally coming to an end. What should you know before you close the book on 2002?

    End of year financials can be harrowing, but make sure you're fiscally prepared to ring out the old and ring in the new. Learn how you can maximize your gain and minimize your liabilities as we leave 2002. This session with Tom Bondi will provide you with tips and advice on how you can prepare for your year end financials, whether you're a business or an individual.

    Tom will provide you with planning ideas on what you should do for year end tax planning, retirement planning (Roth IRA or not?), when and if you should exercise stock options, and alternatives to financing your business.

    This session may also cover accounting documentation and records for yourself and your business, and more. Feel free to bring your financial questions as there will be discussion.

    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.


    11:45am-12:00pm Registration
    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
    $20 Non-Members