Good Morning Valley Center meetings temporarily paused for 2025.
Monthly (except May & December) at the Valley Center Library.
29200 Cole Grade Road, Valley Center
8am – 9am – Check the event calendar for details.
MARCH 13, 2024
INTRO
The easiest way to make a dollar is to save a dollar, and the easiest way to save a dollar is by saving money on your taxes. Tax is the one expense that applies to every business and every individual, and is the largest expense you will pay in your life. Most people think, “taxes and death are the two certainties in life,” and “taxes are inevitable – just pay them and get on with your life.” If you’re one of these people, I guarantee you that you are spending too much on your taxes, and with some proper tax planning and/or expertise at your side, you will be surprised how much you can save.
BIO
Harisimran started as an accountant in 2003 and has held a CPA in three states: AZ, CA, and AR. Harisimran served as a tax manager for Ernst & Young (EY) in both Phoenix and India offices from 2009-2013, and before that, a Pacific-Southwest regional firm geared towards smaller businesses, high-net-worth individuals, and real estate. As a tax professional, she has served many high-profile businesses and individuals, including but not limited to Circle K, Petsmart, and Mobile Mini, to name a few.
During a tax professional hiatus from 2013-2022, Harisimran served as the primary financial executive for several successful startup companies, as well as the CFO for a large international CPG holding company. She understands the needs of running a business from the inside but also has the tax planning expertise to manage the tax aspects of the business. In her role as CFO, she saved the corporation close to $20 million in tax planning opportunities that were previously unrecognized by their outside CPA providers.
The decline in the supply of CPAs across the US from 2019 onward, as well as the industry’s professional aftermath of that decline, was what motivated her to split off from her corporate life and start her own CPA firm. In 2023 she formed Khalsa Group, currently serving clients in their tax and accounting matters across more than 20 states.
Presented by Harisimran Khalsa
No charge – open to the public
Everyone is welcome.
Snacks & Beverages provided.