CAREA Year-End Tax Planning Luncheon with Jung-Mei (Rosemary) Wang, CPA

About this event

With year-end approaching, now is the time to make smart moves for your 2026 taxes and beyond. Join CAREA for a lunch and presentation by veteran Bay Area CPA Jung-Mei (Rosemary) Wang. She’ll share practical strategies for individuals, business owners, and real estate professionals to reduce their tax burden and plan for the future. Bring your questions for the Q&A session.

About the Speaker

Jung-Mei (Rosemary) Wang, CPA, has served the Bay Area’s tax and accounting needs for nearly 30 years. She is registered with the Public Company Accounting Oversight Board (PCAOB) and is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs (CalCPA).

Rosemary has deep expertise in both accounting and tax law, and a strong record of helping individuals and corporations achieve significant tax savings. She is qualified to perform audits for a range of entities, including 401(k) plans, financial statements, and non-carrying broker-dealers. She has guided many Bay Area philanthropists in establishing 501(c)(3) organizations and private foundations, and she is highly experienced in estate tax planning and trust income tax filings. Rosemary speaks often at professional events and is widely recognized for her contributions to the field.

$40 CAREA Members | $60 Non-Members (lunch included)

Space is limited. Please RSVP

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