CABBinar - Tax & Wealth Planning for Business Owners

This presentation will cover Capital Gain and Estate Planning Strategies, the Retirement Green Zone, and Tax and Estate Changes in 2025 and Beyond! These topics have been highly requested and you are sure to learn a new trick or two to help you and your business thrive when wealth planning for the future. This month's CABBinar will be presented by Anthony Lugo, Wealth Advisor and David Oh, Trust and Estate Director, from Mercer Advisors.

Wednesday, May 28th, 2025
12:00 pm to 1:00 pm

This webinar is FREE to all!

Anthony Lugo-Garcia
Wealth Advisor at Mercer Advisors

Anthony began his career in financial services in 2014. Prior to joining Mercer Advisors in 2024, he held advisor positions at large independent RIAs in the Bay Area, working with tech professionals, executives, and business owners. He is a both a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Exit Planning Advisor. Anthony has a passion for helping families make good financial decisions and managing the complexity of their wealth. He gives back to low income and immigrant families with pro bono advising each month through the nonprofit Advisers Give Back. Outside of work he enjoys tinkering on vintage cars and motorcycles, film photography, and traveling with his family.

David Oh, 
Trust and Estate Director at Mercer Advisors

David leads the wealth strategy team at Mercer Advisors, which provides tax, trusts, and estate guidance to high-net-worth and ultra-high-net-worth families. He advises clients on preserving multigenerational family wealth and charitable strategies. Before joining Mercer Advisors in 2024, David held key roles at Franklin Templeton, Charles Schwab, and PwC, offering tax, estate, and wealth planning solutions to founders, executives, and family offices. David earned his Master of Laws in Taxation at Boston University, J.D. from University of the Pacific, and B.A. at UC Berkeley. He is a certified specialist in both taxation law and estate planning by the State Bar of California. David sits on the board of UCLA’s legal education program and chairs the estate and gift tax committee of the California Lawyer’s Association.