September 11, 2017 6:00pm to 8:30pm
"Planning Amid Pending Tax Reform: Review of Federal and California Estate Tax Proposals, and Strategies for Advising Clients"
Presented by: Mark T. Weaver, Esq.; Partner, Farella Braun + Martel LLP
October 16, 2017 6:00pm to 8:30pm
"On the Lookout for Undue Influence"
Presented by: Jeffrey Galvin, JD; Downey Brand LLP
November 13, 2017 6:00pm to 8:30pm
"RECOGNIZING & USING “FINANCIAL DISABILITY”: IRC SEC. 6511(h)"
Presented by: Lisa Powers, CPA; M.S., Law of Taxation; Powers Accountancy Corporation
No Meeting in December
January 11, 2018 6:00pm to 8:00pm
*Annual Joint Event Hosted by TVEPC
"Recent Developments in Estate and Gift Tax"
Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax); Internal Revenue Service
January 22, 2018 5:30pm to 7:30pm
Annual Networking Party
Join Us For Great Company, Refreshments and Hors D’ Oeuvres
Bring Business Cards For Networking & Many Fabulous Door Prizes Drawings at 6:00pm and 7:00pm
February 12, 2018 6:00pm to 8:30pm
"Estate Planning in Anticipation of Post Death Litigation"
Presented by: John A. Hartog, Esq.; Hartog, Baer & Hand, Inc.
March 12, 2018 6:00pm to 8:30pm
"International Considerations in Estate Planning"
Presented by: Yulissa Zulaica, JD, LLM, TEP and Deb L. Kinney, JD; Johnston, Kinney and Zulaica, LLP
April 25, 2018 6:00pm to 8:00pm
*Annual Joint Event Hosted by EPCDV
"Common U.S. International Tax Issues for Individuals"
Presented by: Jenny C. Lin, J.D., LL.M.; Lin Tax Law
May 7, 2018 6:00pm to 8:30pm
"Major Mistakes Made by Multi-Millionaire Millennials"
Presnted by: Justin Miller, J.D., LL.M., TEP, AEP®, CFP®; BNY Mellon