The general council meets 6 times per year at Scott's Seafood in Jack London Square. This year the first three meetings September – November are scheduled on the later part of the month. February, March and May are held on the second Mondays. Networking events and joint meetings are held at other locations and times.

To register for a meeting or event, click here!

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