REGISTER HERE

DATE, TIME & LOCATION:

Date of Meeting:
Thursday, June 20, 2024

Time of Meeting:
11:30am-1:00pm

Location of Meeting:
Weintraub Tobin
400 Capitol Mall 11th floor Sacramento, CA 95814

Instructions For Entry To Weintraub Tobin Law Firm - Wells Fargo Building

• You can enter and leave our parking garage from either 4th or 5th Street. (Note: occasionally events will prevent entry or exit from 4th or 5th Street but signs are usually well posted. One side will always be open.)
• When you arrive at Weintraub Tobin if you are taking the elevator from the parking garage, select “G” for Ground floor. When you get to the Ground floor, check in with security in the main lobby area of the building.
• Security will clear your name as a guest, and scan their card at the elevator for entrance to the 11th floor. (Weintraub Tobin is a locked floor and requires a key card for access.)
• If you have any issues once you arrive, please contact our main telephone number at (916) 558-6000 and speak to the receptionist or ask for Mary deLeo’s assistant, M’Lisa Cunningham.

TOPIC & DESCRIPTION:

Meeting Title:
Fiduciaries Beware: What you don't see in tax can hurt you

Description of the meeting:
*Tax compliance issues with deceased individuals*Ethical rules to know about*Cryptocurrency

MEETING TYPE:

How meeting be presented:
In Person Chapter Meeting

THANK YOU TO OUR SPONSOR:
Merrill Lynch Special Teams

FOOD INFORMATION:

Type of Food To Be Served:
No Set Menu - Regular Menu
Vegetarian Option Available

MEETING PRICE & ACCREDITATION:

Meeting Open To:
Members and Non-Members

Member Pricing:
$25

Non-Member Pricing:
$35

Student Pricing:
$15

CEU/MCLE:
1.0 - Estate

Level of Difficulty:
Beginning to Intermediate

SPEAKER INFORMATION:

Speaker Name(s):
Steven L Walker, Tax Attorney
Philip Wolf, Tax Attorney

FOR MORE INFORMATION CONTACT:
Brad Kuechler, M.A.
PFAC Education Manager
[email protected]