REGISTER HERE

Meeting Title:
How to Navigate a Tax Return

Meeting Description:
What can we learn from an Individual's Income tax return, how we can extract information to assist us with our fiduciary responsibilities, and 1040/1041/706 filing requirements.

Registration Closes:
Sunday, July 7, 2024 - Please register by Midnight

Speakers Name:
Presented by: IDA Tax

Thank you to our sponsors:
Donovan Filip of Merrill Lynch Special Team

Valerie Medina of Trust Properties, USA

Both CEU & MCLE:
1.0/1.0 - Estate (Pending Approval)

Meeting Date:
Wednesday, July 10, 2024

Meeting Time:
11:30am-11:45am - Networking
11:45am-Noon - Announcements
Noon-1pm - Presentation (in person and by Webinar) - Note: webinar registrants we will let you on a few minutes before 12pm)

Meeting Format: (In-Person and Livestream)
Those living in San Diego County must attend in-Person
Those living outside San Diego can attend via Webinar Livestream

Venue Name and Address:
Handlery Hotel
950 Hotel Circle N
San Diego, CA 92108

Who Can Attend?
Members and Non-Memvers (Everyone)

Meeting Price:
San Diego In Person Members/Students: $40
San Diego In Person Non-Members: $55
Outside San Diego Webinar Members/Students: $30
Outside San Diego Webinar Non-Members: $45

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes 

Food and Menu Details:
Set Menu
Vegetarian option Available

For More Information Contact:
Brad Kuechler
[email protected]