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Meeting Title:
Year End Update on Tax Issues for Trust and Estate Taxes 

Meeting Description:
When to file Form 56. Discussion of various Statute of Limitations. Retention of funds for possible audits. California filing requirements for out of State beneficiaries. When and whether to file decedent's personal final Forms 1040 and 540 returns. And more! There will be time at the end of the presentation for questions from in-person attendees.

Speaker Name:
Stephanie Peters, CPA

CEU/MCLE
Estate- 1.0/1.0

Meeting Date:
Thursday, December 7, 2023

Meeting Time:
12:00pm-1:00pm 

Type of Meeting:
In Person Chapter Meeting for Members and Non-Members (Everyone)

Location:
Community West Bank
122 East Betteravia Road
Santa Maria

Food:
Boxed Lunch
No Vegetarian Option Available

Meeting Price:
Members: $25
Non-Members: $35
Student: $15

Management Level of Difficulty:
Beginning to Intermediate

Thank You To Our Sponsors:
David R. Hall, First VP and Sr. Regional Banking Manager

For More Information Contact:

Brad Kuechler
[email protected]