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San Mateo Fiduciary Only Meeting
Friday, June 21, 2024, 11:30 AM - 1:30 PM PDT
Category: Chapter Meetings

REGISTER HERE

 

DATE, TIME & LOCATION:

Date of Meeting:
Friday, June 21, 2024

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

Location of Meeting:
Hobee's Restaurant
1101 Shoreway Rd, Belmont, CA 94002

 

TOPIC & DESCRIPTION:

Meeting Title:
Appraisals and Valuations: How to Value Assets For Use in Tax, Gifting, Litigation and Selling a Fiduciary Practice

Description of the meeting:

How do different types of assets such as real property and businesses get appraised and assigned valuations? What are different types of methodologies such as cost vs. income approaches? Learn more about these questions -- including how a fiduciary practice can be appraised -- from Todd Wohl, Senior Partner of International, and Jacquelyn Quinn, of Quinn Fiduciary Services.

San Mateo now requires non-refundable online payment in advance:
NOTE: San Mateo Chapter meetings now require non-refundable online payment in advance (not at door).This meeting is for fiduciaries and fiduciary students only (no affiliates). Please register by Noon on Thursday, June 20, as we cannot guarantee room for walk-ins (meeting limited to 30 attendees). Our agenda is as follows: 11:30am-11:50am, registration, networking and placement of lunch orders; 11:50-12pm, sponsor remarks and introductions; 12pm -1pm, speaker presentation; 1-1:30pm, San Mateo chapter business. Be sure to arrive by 11:50 so that we can promptly begin on time.

 

MEETING TYPE:

How meeting be presented:
In Person Fiduciary Only Chapter Meeting

Registration Close Date:

Please register by Noon on Thursday, June 20, as we cannot guarantee room for walk-ins (meeting limited to 30 attendees). 

Seating Limited to:
30

 

FOOD INFORMATION:

Type of Food To Be Served:
Set Menu
Vegetarian Option Available

 

MEETING PRICE & ACCREDITATION:

Meeting Open To:
Fiduciaries Only

Member Pricing:
$25

Student Pricing:
$25

CEU:
1.0 (.5 in Estate and .5 in Practice Management)

Level of Difficulty:
Beginning to Intermediate

SPEAKER INFORMATION:

Speaker Name(s):
Todd Wohl
Jacquelyn Quinn

 

SPONSOR INFORMATION:

Thank you to our sponsor:
Andrew Guglielmi of SC Properties

 

 

 

 

 

 

 

 

 

 

 

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