**THIS MEETING HAS BEEN CANCELLED**

Meeting Title:
Serving Your Beneficiaries in a Tax-Efficient Way

Meeting Description:
It's tax time! As fiduciaries, we are responsible for filing tax returns for a variety of clients. Kyle Berg with Buckley Patchen, a CPA firm in Walnut Creek, will walk us through some important questions to consider as we decide on what type of tax return to file. Do you know what a complex trust is vs. a simple trust? Have you wondered whether to file a tax return as an estate versus a trust? With tax law changes, are you wondering what is tax deductible? Attend this important meeting on tax returns and find out the answers to these questions and many more.

Reminder:  We have a walk in premium of $10.00 for all those who do not pre-register and attend the meeting as a walk-in the day of the event.

Speaker Name:
Kyle Berg

Sponsor:
David P. Clarke, Managing Director
Clarke Investment Group, Wells Fargo Advisors

CEU
Trust: 1.0

Meeting Date:
Thursday March 12, 2020

Meeting Time:
11:30AM - 1:00PM

Venue Name and Address:
Orinda Community Center
28 Orinda Way Orinda, CA 94563

PFAC Members Only:
No

Meeting Price:
Members: $10
Non-Members: $20
Students (CSF or UCR Fiduciary Program): $5

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced

Will food be served at this event?:
Yes

Food and Menu Details:
A variety of lunch items with beverages. Vegan option will be available. 

Agenda

• 11:15AM – Doors Open
• 11:30AM – Registration and Lunch
• 11:50AM - Announcements
• 12:00PM – Kyle Berg, Speaker
• 1:00PM - Concluding remarks, meeting over

For More Information Contact:

Karen Fisher
[email protected]