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East Bay Chapter Meeting - Tax Compliance for Fiduciaries: Overview and Planning Strategies
East Bay - San Leandro Library
300 Estudillo Ave
San Leandro, California 94577
United States
Thursday, January 10, 2019, 11:45 AM - 1:00 PM PDT
Category: Chapter Meetings

Title:
Tax Compliance for Fiduciaries: Overview and Planning Strategies

Meeting Description:
What fiduciaries need to know about our role in meeting clients' tax obligations.

Speaker:
Susan Jordan, Mowat, Mackie & Anderson

CEU:
Estate: 0.5
Trusts: 0.5

Sponsor:
Andrew de Vries, MBA - Probate, Estate & Trust Real Estate Broker


 Click Here to Register


Pricing:
Members: $10
Non-Member: $20

Food will be served:
Catered box lunches

Management Level of Difficulty:
Intermediate to Advanced


Agenda

11:30    Lunch available; attendees arrive and register
12:00    President's announcements
12:05    Presentation commences
12:55    Presentation Q&A commences
1:00      Presentation concludes: Experienced PFAC members available for general Q&A and / or 1:1 consults
1:30      Room rental ends


Contact: Noel Parker - [email protected] - 5102603520