Meeting Title:
A Practical Guide to Form 706 for Fiduciaries

Meeting Description:
Learn what is a 706, Who must file, What is included, What is deductible, What is portability. How to get a closing letter and what are the best resources.

Speaker Name:
Angel Nevis

Venue Name:
Maggiano's

Venue Location:
3055 Olin Ave., Santana Row, San Jose, California, 95128-2068

CEU:
Estate: 1.5

Meeting Date:
Wednesday January 25, 2023

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

Food:
Yes

Menu:
Buffet Style - Serve Yourself

PFAC Members Only:
No

Meeting Price:
Members: $35
Non-Members: $45

Management Level of Difficulty:
Beginning to Intermediate

For More Information Contact:
Brad Kuechler
[email protected]