Orange County Chapter Meeting
Thursday, March 28, 2024, 7:30 AM - 9:30 PM PDT
Category: Chapter Meetings
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Meeting Title: Record Retention for Fiduciaries-An Overview
Description of the meeting: The Basics of Tax Reporting- Statutes of Limitation: Tax, Contact, Fiduciary Liability-“Reliable” Records-The Dangers of Destroying records too soon
Speaker Name: Attorney Amy Haupert
CEU 1.0 - Practice Management MCLE 1.0 - Practice Management
Meeting Date: Thursday, March 28, 2024
Venue Address: Prudent Investors 22996 El Toro , #102 Lake Forest, CA
Meeting Time: 7:30AM - 9:30AM
Who Can Attend: Members and Non-members
Meeting Price: Members: $25 Non-Members: $35 Student: $25
Management Level of Difficulty: Beginning to Intermediate Intermediate to Advanced Attorneys
Food: Yes
Food and Menu Details: Buffet Style - Serve Yourself Vegetarian Option Available
Thank You To Our Sponsor: Laurie Shallop of Citizens Business Bank
For More Information Contact: Brad Kuechler, Education Manager [email protected]
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