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Orange County Chapter Meeting
Thursday, March 28, 2024, 7:30 AM - 9:30 PM PDT
Category: Chapter Meetings

REGISTER HERE

 

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]