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San Mateo Chapter Meeting
Friday, April 19, 2024, 11:30 AM - 1:30 PM PDT
Category: Chapter Meetings

REGISTER HERE

 

DATE, TIME & LOCATION:

Date of Meeting:
Friday, April 19, 2024

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

Location of Meeting:
Hobee's Restaurant
1101 Shoreway Rd, Belmont, CA 94002

 

TOPIC & DESCRIPTION:

Meeting Title:
Fiduciaries Beware: What You Don't See In Tax Can Hurt You

Description of the meeting:
Just when you think Tax Day is behind us, join the PFAC San Mateo Chapter's April meeting with tax attorney experts Steven L. Walker, Esq. and Philip Wolf, Esq. of the Law Offices of Steven L. Wolf. They will discuss many of the "watch outs" that fiduciaries must pay attention to when it comes to topics such as tax compliance issues with deceased individuals, ethical rules to know about and cryptocurrency.

 

MEETING TYPE:

How meeting be presented:
In Person Chapter Meeting

Registration Close Date:

Please register by Noon on Thursday, April 18, as we cannot guarantee room for walk-ins (meeting limited to 30 attendees). Our agenda is as follows: 11:30am-11:50am, registration, networking and placement of lunch orders; 11:50-12pm, sponsor remarks and introductions; 12pm - 1pm, speaker presentation; 1-1:30pm, San Mateo chapter business (fiduciaries and aspiring fiduciaries only). Don't forget to bring your check payable to PFAC (we do not take credit cards) and be sure to arrive by 11:50 so that we can promptly begin on time.

Seating Limited to:
30

 

FOOD INFORMATION:

Type of Food To Be Served:
Set Menu
Vegetarian Option Available

 

MEETING PRICE & ACCREDITATION:

Meeting Open To:
Members and Non-Members

Member Pricing:
$25

Non-Member Pricing:
$35

Student Pricing:
$25

CEU/MCLE:
1.0/1.0

Category:
Estate

Level of Difficulty:
Beginning to Intermediate

SPEAKER INFORMATION:

Speaker Name(s):
Steven L. Walker, Esq. and Philip Wolf, Esq.

 

SPONSOR INFORMATION:

Thank you to our sponsor:
Joe Polyak of Home By Rise

 

  

FOR MORE INFORMATION CONTACT:
Brad Kuechler, M.A.
PFAC Education Manager
[email protected]