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East Bay In Person Chapter Meeting
Thursday, October 03, 2024, 11:45 AM - 1:00 PM PDT
Category: Chapter Meetings

REGISTER HERE

 

PLEASE NOTE: REGISTRATION WILL BE CLOSED OCTOBER 1ST AT MIDNIGHT

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

Meeting Description:
As a fiduciary you have the privilege of helping people through one of the most difficult periods of their lives and of protecting the estates of those who have passed way. Your help involves getting peoples affairs in order including dealing with taxing authorities. We will talk about, tax compliance issues with deceased individuals, ethical rules to know about, issues with donating property and Cryptocurrency.

Speakers:
Phillip Wolf, Esq. and Steven L. Walker, Esq. (Law offices of Steven L. Walker, A professional Law Corp)

Sponsors:


 

 

 

 

 

 

 

 

CEU:
Estate - 1.0

Meeting Date:
Thursday, October 3, 2024

Meeting Time:
11:45am-1:00pm

Meeting Address:
Piedmont Community Hall
711 Highland Av.
Piedmont, CA 94611

Who Can Attend?
Members and Non-members (everyone)

Meeting Price:
Members $25
Non-Members: $40
Student: $20

Food:
Boxed lunch
Vegetarian Option Available

Management Level of Difficulty:
Beginning to Intermediate

 

For More Information Contact:
Brad Kuechler
[email protected]