California Forum Meeting
Wednesday, February 6, 2019
8:30 AM to 3:00 PM
Wednesday, February 6, 2019
AT A GLANCE
Join fellow WealthCounsel California Members for a dynamic day of education! These nationally know speakers will discuss the dramatic impact that the Tax Act has had on estate planning and the new opportunities that the Act creates for your practice.
Join fellow WealthCounsel California Members for a dynamic day of education! These nationally know speakers will discuss the dramatic impact that the Tax Act has had on estate planning and the new opportunities that the Act creates for your practice.
- Exploiting the 2017 Tax Act: Creative New Federal and State Income Tax Savings Opportunities by Robert S. Keebler, CPA, MST, AEP (Distinguished) and Steven J. Oshins, JD, AEP (Distinguished)
- Elder Law Updates by Fay Blix, Esq.
- Practice Development Tips by Philip J. Kavesh, JD, LLM (Tax), ChFC®, CFP®
- International Law by Michael Rosen-Prinz, Esq.
4 hours of CA MCLE (Legal Specialization in Estate Planning)
LOCATION
The Pacific Club
4110 MacArthur Blvd
Newport Beach, California 92660
The Pacific Club
4110 MacArthur Blvd
Newport Beach, California 92660
TUITION
Early bird price before December 31, 2018 is $65.
Tuition after December 31, 2018 is $85.
Tuition after December 31, 2018 is $85.
