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Clients Seminars
Family Office Law 2018 Marketing Events
Food and drinks will be served at 5 PM (wine and cheese) and 7 PM
(desserts, coffee, and liqueurs). Attendees can choose between identical presentations starting at 5:30 and 7:30.
5/17/18 Thu May 2018 Income Tax Planning Solutions for 2018
6/19/18 Tue June 2018 Capital Gains Tax Planning Solutions
7/19/18 Thu July 2018 - Asset Protection Solutions in California
8/23/18 Thu August 2018 Tax-Efficient Asset Management Solutions
9/20/18 Thu September 2018 Year-End Income Tax Planning
10/18/18 Thu October 2018 Year-End Income Tax Planning
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.