PO Box 245, Walnut Creek, CA 94596
T: (925) 778-1165 | F: (925) 778-1163 | E: EPCDiabloValley@gmail.com
January 18, 2023
“Recent Development in Estate and Gift Tax at IRS"
Supervisory Attorney (Estate Tax)
Internal Revenue Service
*1 hour of CE Approved for CFPs, Attorneys and CPAs*
Special Thanks to this Month's Meeting Sponsor
Brian Rapela, MAI
Managing Partner, Joseph J. Blake and Associates, Inc.
Tel: 925.482.1370 Email: BRapela@JosephJBlake.com
Interested in Sponsoring an Upcoming Event CLICK HERE
4:25pm- Welcome &
4:45pm- Speaker Presentation
6:00pm - Meeting Close
Please note all reservations MUST be made no
later than 2pm the day of the monthly meeting.
Refunds will not be granted to cancellations that are received
after January 16th at 2pm.
All cancellation requests need
to be made in writing to EPCDiabloValley@gmail.com
JOIN EPCDV TODAY!
RENEW YOUR MEMBERSHIP TODAY
BECOME A SPONSOR/PARTNER
About Our Speaker:
Special Thanks to our Member Supporters
C. Joseph Doherty
Fiduciary Accounting Services, LLC
Kirsten Howe, Esq.
Absolute Trust Counsel
Kyle Johnston, Esq.
Bank of America Private Bank
Doyle Low LLP
Elizabeth Mintzer, CFP®
Rainer Wealth Management
Stacie Nelson, Esq.
Holland and Knight
Bert Payne, CPA, CGMA
Insurance Review Services
Soloway Fiduciaries, Inc.
Steve Way, CLU®, ChFC®
Estate Planning Council Diablo Valley | EPCDV.org