"Frequent Fiduciary Tax Failures, Flops and Fiascos"
Presented by:
John Prokey
Ramsbacher Prokey Leonard
-and-
Justin Miller
Evercore Wealth Management
This program will cover forms fiduciaries often fail to file. The speakers also will mention miscellaneous mistakes made due to misunderstandings, miscommunication, and misinformation. Lastly, the presenters will show why shady and shifty trust shelters should be shut down.
LOCATION
Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563
Check In, Networking & Cocktail Reception
*CASH ONLY BAR*
Meeting Close Feel Welcome to Stay and Network
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Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the meeting. Refunds will not be granted to cancellations that are received thereafter. All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com
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