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• 1/4/23 EPCDV Networking Event

  • When
    Wednesday, January 04, 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    2 registrants

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  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  January 4, 2023 4pm to 6pm Join EPCDV for a complimentary networking event on January 4th from 4pm to 6pm at Headlands Brewery in Lafayette, CA. There is no cost to attend, and members will be provided 1 complimentary drink ticket. BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER Special Thanks to our Member Supporters  Kirsten Howe, Esq.  Absolute Trust Counsel Heather Hamilton Fiduciary Accounting Services, LLC Michael Low Doyle Low LLP Kyle Johnston, Esq. Bank of America Private Bank Elizabeth Mintzer, CFP® Rainer Wealth Management Stacie Nelson, Esq. Holland and Knight Lisa Soloway Soloway Fiduciaries, Inc. Steve Way, CLU®, ChFC® Way Financial Bert Payne, CPA, CGMA Insurance Review Services Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 1/18/23 EPCDV General Meeting

  • When
    Wednesday, January 18, 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    ZOOM
  • Registered
    15 registrants

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  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" Presented by: Kyle Martin Supervisory Attorney (Estate Tax) Internal Revenue Service *1 hour of CE Approved* Interested in Sponsoring an Event CLICK HERE ZOOM WEBINAR January 18, 2023 4:00pm- Networking 4:25pm- Welcome & Announcements  4:45pm- Speaker Presentation 6:00pm - Meeting Close Member Cost: $20 Guest Cost: $30 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 Special Thanks to Our Member Supporters C. Joseph Doherty, Esq. Gagen McCoy Heather Hamilton Fiduciary Accounting Services, LLC Kirsten Howe, Esq.  Absolute Trust Counsel Kyle Johnston, Esq. Bank of America Private Bank Michael Low Doyle Low LLP Elizabeth Mintzer, CFP® Rainer Wealth Management Stacie Nelson, Esq. Holland and Knight Bert Payne, CPA, CGMA Insurance Review Services Lisa Soloway Soloway Fiduciaries, Inc. Tiffany Sutton-McFarland Compass Steve Way, CLU®, ChFC® Way Financial Presentation Summary: Kyle will discuss the recent developments in Estate and Gift Tax with topics including: Portability of the Deceased Spouses Unused Exemption Amount, Closing Letters, the use of electronic communications during audits, and the importance of obtaining a good appraisal About Our Speaker: Kyle is a Supervisory Estate Tax Attorney with the Internal Revenue Service in Oakland, California. He has been with the Service since 1989 and in his current position since March of 2006. Kyle is a graduate of the University of Kansas with a Bachelor of Arts degree in Psychology. In 1993, Kyle received his Doctor of Jurisprudence degree from San Francisco Law School. He has been a member of the California State Bar since December of 1993. As the Supervisory Attorney, Kyle manages: 5 Estate Tax Attorneys, 1 Paralegal Specialist and 1 Legal Assistant. Before obtaining his current position, Kyle was a field Estate Tax Attorney in San Francisco and Oakland from 1994-2006. Learning Objectives The Importance of obtaining a good appraisal for Estate and Gift Tax How to obtain a closing letter Inadequate Disclosure on Gift Tax Returns Estate Planning Council Diablo Valley | EPCDV.org

  
  

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