Estate Planning Council of Diablo Valley upcoming events

10/7/26 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm (Wednesday, October 07, 2026)

Wed, 07 Oct 2026 23:00:00 GMT

T: (925) 778-1165 | www.epcdv.org | E: EPCDiabloValley@gmail.com

Complimentary Networking Event

@ Headlands Brewery

Wednesday, October 7, 2026

4pm to 6pm

Join EPCDV for a complimentary networking event at

Headlands Brewery in Lafayette, CA.

*There is no cost to attend.

Members will be provided 1 complimentary drink ticket.*

BECOME AN EPCDV MEMBER TODAY

RENEW YOUR MEMBERSHIP TODAY

BECOME A SPONSOR/PARTNER

CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS

Estate Planning Council Diablo Valley | EPCDV.org

10/21/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm (Wednesday, October 21, 2026)

Thu, 22 Oct 2026 01:00:00 GMT

"California Legislative Updates"

presented by:

Rebecca Bauer-Kahan

Assemblymember, District 16

ABOUT OUR SPEAKER:

Assemblymember Rebecca Bauer-Kahan has represented California’s 16th Assembly District since 2018, covering communities across the East Bay, including Orinda, Walnut Creek, Livermore, and Pleasanton.

Rebecca built her career as an environmental attorney, leading corporate compliance investigations and pro bono programs focused on civil rights, immigration, and domestic violence. She also taught appellate law at Santa Clara and Golden Gate Universities.

In the Assembly, she founded the Select Committee on Reproductive Health and has championed legislation on environmental protection, reproductive rights, mental health, and civil liberties. She now chairs the Committee on Privacy and Consumer Protection, guiding California’s approach to AI regulation.

A graduate of the University of Pennsylvania and Georgetown University Law Center, Rebecca lives in Orinda with her husband, Darren, and their three children.

PROGRAM SUMMARY

Rebecca will provide an update on the key issues and legislation currently being discussed in Sacramento and explore how potential changes could affect individuals, businesses, and the broader Bay Area community. The discussion will highlight emerging developments, what they could mean for taxpayers and business owners, and the practical considerations to keep in mind as the legislative landscape continues to evolve.

Participants will gain a better understanding of:

Personal and Business Taxes
How pending and proposed legislation could affect personal income taxes, business taxes, deductions, credits, and other tax considerations for individuals and businesses.
Impact on Bay Area Businesses and Residents
How proposed changes at the state level may have particular implications for Bay Area employers, business owners, investors, and residents.
What to Watch in Sacramento
Key legislative and policy developments to monitor, including proposals that could have significant financial or operational consequences.
Potential Planning Considerations
What individuals and businesses may want to consider as legislation develops, including potential implications for tax planning, business decisions, and financial strategies.
Looking Ahead
Important dates, legislative milestones, and next steps that may help participants understand when proposed changes could take effect and what to watch for as the year progresses.

A Special Thanks to Our Event Sponsor

Anne Shim, AEP® , CFP® , EA, CTC

Transformative Wealth Management

510.524.5500

ashim@masonlifeplanning.com

LOCATION

Orinda Country Club

315 Camino Sobrante, Orinda, CA 94563

6:00 PM	Check In, Networking & Cocktail Reception *CASH ONLY BAR*
6:30 PM	Sit Down Plated Dinner
6:45 PM	Welcome & Announcements
7:00 PM	Speaker Presentation
8:00 PM	Meeting Close *Feel Welcome to Stay and Network*

_______________

Member Registration (through 10/19)	$95 / ($105 after 10/19)
Guest Registration (through 10/19)	$115 / ($125 after 10/19)

_______________

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

JOIN EPCDV TODAY!

RENEW YOUR MEMBERSHIP NOW

BECOME A SPONSOR/PARTNER

11/4/26 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm (Wednesday, November 04, 2026)

Thu, 05 Nov 2026 00:00:00 GMT

T: (925) 778-1165 | www.epcdv.org | E: EPCDiabloValley@gmail.com

Complimentary Networking Event

@ Headlands Brewery

Wednesday, November 4, 2026

4pm to 6pm

Join EPCDV for a complimentary networking event at

Headlands Brewery in Lafayette, CA.

*There is no cost to attend.

Members will be provided 1 complimentary drink ticket.*

A Special Thanks to our Event Sponsor

Tiffany Sutton

REALTOR® | DRE# 02048623

tiffany@therealtortiff.com

(925) 854-8079

BECOME AN EPCDV MEMBER TODAY

RENEW YOUR MEMBERSHIP TODAY

BECOME A SPONSOR/PARTNER

CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS

Estate Planning Council Diablo Valley | EPCDV.org

12/2/26 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm (Wednesday, December 02, 2026)

Thu, 03 Dec 2026 00:00:00 GMT

T: (925) 778-1165 | www.epcdv.org | E: EPCDiabloValley@gmail.com

Complimentary Networking Event

@ Headlands Brewery

Wednesday, December 2, 2026

4pm to 6pm

Join EPCDV for a complimentary networking event at

Headlands Brewery in Lafayette, CA.

*There is no cost to attend.

Members will be provided 1 complimentary drink ticket.*

BECOME AN EPCDV MEMBER TODAY

RENEW YOUR MEMBERSHIP TODAY

BECOME A SPONSOR/PARTNER

CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS

Estate Planning Council Diablo Valley | EPCDV.org

1/20/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm (Wednesday, January 20, 2027)

Thu, 21 Jan 2027 02:00:00 GMT

A Special Thanks to Our Event Sponsor

Lisa Zaragoza

Heisler Zaragoza

925.386.6885

lisa@hzllp.com

LOCATION

Orinda Country Club

315 Camino Sobrante, Orinda, CA 94563

6:00 PM	Check In, Networking & Cocktail Reception *CASH ONLY BAR*
6:30 PM	Sit Down Plated Dinner
6:45 PM	Welcome & Announcements
7:00 PM	Speaker Presentation
8:00 PM	Meeting Close *Feel Welcome to Stay and Network*

_______________

Member Registration (through 1/18)	$95 / ($105 after 1/18)
Guest Registration (through 1/18)	$115 / ($125 after 1/18)

_______________

JOIN EPCDV TODAY!

RENEW YOUR MEMBERSHIP NOW

BECOME A SPONSOR/PARTNER

2/3/27 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm (Wednesday, February 03, 2027)

Thu, 04 Feb 2027 00:00:00 GMT

T: (925) 778-1165 | www.epcdv.org | E: EPCDiabloValley@gmail.com

Complimentary Networking Event

@ Headlands Brewery

Wednesday, February 3, 2027

4pm to 6pm

Join EPCDV for a complimentary networking event at

Headlands Brewery in Lafayette, CA.

*There is no cost to attend.

Members will be provided 1 complimentary drink ticket.*

BECOME AN EPCDV MEMBER TODAY

RENEW YOUR MEMBERSHIP TODAY

BECOME A SPONSOR/PARTNER

CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS

Estate Planning Council Diablo Valley | EPCDV.org

2/17/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm (Wednesday, February 17, 2027)

Thu, 18 Feb 2027 02:00:00 GMT

When Liquidity Changes Everything: Estate Planning & Family Enterprise Strategy

presented by:

Sara Dorosti,

Director and Wealth Strategies Advisor

Bank of America

Sara Dorosti is a Director and Wealth Strategies Advisor with Bank of America. She is a former practicing attorney who focused on tax matters, estate planning and administration, and charitable planning. She joined Bank of America in October 2024.

Sara has over 16 years experience in the financial industry working with financial advisors and their Ultra High-Net worth clients to integrate wealth transfer planning into the overall wealth management experience. She will continue this work by delivering wealth transfer planning strategies leveraging Trust Solutions to aid clients in implementing their plans.

Sara lives in the East Bay, CA with her husband and two children. She is fluent in German, Farsi and Danish.

A Special Thanks to Our Event Sponsor

Philip Crosby

Stratagem LLP

510.378.0945

pcrsoby@stratagemcounsel.com

LOCATION

Orinda Country Club

315 Camino Sobrante, Orinda, CA 94563

6:00 PM	Check In, Networking & Cocktail Reception *CASH ONLY BAR*
6:30 PM	Sit Down Plated Dinner
6:45 PM	Welcome & Announcements
7:00 PM	Speaker Presentation
8:00 PM	Meeting Close *Feel Welcome to Stay and Network*

_______________

Member Registration (through 2/15)	$95 / ($105 after 2/15)
Guest Registration (through 2/15)	$115 / ($125 after 2/15)

_______________

JOIN EPCDV TODAY!

RENEW YOUR MEMBERSHIP NOW

BECOME A SPONSOR/PARTNER

3/3/27 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm (Wednesday, March 03, 2027)

Thu, 04 Mar 2027 00:00:00 GMT

T: (925) 778-1165 | www.epcdv.org | E: EPCDiabloValley@gmail.com

Complimentary Networking Event

@ Headlands Brewery

Wednesday, March 3, 2027

4pm to 6pm

Join EPCDV for a complimentary networking event at

Headlands Brewery in Lafayette, CA.

*There is no cost to attend.

Members will be provided 1 complimentary drink ticket.*

BECOME AN EPCDV MEMBER TODAY

RENEW YOUR MEMBERSHIP TODAY

BECOME A SPONSOR/PARTNER

CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS

Estate Planning Council Diablo Valley | EPCDV.org

3/17/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm (Wednesday, March 17, 2027)

Thu, 18 Mar 2027 01:00:00 GMT

LOCATION

Orinda Country Club

315 Camino Sobrante, Orinda, CA 94563

6:00 PM	Check In, Networking & Cocktail Reception *CASH ONLY BAR*
6:30 PM	Sit Down Plated Dinner
6:45 PM	Welcome & Announcements
7:00 PM	Speaker Presentation
8:00 PM	Meeting Close *Feel Welcome to Stay and Network*

_______________

Member Registration (through 3/15)	$95 / ($105 after 3/15)
Guest Registration (through 3/15)	$115 / ($125 after 3/15)

_______________

JOIN EPCDV TODAY!

RENEW YOUR MEMBERSHIP NOW

BECOME A SPONSOR/PARTNER

4/7/27 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm (Wednesday, April 07, 2027)

Wed, 07 Apr 2027 23:00:00 GMT

T: (925) 778-1165 | www.epcdv.org | E: EPCDiabloValley@gmail.com

Complimentary Networking Event

@ Headlands Brewery

Wednesday, April 7, 2027

4pm to 6pm

Join EPCDV for a complimentary networking event at

Headlands Brewery in Lafayette, CA.

*There is no cost to attend.

Members will be provided 1 complimentary drink ticket.*

BECOME AN EPCDV MEMBER TODAY

RENEW YOUR MEMBERSHIP TODAY

BECOME A SPONSOR/PARTNER

CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS

Estate Planning Council Diablo Valley | EPCDV.org

4/21/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm (Wednesday, April 21, 2027)

Thu, 22 Apr 2027 01:00:00 GMT

A Special Thanks to Our Event Sponsor

Art Lotti

Custom Moving Solutions

925.895.4411

info@custom-movers.com

A Special Thanks to our Cocktail Sponsor

Tiffany Sutton

REALTOR® | DRE# 02048623

tiffany@therealtortiff.com

(925) 854-8079

LOCATION

Orinda Country Club

315 Camino Sobrante, Orinda, CA 94563

6:00 PM	Check In, Networking & Cocktail Reception *CASH ONLY BAR*
6:30 PM	Sit Down Plated Dinner
6:45 PM	Welcome & Announcements
7:00 PM	Speaker Presentation
8:00 PM	Meeting Close *Feel Welcome to Stay and Network*

_______________

Member Registration (through 4/19)	$95 / ($105 after 4/19)
Guest Registration (through 4/19)	$115 / ($125 after 4/19)

_______________

JOIN EPCDV TODAY!

RENEW YOUR MEMBERSHIP NOW

BECOME A SPONSOR/PARTNER

5/5/27 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm (Wednesday, May 05, 2027)

Wed, 05 May 2027 23:00:00 GMT

T: (925) 778-1165 | www.epcdv.org | E: EPCDiabloValley@gmail.com

Complimentary Networking Event

@ Headlands Brewery

Wednesday, May 5, 2027

4pm to 6pm

Join EPCDV for a complimentary networking event at

Headlands Brewery in Lafayette, CA.

*There is no cost to attend.

Members will be provided 1 complimentary drink ticket.*

BECOME AN EPCDV MEMBER TODAY

RENEW YOUR MEMBERSHIP TODAY

BECOME A SPONSOR/PARTNER

CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS

Estate Planning Council Diablo Valley | EPCDV.org

5/19/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm (Wednesday, May 19, 2027)

Thu, 20 May 2027 01:00:00 GMT

LOCATION

Orinda Country Club

315 Camino Sobrante, Orinda, CA 94563

6:00 PM	Check In, Networking & Cocktail Reception *CASH ONLY BAR*
6:30 PM	Sit Down Plated Dinner
6:45 PM	Welcome & Announcements
7:00 PM	Speaker Presentation
8:00 PM	Meeting Close *Feel Welcome to Stay and Network*