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November 15th Luncheon Seminar - Annual IRS Update
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Take this opportunity to hear the Internal Revenue Service's Kyle Martin speak and get an inside look at what the local IRS office is looking for on estate and gift tax returns and for updates related to such tax returns.

When: 12:00 PM
Where: Marriott Santa Clara
2700 Mission College Blvd.
Santa Clara, California  95054
United States
Presenter: IRS Supervisory Attorney Kyle Martin
Contact: Jim Griffiths

Online registration is closed.
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We will be reviewing the recent developments in Estate and Gift Tax including: the changes to the procedures for issuing Estate Tax Closing Letters, the deadlines for sending cases to Appeals under Appeals Judicial Approach and Culture – AJAC, portability, IRS staffing, Proposed Regs for IRC 2704.

We welcome Boston Private as sponsor for this luncheon. Boston Private provides highly personalized trust and fiduciary services customized to the individual needs of their clients and their beneficiaries. Their primary focus is protecting your wealth and ensuring that your estate plan is implemented as you direct with a high degree of customization, conscientious decision making, and commitment to objectivity.

Cost: SVBA: $65 Non-Members: $80
MCLE: General MCLE Credit: 1 Unit; Estate Planning Specialization MCLE Credit: 1 Unit
Due to financial commitments to the venue, we cannot offer refunds after November 10th.

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