SEPC March Meeting
Please adhere to the Sutter Club's Dress Code: Gentlemen guests are encouraged to wear coat and tie. Ladies should wear comparable attire. Jeans, T-shirts, and shorts are never permitted.
Sutter Club, California Room
1220 Ninth Street
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.
Common (and Uncommon) Planning Techniques
Speaker: Mark Vorsatz, Managing Director and CEO - Andersen Tax, San Francisco, CA
Mark will discuss a variety of planning applications dealing with Charitable Lead Trusts, Charitable Remainder Trusts, Real estate transfers, Private Annuities and GRATs. The presentation will be designed to provide the attendees with a broader understanding of the economic implications and technical considerations in the design of different assets and how to optimize from a planning perspective..
Please note the cost of the monthly SEPC meetings.
- Members: $65 (registration at the door is $80)
- Non-Members (must be hosted by a member to attend): $80
- Drink Tickets: $8 each (PLEASE NOTE THAT IF YOU ARE DRINKING SODA YOU DO NOT NEED TO PURCHASE A DRINK TICKET. THESE ARE COMPLIMENTARY.)
- Walk-ins (Members and Non-Members) that have not registered online will be charged $80 (with entrée limited to standard vegetarian option).
For more information:
Contact: Raquel Altavilla
Registration will close on Monday, March 25.