SEPC March Meeting

Date: Wednesday, March 27, 2019
Time: 5:00pm - 7:30pm
Location: Sutter Club
Speaker: Mark Vorsatz, Managing Director and CEO - Andersen Tax

 

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.

March Meeting

Sutter Club, California Room
1220 Ninth Street

Agenda:
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.. 

Cost:
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
Phone: 916.715.5939
Email: raltavilla@comcast.net

Registration will close on Monday, March 25.

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