SEPC February 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.
§1202 and You: Planning with Qualified Small Business Stock
Speaker: Andrea Ross, J.D., LL.M., Director, Wealth Strategies Group, Bernstein – Los Angeles, CA
The Qualified Small Business Stock (QSBS) exclusion under IRC §1202 can help an individual or family shield significant gain from capital gains taxes upon the sale of certain business interests. However, the enhanced tax benefits of the exclusion are sometimes overlooked and often misunderstood. Andrea Kushner Ross, Director in Bernstein’s Wealth Strategies Group, will discuss the QSBS exclusion and outline the circumstances when it can be used.
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).
Baby Iceberg Wedge, Applewood Smoked Bacon, Tomatoes, Roasted Sweet Onions & Shaft’s Blue Cheese
Grilled Swordfish Steak, Charred Green Onions, Thai Chili Sauce & Sticky Rice
Pan Roasted Mary’s Bone-In Chicken Breast with Lemon-Herbed Risotto
Pistachio Crusted Tofu & Vegetable Ratatouille
Warm Chocolate Cake with Vanilla Ice Cream, Chocolate Sauce, Seasonal Berries
For More Information:
Contact: Raquel Altavilla
Registration will close on Monday, February 25.