SEPC November Meeting

Date: Wednesday, November 16, 2022
Time: 5:00pm - 7:30pm
Location: Sutter Club (California Room) / Zoom
Speaker: Kyle Martin - Internal Revenue Service (In Person)


IN PERSON REGISTRATION HAS CLOSED

November Meeting
Recent Developments in Estate and Gift Tax

Speaker
Kyle Martin, Supervisory Estate Tax Attorney  - Internal Revenue Sevice

Description
Mr. Martin will be discussing the recent developments in Estate and Gift Tax including changes to the Deceased Spouse Unused Exemption election (Portability), Closing Letters for Estate Tax Return, the importance of a good appraisal, and adequate disclosure on Gift Tax Returns.

Zoom Attendees
Please sign in promptly so you have adequate opportunity to prepare for the meeting. 

Zoom information will be emailed the day before as well as the time to sign in for the meeting.
 

Zoom Attendees
Please sign in promptly so you have adequate opportunity to prepare for the meeting. 

Zoom information will be emailed the day before as well as the time to sign in for the meeting.

Agenda
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.

Cost

  • SEPC Members (Zoom): $25
  • Non-Members (Zoom): $45


For More Information

 

Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org

Nonmembers who wish to attend this program, you must be hosted by an SEPC member.  If you do not know of an SEPC member, please contact Raquel Altavilla at admin@sacepc.org who can assist you with registering for this meeting. 


Zoom registration will close on Monday, November 14.

 

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