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DTSTART:20240425T000000Z
DTEND:20240425T023000Z
LOCATION:Sutter Club (Sacramento Room)
UID:2488720240425T000000ZSEPC April Meeting
DTSTAMP:20260428T100704Z
DESCRIPTION:\n\n \n\nAll in-person seating is reserved and Zoom is the only remaining option.\n \n\nApril Meeting\nTransfer Tax Update\n\nSpeaker\n[John Prokey, Partner - Ramsbacher Prokey Leonard LLP,  San Jose, CA](/assets/Councils/SacramentoEPC-CA/userContent/files/J%20Prokey%20Bio.pdf)\n\nSummary\n This program will review some of the most relevant transfer tax developments in the past year. The countdown to 2026 continues with less than 2 years remaining for taxpayers to use their full lifetime transfer tax exemptions (unless we have a law change). In 2023 and coming into 2024, we see several changes and clarifications to the tax laws affecting estate planning, including targeted law changes (goodbye WINGs, DINGs and NINGs for California residents), targeted guidance from IRS (IDGTs and basis adjustments at death), and targeted guidance from the courts (corporate owned life insurance, personal estate tax liability, money spent to sell a home, etc). Finally, in the digital age we are reminded that 11 seconds late for a filing, is well…late.\n\nLocation\n Sutter Club, Sacramento Room\n 1220 Ninth Street\n\nParking\n Sutter Club, Garage\n 824 L Street\n \nZoom Attendees\n Please sign in promptly so you have adequate opportunity to prepare for the meeting. \n \nZoom information will be emailed the day before as well as the time to sign in for the meeting.\n\nAgenda\n Registration/Cocktails: 5:00 p.m.\n Meeting/Dinner: 5:45 p.m.\n Presentation: 6:30 p.m. - 7:30 p.m.\n\nCost\n SEPC Members (Zoom): $35 Non-Members (Zoom): $50 \n\nFor More Information\n \nContact: Raquel Altavilla\n Phone: 916.715.5939\n Email: admin@sacepc.org\n\nZoom registration will close Monday, April 22\n No refunds after April 17.\n
SUMMARY:SEPC April Meeting - Sacramento Estate Planning Council 
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