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DTSTART:20260924T000000Z
DTEND:20260924T023000Z
LOCATION:Sutter Club (California Room)
UID:2991120260924T000000ZSEPC September Meeting
DTSTAMP:20260907T112454Z
DESCRIPTION:\n\n \n\nSeptember  Meeting\nUsing IRAs for Charitable Planning: QCDs, CRTs, and Tax-Efficient Giving\n\nSpeaker\n[Helen Cheng, Esq., Partner ](/assets/Councils/SacramentoEPC-CA/userContent/files/Helen%20Cheng%20Bio.pdf)[~ ](/assets/Councils/SacramentoEPC-CA/userContent/files/Helen%20Cheng%20Bio.pdf)[Withers Bergman, LLP](/assets/Councils/SacramentoEPC-CA/userContent/files/Helen%20Cheng%20Bio.pdf)\n\n The SECURE Act dramatically changed how inherited retirement accounts are distributed, creating new planning challenges and opportunities. This session will examine qualified charitable distributions (QCDs), charitable remainder trusts (CRTs), and other strategies that can help clients support charitable causes while improving tax efficiency and supporting philanthropic goals. Attendees will gain practical insights into planning opportunities, common pitfalls, and recent developments affecting donors, advisors, and charitable organizations.\n\nAgenda\n Registration/Cocktails/Heavy Appetizers: 5:00 p.m.\n Meeting: 5:45 p.m.\n Presentation: 6:15 p.m. - 7:15 p.m.\n\nMenu\n 4-5 selected appetizers Roasted Whole Turkey Breast (carving station) - Pommes Puree, Seasonal Vegetables, Cranberry Chutney, Turkey Gravy & Rolls \nCost to Attend\n SEPC Member:  $100\n Guest: $130\nNo refunds after September 15.\n \n\nFor More Information\n Contact: Raquel Altavilla\n Phone: 916.715.5939\n Email: admin@sacepc.org\n\n Please note there is 1 hour of MCLE credit pending. \n\n Nonmembers who wish to attend this program, contact Raquel Altavilla at admin@sacepc.org who can assist you with registering.\n\n Registration closes on Tuesday, September  15.  No refunds after September 15.\n
SUMMARY:SEPC September Meeting - Sacramento Estate Planning Council 
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