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Thursday, September 10, 2026

Utilizing the Trust Checkbook & Creating a Clean Exit

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South Bay Estate Planning Council

SOUTH BAY ESTATE PLANNING COUNCIL

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Unpacking Relevant Tax Changes

Date: Thursday, January 25, 2024
Time: 7:45am - 9:00am
Location: HARIK THOMPSON, CPAs
Speaker: Moderated by Patricia Harik

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We will be digging deeper into relevant tax changes and discussing issues brought up in our last meeting.  


Harik Thompson CPAs
25500 Hawthorne Blvd #2120
Torrance, CA 90505

 

 

 
Related Document(s):
  • January 2024 Handouts - Andy K

See Upcoming Event Calendar

UPCOMING EVENTS

September 10, 2026

Utilizing the Trust Checkbook & Creating a Clean Exit

Judge Clifford Klein and David Kim

See Event Details

September 24, 2026

Focus Group - California's new Virtual Representation Statute; Did You Get the Notice?

Moderated by Garee Gasperian

See Event Details

October 8, 2026

Title Insurance

Kevin Sayles

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November 12, 2026

Tax Compliance in the Shadows of That Other Transfer Tax: GST Return Requirements for the Wealth Planning Professional

David Bennedetto

See Event Details

See Full Calendar

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