Tue, Aug 29|
Brown & Streza
Income Tax, Gift Tax, and Estate Tax, Oh My!
This course will give brief overview of the differences and similarities among income tax, gift tax, and estate tax.
Time & Location
Aug 29, 2023, 9:30 AM – 11:00 AM
Brown & Streza, 40 Pacifica, 15th Floor, Irvine, CA 92618
About the Event
Click here to register for the in-person seminar
Host: Michael Varela
Please join us at our office for a one-hour presentation designed to help you learn how to effectively plan for your clients. As part of a monthly webinar series offered through WealthCounsel, this course will give brief overview of the differences and similarities among income tax, gift tax, and estate tax, and leave with an understanding of how planning for one can affect the others.
Earn 1 hour of CLE, CFP (pending), or CPE credit
In order to be awarded the full CLE, CFP, or CPE credit hour, you must be present during the entire educational presentation.