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Clients Seminars
 
Type Date Format Topic Audience City
WA 6/1/2017 Thu 5 PM Wine/
Hors d'Oeuvres; 5:30 Workshop
Charitable Tax Planning Western Regional Planned Giving Conference Costa Mesa; www.vfos.com/Map
CS TBA 5 PM Wine/
Hors d'Oeuvres; 5:30 Workshop
High-Yield Investments in Tax-Efficient Trusts Individuals with income taxed at high marginal brackets Costa Mesa; www.vfos.com/Map
CS TBA
Thu
7 PM Desserts/Coffee;  7:30 Seminar High-Yield Investments in Tax-Efficient Trusts Individuals with income taxed at high marginal brackets Costa Mesa; www.vfos.com/Map
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.