FSP Silicon Valley – Silicon Valley

Events

April 25 Chapter Luncheon – Your Silicon Valley Clients are Getting a Divorce, Now What?
This presentation will explore the impact of the 2017 Tax Reform Act, an overview of the divorce finance analysis process, the unique Silicon Valley asset division categories, and sample case study Continue reading →
May 15 @ 9:00 am – 10:00 am – Sales to IDGTs with Self-Canceling Installment Notes – Advantages and Disadvantages
This webinar will discuss IDGTs, the sale of assets to the IDGT using self-canceling installment notes, and the advantages and disadvantages of this planning strategy. Continue reading →
May 21 @ 9:00 am – 10:00 am – Unwinding Life Insurance Trusts (And the Policies Within)
This webinar will explore the issues and decisions necessary to evaluate whether to fund and retain life insurance trusts. Continue reading →
TBD (Chapter Luncheon)
Details Coming Soon Topic/Speaker TBD
Webinar TBD
Details and Registration Coming Soon.