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October 2018

Estate Planning for Special Needs Families

October 25 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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Program Overview As we encounter an increasing number of special needs issues with our clients, it is essential to know the basics of special needs planning and identify planning opportunities that could benefit our clients.  Please join attorney Ellen Cookman for a lively and informative presentation on the basics of special needs trusts as well as a deeper dive into the following issues: Does my client need a stand-alone or testamentary special needs trust? How should a trust be drafted…

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January 2019

What is Best; Traditional C Corporation, an S Election, or an LLC Taxed as a Partnership (Chapter Luncheon)

January 24, 2019 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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Program Overview This presentation has been updated to reflect the considerations from the 2017 Tax Act.  The focus is on a practical/useful explanation of the factors/considerations a financial advisor needs to know in order to assist their clients in implementation of the most effective tax structure for their enterprise.  Many advisors use it to assess their own arrangements for the tax and related conduct of their own practices.   Speaker James S. Aussem James S. Aussem, is a National president of…

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April 2019

TBD (Chapter Luncheon)

April 25, 2019 @ 8:00 am - 5:00 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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Details Coming Soon Topic/Speaker TBD

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June 2019

TBD (Chapter Luncheon)

June 13, 2019 @ 8:00 am - 5:00 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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Details Coming Soon Topic/Speaker TBD

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