| January 6, 2021 |
The 8 Biggest Mistakes Made when Planning for a Person with Disabilities
Kevin Urbatsch |
| December 2, 2020 |
Estate Planning Issues & Opportunities Post-Election
Amy Smith, CPA, CSEP, MST |
| November 11, 2020 |
Natalie Choate - Death and Taxes/SECURE: Planning for Retirement
Natalie Choate |
| October 7, 2020 |
Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!
Justin T. Miller, J.D.,LL.M., TEP, AEP, CFP |
| May 6, 2020 |
{CANCELLED} May REEPC at Redwood Empire Food Bank
TBD |
| April 1, 2020 |
[CANCELED] In-Home Caregivers Employment Issues
Lisa Ann Hilario |
| March 4, 2020 |
Business Succession Planning
Rick Bailey |
| February 5, 2020 |
Long Term Care Insurance
Alecia Barnette, CLTC |
| January 8, 2020 |
2020 Tax Update
Mike Musson & Kerri Berry of Linkenheimer LLP |
| December 4, 2019 |
California Decanting Statute
Steven M. Goldberg; Mia R. Bowler; Christopher M. Haws |
| November 6, 2019 |
Firearms in the context of Estate Planning and Administration
Brian N. Thomson |
| October 2, 2019 |
Case Study - A Group Exercise in the Collaborative Approach to Estate Planning
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| May 1, 2019 |
Non-Profit Event at Chops Teen Club
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| April 3, 2019 |
Helping Clients Meet the Challenge of Solo Aging
Sara Gerber, P.h.D |
| March 6, 2019 |
MediCal Planning
Janice Sternfeld |
| February 6, 2019 |
Compliance Fundamentals of Private Foundations
Jeffrey Haskell, J.D., L.L.M. |
| January 9, 2019 |
Case Study
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| December 5, 2018 |
Tax Planning with New Tax Reform
Andrew M. Katzenstein |
| November 7, 2018 |
How to Handle Active Business in Trust Administration
Deborah Lee with Don Hughes and Ron Wargo |
| October 3, 2018 |
Bypass Trust: What's in the Name?
Robert Maize |
| May 2, 2018 |
NON-PROFIT EVENT AT SONOMA STATE UNIVERSITY
Patricia Hiramoto & Ray Johnson |
| April 4, 2018 |
After the Fires; The Coming Storm of Construction Disasters
John F. Friedemann |
| March 7, 2018 |
HOW TO FUND OWNERSHIP TRANSFERS USING THE SBA
Jeff Clark & David Ryan |
| February 7, 2018 |
Word from Washington on 2017 Tax Changes
Jeff Hamond |
| January 3, 2018 |
SPENDTHRIFT TRUSTS, LIMITED PROTECTION FOR DEADBEAT BENEFICIARIES
Margaret Hand |
| December 6, 2017 |
HOW TO GET A CLIENT TO COMMIT TO ACCOMPLISHING THEIR GOALS AND OBJECTIVES
Simon Singer |
| November 1, 2017 |
PERSONAL CARE AGREEMENT PROS/CONS
Erik Aho |
| October 4, 2017 |
The Age of Ageing - Can We Intervene
Dr. Brian Kennedy |
| May 3, 2017 |
REEPC LUNCH WITH SAY & CERES
Katrina Thurman, Ashley Fehrmann, & Carolyn Couch |
| April 5, 2017 |
APPRAISALS AND VALUATIONS OF FINE ART AND COLLECTIONS
Marcus & Rosalie Wardell - Wardell Appraisals |
| March 1, 2017 |
NEW DOL FIDUCIARY RULES
TBA |
| February 1, 2017 |
END OF LIFE ISSUES AND PLANNING
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| January 4, 2017 |
IRS ESTATE TAX DIVISION
KYLE MARTIN |
| December 7, 2016 |
CHANGING THE FACE OF PHILANTHROPY
KAT TAYLOR |
| November 2, 2016 |
“VALUATION DISCOUNTS: WHAT IS, WHAT MIGHT BE, WHAT SHOULD BE”
ERIC NATH & STEVE GOLDBERG |
| October 5, 2016 |
UNDERSTANDING THE CANNABIS INDUSTRY, ITS OPPORTUNITIES & RISKS
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