UPCOMING DINNER MEETINGS
For Members and Guests of the Redwood Empire Estate Planning Council
Our local estate planning community is not that large, so it’s important to network and connect with other local estate planning professionals around us to broaden our knowledge and resources. Your first step is to join us at one of our Redwood Empire Estate Planning Council Dinner Meetings so you can meet other like-minded people and we can learn from each other. We’re a community of estate planning professionals who want to help each other grow and succeed. By coming to our dinner meetings, you’ll gain invaluable insights and connections that will help you in your career. So don’t hesitate to register for one of our dinner meetings today!
REEPC refund policy regarding paid events.
Tickets become non-refundable if cancelation is not received by noon on Friday preceding the event. Meal tickets purchased Friday afternoon or later are non-refundable.
FREE Happy Hour Social Mixer For Members & Prospective Members
OCTOBER 24th, 2024
4:00pm – 6:00pm
KIN Windsor
740 McClelland Dr
Windsor, CA 95492
Join Us for a Fun & Informative Happy Hour Mixer!
Looking to connect with like-minded professionals in the estate planning community? Curious about the Redwood Empire Estate Planning Council (REEPC) and what we’re all about?
We invite you to our Happy Hour Mixer on October 24th, 2024, from 4 PM to 6 PM at KIN Windsor. This event is FREE for members and their guests, and it’s the perfect opportunity to learn more about REEPC in a relaxed and friendly setting.
What to Expect:
- Networking: Mingle with current REEPC members and other professionals in the estate planning field.
- Insight: Learn about the benefits of joining REEPC and how it can help you grow your career and connections.
- Great Atmosphere: Enjoy complimentary drinks and appetizers while discovering the value of REEPC membership.
- Bring a Friend: Members are encouraged to bring friends and colleagues who might be interested in becoming part of the REEPC community.
Important: If you are registering on behalf of someone, DO NOT USE any of your information. Please only use the attendee’s email and the attendee’s mobile phone number. Using your own information (email or office number) creates incorrect records in our system and makes tracking difficult.
Thank you for ensuring the accuracy of our records!
Wednesday, November 6th, 2024
6pm – 9pm
Presented by:
Jennifer A. Vincent
Attorney
Greenberg Traurig, LLP
“California Property Tax and Proposition 19”
Join us for the November 2024 Dinner Meeting on Wednesday, November 6th, from 6:00 PM to 9:00 PM at Charlie’s Restaurant. We are excited to welcome Jennifer A. Vincent, a highly respected attorney with Greenberg Traurig, LLP, as our featured speaker. Jennifer will present on the crucial topic of California Property Tax and Proposition 19—a must-attend event for estate planning professionals.
About the Topic:
Proposition 19 introduced significant changes to California’s property tax system, impacting parent-child and grandparent-grandchild exclusions and the portability of tax benefits. Jennifer will provide an in-depth analysis of these changes, offering practical insights into how Proposition 19 affects estate planning strategies. Attendees will gain valuable guidance on advising clients through the complexities of this new tax landscape.
About the Speaker:
Jennifer A. Vincent focuses on federal and state tax controversies and litigation. She represents both individuals and companies in proceedings before the Internal Revenue Service and California taxing authorities, including the Franchise Tax Board and the California Department of Tax and Fee Administration. Jennifer also counsels clients on compliance with federal and state tax regulations and has extensive experience in defending clients in federal offshore audits, income tax examinations, and California income, sales, use, and property tax matters.
For more information about Jennifer’s background, please visit her professional bio.
Charlie’s Restaurant
1320 19th Hole Drive
Windsor, CA 95492
6:00pm-9:00pm
We are proud to have Ken Cyphers of Anderson Zeigler Law Firm as our sponsor for the November 2024 Dinner Meeting. Ken is a Certified Specialist in Estate Planning, Trust, and Probate Law with extensive experience in estate planning, trust & estate administration, real property law, and general business law. He brings a wealth of knowledge to his clients, whether they require assistance with simple estate plans or complex real property transactions and disputes.
Anderson Zeigler has been providing exceptional legal representation for over 40 years. As a full-service law firm, they offer deep expertise in business law, employment law, intellectual property, real estate, taxation, and estate planning, supported by a skilled civil litigation team. Anderson Zeigler’s commitment to responsive and cost-effective legal services makes them a trusted partner for individuals and businesses alike.
We are grateful for their generous support of REEPC and our November dinner meeting.
We would like to thank Louis Cionci from Exit Strategies Group, Inc. for being the wine sponsor for our dinner meeting.
Louis Cionci is an experienced Merger & Acquisition (M&A) advisory professional, and has been providing strategic business valuations and successful seller representation for over 15 years. He has managed over $250mm worth of transactions. He also appraises businesses for estate and gift tax filings, business sale or acquisition, shareholder agreements, succession planning, dispute resolution, and more.
Important: If you are registering on behalf of someone, DO NOT USE any of your information. Please only use the attendee’s email and the attendee’s mobile phone number. Using your own information (email or office number) creates incorrect records in our system and makes tracking difficult.
Thank you for ensuring the accuracy of our records!
REEPC refund policy regarding paid events.
Tickets become non-refundable if cancelation is not received by noon on Friday preceding the event. In other words, meal tickets purchased Friday afternoon or later are non-refundable.
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