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Virtual Estate and Tax Planning Techniques Seminar

January 8, 2021 @ 8:00 am - 9:00 am

Join us for a FREE virtual seminar to learn estate tax savings techniques from Partner Roy Schneider and tax attorney, John Balian. As estate laws change, you will learn valuable strategies to protect your assets and transfer the most possible wealth to your heirs.

January 8, 20201
8:00 a.m.
Virtual

Attorney Roy Schneider is an experienced estate planning attorney who works with individuals and charitable organizations in the area of planned giving. John Balian’s area of practice includes tax planning for business and real estate sales, income and estate/gift tax audits, IRS Appeals, Tax Court representation and estate and wealth transfer planning. John brings over 33 years of tax experience to his clients. Roy and John strategize with individuals, couples, families and businesses to protect their wealth and their legacy by providing comprehensive estate planning tools that best fit their clients’ unique circumstances.  CLICK HERE TO REGISTER!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Details

Date:
January 8, 2021
Time:
8:00 am - 9:00 am
Website:
https://web.camarillochamber.org/events/BusinessBreakfast-26897/details

Organizer

Camarillo Chamber of Commerce
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Venue

Virtual Seminar
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