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| Host: |
Mission Society |
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Location:
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Mings
1700 Embarcadero Road, Palo Alto, CA
View Map
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| When: |
Tuesday, June 24, 6:00pm |
| Phone: |
(800) 832-6732 |
Hello MSEA Members,
Please join us for the June Palo Alto Dinner meeting at Mings June 24, at 6:00 pm.
Credit card users who REPLY will be charged on their credit card on file at the MSEA office.
Speaker: Diana Sutton Van Cleve, Esq
Topic: Preparing Trust Returns
Diana will help us understand how to read and transfer trust document information to the return. She will discuss the effect of delayed funding and other issues that arise with trust returns and using Charitable Trusts as a tax planning strategy for our clients.
CUTOFF: Please REPLY by 5pm, Friday May 23rd to reserve your $30 dinner price. The price after that time is $35.
We recommend that you keep the email, that has the link to this invitation, to be able to change your response at a later time.
All reservations as of 5:00 pm the Friday before the event will be charged even if you are unable to make the event.
You can also find a link to this evite on the MSEA website.
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