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Upcoming events

  • Foreign Persons and Foreign Assets: What you need to know when your client or trusts have foreign connections

    • Thursday, May 16, 2024
    • 6:00 PM - 8:30 PM
    • Zoom (link provided on registration)
    Register

    Presented by Jacqueline Yu

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  • Directed Trusts - Advanced Planning

    • Thursday, June 20, 2024
    • 6:00 PM - 8:30 PM
    • In Person - TBD
    Register

    Presented by Jonathan Lurie and Lani Fu of Wilkie.

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Past Events

(Note that presentation materials are only available to current members while logged in)

Not So Simple Preparation of Gift and GST Returns

Thuursday,  September 21, 2023

Presented by Abby Feinman

Gift Tax Return and GST Tax Return Prep 2023.pdf





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Mitchell Kraus, CFP - President

los.angeles.ecf@gmail.com


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Los Angeles, California 90064 USA


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