Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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The Great Sunset

Jun 25, 2024 02:00 PM Pacific Daylight Time - Jun 25, 2024 03:00 PM Pacific Daylight Time
99 Almaden Blvd San Jose, CA , 95113

In a few shot years, many high-net-worth Americans might be surprised by the possibility of a larger estate tax liability, as well as other significant tax changes with the 2017 Tax Cuts and Jobs Act (TCJA) expiring, or "sunsetting", at the end of 2025.