SOUTH BAY ESTATE PLANNING COUNCIL

January 23, 2025

Focus Group - Transition Outlook: What to Expect Under a Second Trump Administration Re: Future Tax Policy

Moderated by Patricia Harik and Angela Klenk

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February 13, 2025

SECURE Act and SECURE Act 2.0 panel

Panelists: Eric Harris, Larry Takahashi, Mollie Kaiser

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March 13, 2025

Update 2025: What’s happening with Medi-Cal Qualification Expansion?

Carlos Arcos

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May 8, 2025

Capital Gains Tax Planning for Older Americans

Bruce Givner

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