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Marlowe Kepner

310 375-6300|

September 2021

Sept 9th General Meeting

September 9 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  David Benedetto Topic: The Estate Tax Fundamentals of Partial Ownership in Business Entities: A Review of the Tax Court's Opinion in Estate of Powell and Beyond REGISTER NOW   About our Speaker: David P. Benedetto has been practicing law for over 23 years. Since 2003, his practice has focused exclusively in the area of trusts and estates, including related litigation. He advises clients regarding tax sensitive estate planning and administration matters and has represented numerous clients before the Internal Revenue Service…

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October 2021

Oct 14th General Meeting

October 14 @ 7:30 am - 9:00 am
Zoom CA United States

Speaker:  Phillip Ferraro Topic: Cyber Security Awareness for You and Your Firm Cybersecurity Awareness This engaging session will focus on cybersecurity, fraud trends and best practices that can be put in place to help you better protect yourself, your family and your firm.  While it might be a bit scary, you will walk away with practical tips and changes you can implement yourself. About our Speaker: Phillip Ferraro is a Managing Director for J.P. Morgan Asset & Wealth Management (AWM).…

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November 2021

Nov 11th General Meeting

November 11 @ 7:30 am - 9:00 am
Zoom CA United States

Speaker:  Andy Katzenstein Topic:  Tax Update

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