May 08, 2019 - 11:30 AM - 2:00 PM PST

Private & Virtual Trust Companies — Family Governance, CA Taxes & Deduction of Investment Expenses

Olympic Collection
11301 W Olympic Boulevard
Los Angeles, CA 90064
Register for the Event

Jonathan Lurie and Elham Ardestani will present "Private & Virtual Trust Companies — Family Governance, CA Taxes & Deduction of Investment Expenses"  during a CalCPA meeting on May 8. The discussion will include:

  • Setting up the estate plan for the family business
  • Governance for the family business
  • Private trust companies and virtual private trust companies