Past Events

December 2011

Wealth Management and Protection for the LGBTQ Community Seminar
12.8.2011/Oakland, CA

November 2011

Estate Planning for Singles and Domestic Partners Seminar
11.9.2011/Santa Rosa, CA

October 2011

Estate Planning for Singles and Domestic Partners Seminar
10.19.2011/San Francisco, CA

Protecting Yourself and Your Property through Thoughtful Estate Planning
10.20.2011/San Francisco, CA

September 2011

WEBCAST from CalCPA: Filing Tax Returns for Same Sex Couples in Community Property States
09.28.2011/Online Event

 June 2011

9th Annual GGBA Pride Business Expo
06.23.11 / San Francisco, CA

Estate Planning and Gifting Opportunities for the LGBT Community
06.15.11 / Santa Rosa, CA

May 2011

Estate Planning and the Power of Leaving a Legacy:What every professional advisor must know when advising LGBT clients
5.23.2011/ San Francisco

Investment, Retirement, and Estate Planning for the LGBT Community
5.31.2011/ San Francisco, CA

**Webinar: New Mandatory Federal Tax Filing Requirements for Registered Domestic Partners and Same Sex Married Couples
3.28.2011

*If you missed this event, please click here to access a pdf version of the slideshow that was made available to all attendees: Webinar Slideshow.

April 2011

 Retirement Boot Camp
4.30.2011 / San Francisco, CA 

March 2011

Estate Planning For Singles and Domestic Partners – Sonoma
3.9.2011 | Sonoma, California

Legal Changes and Tax Updates Seminar – San Rafael
3.14.2011 | San Rafael, California

Legal Changes and Tax Updates Seminar – Stanford
3.14.2011 | Stanford, California

February 2011

Legal Changes and Tax Updates Seminar – Albany
2.23.2011 | Albany, California

Legal Changes and Tax Updates Seminar – Napa
2.24.2011 | Napa, California

Legal Changes and Tax Updates Seminar – Santa Rosa
2.15.2011| Santa Rosa, California

Estate Planning For Singles and Domestic Partners - San Francisco
2.10.2011 | San Francisco, California

Legal Changes and Tax Updates Seminar – Petaluma
2.8.2011 | San Francisco, California

Legal Changes and Tax Updates Seminar – San Francisco
1.26.2011 | San Francisco, California

The IRS meets Community Property
1.25.2011 | San Francisco, California

 411 For Your Form 1040: Making Sense of the Major Federal Income Tax Changes for Same-Sex Couples
1.12.2011 | San Francisco, California

Tax Workshop for RDP Gay Couples
1.10.2011| Berkeley, CA

Aging Safely: Legal Workshops for LGBT Seniors
11.18.2010 | Novato, CA

Estate Planning for Same-Sex Couples
10.25.2010 | Mill Vally, CA

Protect Yourself: Estate Planning Clinic for LGBT Older Adults
10.18.2010 | San Rafael, CA

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