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Date: Thursday – March 5, 2020
Location: SPEEA Headquarters, Tukwila
Speakers: Brian Isaacson, CPA-Attorney | Washington Elder Law & Kate Frew | Salvation Army, Director of Gift Planning
Topic: “Why the Savvy Investor Gifts to Charities from Their IRA”
Time: TBA
Date: Wednesday – March 11, 2020
Location: Edmonds Chamber Networking Breakfast
Speakers: Brian Isaacson, CPA-Attorney | Washington Elder Law & Kate Frew | Salvation Army, Director of Gift Planning
Topic: “Why the Savvy Investor Gifts to Charities from Their IRA and Understanding the Effects of the New Tax Law Changes for 2020″
Time: 7:30am – 9:00pm
Date: Monday, December 16th, 2019
Location: Four Points by Sheraton, Bellingham
Speaker: Brian Isaacson, CPA-Attorney
Topic: “Basic Tax Concerns”
Time: 12:45pm – 2:00pm
Date: Thursday, December 5th, 2019
Location: Glendale Golf & Country Club, Bellevue
Speaker: Brian Isaacson, CPA-Attorney
Topic: “Medicaid Planning with IRA’s & Inherited IRA’s”
Time: 10:30am – 11:30am
Date: Tuesday, November 5th, 2019
Location: DoubleTree by Hilton, Olympia
Speaker: Brian Isaacson, CPA-Attorney
Topic: “Retirement Benefit Planning Techniques”
Qualifies for 1 CLE
Date: Friday, October 11th, 2019
Location: DoubleTree by Hilton, Seattle Airport
Speaker: Brian Isaacson, CPA-Attorney
Topic: “Medicaid Planning with IRA’s & Inherited IRA’s”
Time: 9:15am – 10:15am
Date: Monday, August 19th, 2019
Speaker: Brian Isaacson, CPA-Attorney
Topic: “Trust Taxation Hurdles and the IRA”
Time: 12:45pm – 2:00pm
Date: Friday, June 28th
Location: Fairwinds Brighton Court
Speaker: Brian Isaacson, CPA-Attorney & Kate Frew, Salvation Army
Topic: “Multi-Generational Estate Planning”
Time: 3:30pm – 4:30pm
