Tri-Cities Estate Planning (WA) Council Meeting

Date: Thursday, January 26, 2023
Time: 6:00pm - 8:00pm
Location: LOCATION CHANGE: Tagaris, 844 Tulip Lane, Richland, WA
Speaker: Darren Szendre, CPA “Employee Retention Tax Credit and other 2023 tax topics your clients need to know”.

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Please join us for the Tri-Cities Estate Planning Council meeting on Thursday, January 26th at Meadow Springs Country Club.

Agenda:

  • Social Half hour
  • Opening remarks
  • New member introductions
  • Lizz Nelson (CPA), Porter Kinney
  • Treasurer's report 
  • Meeting minutes from November meeting
  • Corporate sponsor - Randall Jobs, Fiduciary  thank you

Applications and resumes for membership candidates will be included in the RSVP email sent out to all members.  We request that you review the candidates, if you have an objection to a candidate, please notify the executive board at least 5 days prior to the meeting as per the bylaws.

Thank you to Randall Jobs, Fiduciary, our corporate sponsor for this January meeting. Your support is appreciated.

Click on the "Login now" tab (at the bottom of this page) to sign in to the website and RSVP for the meeting.  When submitting your RSVP please include your meal selection as well in the "Special Comments" section. RSVP's are due no later than January 17th.

Entree choices:

  • Prime Rib
  • Salmon
  • Curried Tagine

If you will be bringing a guest, please add your guest as a second attendee.  You will be prompted to pay the guest fee of $50 on the website.  Please add your guest's meal selection in the "Special Comments" section as well.

Questions? Please contact Ana Torres at (509) 735-0484 or anat@petersenhastings.com

We look forward to seeing you on the 26th!

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