Document Library
CategoriesGeneral Information
Document Name | Date Added |
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CVEPC Bylaws (Third Amended and Restated) | 2021-10-07 |
Meal Delivery Instructions | 2020-10-03 |
Meeting Handouts
Document Name | Date Added |
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Art Auctions & Appraisals 101 Presentation | 2020-09-15 |
A Primer on Tax and Other Issues Relevant to Art Collectors and Their Advisors | 2023-05-16 |
August 2020 Program - Wells Fargo Handouts | 2020-08-25 |
Planning Thoughts in Light of the SECURE Act Presentation
CVEPC Presentation.pdf (561K)
|
2020-07-28 |
Wells Fargo Research Report - Continue to Favor Cyclical Stocks | 2021-05-18 |
Hotel California -- California Income Tax Issues (Brian Shetler) | 2021-05-18 |
May 2019_Cafferata_Anatomy of a Gift Agreement (Handout) | 2019-05-21 |
Trustee Compensation | 2020-11-17 |
July 2019_Tripani_AVOIDING PITFALLS IN THE PROCESS OF RECOVERY | 2019-05-21 |
Top Ten Estate Planning Lessons from Recently Deceased Celebrities Presentation | 2020-10-20 |
Wells Fargo's Guide to the Presidential Election | 2020-09-15 |
August 2020 Program - Wells Fargo Handouts | 2020-08-25 |
The Kids Are Not Alright - Michael Brophy and Craig Weinstein (3/19/19) | 2019-03-19 |
2019-11 How to Take Risk_Cavanaugh-Lin | 2019-11-19 |
Charitable Planning When the Stars Align: Why 2020 is the Year for Charitable Gifts Presentation | 2020-08-25 |
Nov 2021_Tax Planning & Update Before Year-End (Votto)
Tax Planning CVEPC.pdf (398K)
|
2021-11-16 |
Susan Rounds Transition by Design | 2019-03-18 |
Hotel California -- Cross Border Tax Planning (Brian Rowbotham) | 2021-05-18 |
May 2019_Cafferata_Anatomy of a Gift Agreement (Presentation) | 2019-05-21 |
Status of Independent Contractors Presentation | 2021-03-16 |
May 2019_Cafferata_Letter of Intent | 2019-05-21 |
Sponsorship
Document Name | Date Added |
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Wells Fargo - Scott Chapa Bio | 2021-05-18 |
Through the Looking Glass
Document Name | Date Added |
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Through the Looking Glass XVIII Flyer | 2021-12-03 |
2020 TTLG Event Brochure
LookingGlasS2020webpdf.pdf (1173K)
|
2019-11-19 |
Through the Looking Glass XVIII Brochure | 2021-12-03 |
2020 TTLG Symposium Agenda
2020TTLGAgenda_Revised.pdf (123K)
|
2019-11-19 |
Through the Looking Glass 2021 Brochure | 2020-11-17 |