Document Library

Categories

General Information

Document Name Date Added
Meal Delivery Instructions 2020-10-03
Second Amended and Restated Bylaws 2019-11-14

Meeting Handouts

Document Name Date Added
Susan Rounds Transition by Design 2019-03-18
Wells Fargo Research Report - Continue to Favor Cyclical Stocks 2021-05-18
May 2019_Cafferata_Anatomy of a Gift Agreement (Presentation) 2019-05-21
Hotel California -- Cross Border Tax Planning (Brian Rowbotham) 2021-05-18
May 2019_Cafferata_Anatomy of a Gift Agreement (Handout) 2019-05-21
Hotel California -- California Income Tax Issues (Brian Shetler) 2021-05-18
May 2019_Cafferata_Letter of Intent 2019-05-21
Status of Independent Contractors Presentation 2021-03-16
July 2019_Tripani_AVOIDING PITFALLS IN THE PROCESS OF RECOVERY 2019-05-21
Trustee Compensation 2020-11-17
Top Ten Estate Planning Lessons from Recently Deceased Celebrities Presentation 2020-10-20
Wells Fargo's Guide to the Presidential Election 2020-09-15
Art Auctions & Appraisals 101 Presentation 2020-09-15
The Kids Are Not Alright - Michael Brophy and Craig Weinstein (3/19/19) 2019-03-19
August 2020 Program - Wells Fargo Handouts 2020-08-25
2019-11 How to Take Risk_Cavanaugh-Lin 2019-11-18
August 2020 Program - Wells Fargo Handouts 2020-08-25
Charitable Planning When the Stars Align: Why 2020 is the Year for Charitable Gifts Presentation 2020-08-25
Planning Thoughts in Light of the SECURE Act Presentation 2020-07-28

Sponsorship

Document Name Date Added
Wells Fargo - Scott Chapa Bio 2021-05-18

Through the Looking Glass

Document Name Date Added
2020 TTLG Event Brochure 2019-11-18
Through the Looking Glass 2021 Brochure 2020-11-17
2020 TTLG Symposium Agenda 2019-11-18