CONEJO VALLEY ESTATE PLANNING COUNCIL

We will open the Zoom meeting at 7:15 am for networking! You will be assigned to a breakout room to network with fellow Council members and guests while you enjoy breakfast. It'll be just like sitting at a table at the Westlake Village Inn! 
Register by Tuesday, November 9 for breakfast delivery!
Attendees will receive the Zoom link the day before the event and again the morning of the event.

Rachel Votto is the Tax Partner-in-charge at BDG-CPAs. She has been with the firm for over 20 years and is partner-in-charge of all tax services. Rachel provides comprehensive financial planning to executives and high net worth individuals, including estate planning and working with income tax planning with trusts. She also serves many corporate and partnership clients including closely held businesses to multinational corporations with experience on acquisitions, reorganizations, international, multigenerational planning, multistate structures and complex tax planning strategies to assist clients in maximizing tax savings. She is a member and past president of the Estate Planning Council of Bergen County. She is currently a board member of Family Promise of Bergen County and the NAEPC. She has made various presentations on new tax legislation and other tax topics. Rachel graduated from Villanova University and also holds a Master’s Degree in taxation from Pace University.