Past Events

How Do The 2017 Tax Changes Affect You? With Suzanne Daggert, CPA

Sonoma Conference Room
4040 Civic Center Drive
San Rafael

Suzanne Daggert, CPA will discuss the frequently asked questions, including:
• So, the deduction for state income taxes plus property taxes is now limited to $10,000 and there are no more personal exemptions. Does that mean my tax bill is going way up?
• I heard pass through entities are being taxed at lower rates. Do I qualify?
• In what cases is mortgage interest now only deductible on mortgage loans up to $750,000, instead of the prior limit of $1,100,000? Should I be considering refinancing, and what are the tax pitfalls to avoid when refinancing?
• Walk through a few sample scenarios, and see how individual taxpayers are being impacted.
• Question and Answer Session

https://www.daggertfinancial.com/

The Devoto Group Executive Lunch with David Stastny, founder of Centaur Partners, LLC

Centaur Partners
525 University Avenue, Suite 220
Palo Alto, CA

Please join us for a lunch presentation and discussion of the Enterprise Technology M&A and Venture Capital markets.

Our special guest is David Stastny, the founder and Managing Director of Centaur Partners, LLC, a premier Technology M&A boutique http://www.centaurpartners.com/

Our luncheon will be at Centaur Partners, 525 University Avenue, Suite 220 in Palo Alto on Wednesday, January 25th at 11:45am.

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Financing the Growth of Your Business

Exchange Bank
444 Aviation Blvd.,
Santa Rosa, CA

Financing the Growth of Your Business

Join us and learn how to finance the growth of your business from a panel of industry experts in commercial bank financing, SBA financing and private equity.

Thursday, October 1, 2015
7:30am-9:30am
Continental Breakfast Provided

http://www.uptonco.com/

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Managing Harmful Climate Change!

180 Camino Alto, Mill Valley
Mill Valley Community Center

Managing Harmful Climate Change!

Learn what you can do to help support local projects that are world leaders in cutting edge research to manage climate change and its devastating effects!

Please join us for a talk by two Marin County researchers about their work on the latest tools in understanding and mitigating climate change and the impact on the carbon and water cycles.

When:
Friday September 12
8:30 a.m. – 9:30 a.m.
Refreshments will be served

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The 1st Annual Novato Bike and Hike

Indian Valley Campus, Novato, CA

ROTARY CLUB OF IGNACIO FOUNDATION BENEFIT

Cycling, Hiking & Festival Fun for Friends & Family!
For Local and International Rotary Club of Ignacio Charitable Projects
Presented by the Rotary Club of Ignacio Foundation, a 501(c)(3) Organization

When:
Saturday, September 13, 2014
Indian Valley Campus, Novato, CA
8:00AM – 4:00PM

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Simple, Timely and Subtle Ways To Increase the Value of Your Business

Napa Conference Room
4040 Civic Center Dr., Suite 200
San Rafael, CA 94903

Simple, Timely and Subtle Ways To Increase the Value of Your Business

Corporate and M&A attorney Jessica Karner discusses best practices that can help enhance business value

When:
Wednesday, May 7, 2014
12:00 pm – 1:00 pm
Lunch will be served

www.keeginharrison.com

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What You Need To Know About Estate Planning To Protect What You Cherish Most

Napa Conference Room
4040 Civic Center Dr., Suite 200
San Rafael, CA 94903

What You Need To Know About Estate Planning To Protect What You Cherish Most

Estate planning attorney Nadine Aarsheim will answer the questions clients most frequently ask her.

When:
Wednesday, February 12, 2014
12:00 pm – 1:00 pm
Lunch will be served

http://www.aarsheimlaw.com/

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