Business Owner Strategy SummitWhen: May 13, 2025Hosted By: Summit Financial GroupLocation: Shasta HallPeople: Sean R. Kenney, Gregory Novotny
Gift Tax Compliance and AuditsWhen: April 22–24, 2025Hosted By: Nevada Tax & Trust ConferenceLocation: Caesars PalacePeople: Sean R. Kenney
Fiduciary Attorney Summit 2024When: November 18-20, 2024 Hosted By: Fox Rothschild and Strazzeri Mancini LLP Location: Santa Barbara, CA People: Peter S. Myers, Justin D. Prueitt, Sean R. Kenney, Sue Hong, Eric A. Bevan
Ensuring Anonymity for High-Profile ClientsWhen: February 09, 2019Hosted By: Fox Rothschild LLPLocation: The Ritz-Carlton Bacara, Santa BarbaraPeople: Sean R. Kenney
2019 Fiduciary Attorney SummitWhen: February 07, 2019Hosted By: Fox Rothschild LLPLocation: The Ritz-Carlton Bacara, Santa BarbaraPeople: Peter S. Myers, Sean R. Kenney, Kenneth J. Abdo, Sarah J. Wentz
2018 Year-End Tax Planning: Basics and BeyondWhen: December 19, 2018Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Peter S. Myers, Sean R. Kenney
Taxes, Control, and Cash Flow: Personal Planning Before, During and After the Sale of a BusinessWhen: February 23, 2018Hosted By: Laureate Center for Wealth AdvisorsLocation: The Westin Gaslamp Quarter HotelPeople: Peter S. Myers, Sean R. Kenney
Taxes, Control and Cash Flow: Personal Planning Before, During and After the Sale of a BusinessWhen: February 23, 2018Hosted By: The Gathering 2018, by Laureate Center for Wealth AdvisorsLocation: The Westin San Diego Gaslamp QuarterPeople: Peter S. Myers, Sean R. Kenney
2018 Fiduciary Attorney SummitWhen: February 08, 2018Hosted By: Fox Rothschild LLPLocation: The Ritz-Carlton Bacara, Santa Barbara 8301 Hollister Ave Goleta, CA 93117People: Peter S. Myers, Sean R. Kenney, Kenneth J. Abdo, Sarah J. Wentz
2017 Fiduciary Attorney SummitWhen: January 12, 2017Hosted By: Fox Rothschild LLPLocation: Lake Tahoe Resort Hotel People: Peter S. Myers, Sean R. Kenney