Dmitriy Stepanov, Merrill Lynch

33rd Annual Success Event with Sam Donaldson "Washington Updates"

Date: Friday, October 4, 2024
Time: 7:30am - 5:00pm
Location: Imperial Golf Club
Speaker: Sam Donaldson

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Topic: 

FEDERAL TAX UPDATE

Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws. Specific topics will depend on recent developments but will likely include the estate taxation of corporate-owned life insurance, the constitutionality of a wealth tax, and the enhanced ability to challenge IRS regulations.

Registration is open. Check out the sponsorship opportunites as well as the Options for attendance. You won't want to miss this! Register early, we a limitation to our attendees. 

The Success Event flyer is also attached for your convenience for sign up, payment, and distributing to your office and colleagues. This event is a great way to introduce potential members to the EPC of Naples organization. 

Sponsorship Opportunities are as follows:

Par Sponsor:    $250 - Listing in the program and on the PowerPoint.
Birdie Sponsor: $500 - Listing in the program, website acknowledgment, recognition on the PowerPoint,
and one free Success Event meeting fee.
Eagle Sponsor: $1000 - Listing in the program website acknowledgment, PowerPoint recognition, and
one free Success Event meeting fee and golf fee.
Presenting Sponsor: $5,000 – Only one Presenting Sponsorship available per year. Top listing in the
program with logo and website, recognition at the event, and on the PowerPoint as the Presenting Success Event Sponsor. Free Attendance and a foursome of golf.

Related Document(s):

See Upcoming Event Calendar