What a Difference a Year Makes: Proposed Tax Legislation & Year-End Planning Strategies

There is a lot in the news about possible tax legislation. The Napa offices of Coblentz Patch Duffy & Bass LLP and the Napa Valley Community Foundation will discuss an up-to-the-minute discussion of the proposed tax legislation, and general tax planning strategies during these uncertain times. Topics will include income tax, estate and gift tax, and California and local tax planning. The panel will consider the latest proposals and tweets. This presentation is going to be HUGE!

Thursday, November 9, 2017  |  4:00 PM – 6:00 PM


6526 Yount Street
Yountville, CA 94599


Terence P. Mulligan
Chief Executive Officer, Napa Valley Community Foundation

Charles W. Meibeyer
Real Estate Partner, Coblentz Patch Duffy & Bass LLP

Jeffry A. Bernstein
Tax Partner, Coblentz Patch Duffy & Bass LLP

Philip B. Feldman
Family Wealth Partner, Coblentz Patch Duffy & Bass LLP


4:00 pm – Registration and Refreshments
4:30 pm – Program and Q&A
5:30 pm – Wine and Hors D’Oeuvres Reception