Jewish Community Foundation San Diego
 
Professional Advisors Gathering 2024

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PLEASE JOIN US FOR OUR

Annual Professional Advisors Gathering

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Unpacking the Corporate Transparency Act (CTA)

Things You Need to Know in 2024

 

So let's get our (CT)Act Together!

 
Nancy Henderson

Nancy Henderson

Henderson, Caverly

& Pum LLP

• Why money laundering could create a headache for you and your clients.


• Beneficial Owner Report requirements -- Who is legally responsible?



• CTA Compliance: ethical and risk management issues in representing clients.


• Helpful tips and resources for professional advisors to ease the burden of CTA compliance obligations and reduce the risk of penalties.

Plus: Charitable Planning Update from your JCF Team

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Monday, March 11, 2024

Registration: 11:30 am

Lunch & Program: Noon - 1:30 pm


Lodge at Torrey Pines

11480 N. Torrey Pines Rd., La Jolla, CA 92037

REGISTER HERE

$75 per ticket

Complimentary for 2023 TCA graduates.

CFP credits apply. MCLE credits pending approval.

 
 

Get to Know Nancy...


Nancy G. Henderson is a founding partner and co-managing partner of Henderson, Caverly & Pum LLP, Chair of the Estate Planning Group, and a member of the Trust Administration & Probate Group.


Nancy is a Fellow of the American College of Trust and Estate Counsel (ACTEC), where she has served on the Program Committee. She served a three-year term on the California State Bar Estate Planning Law Advisory Commission, which wrote and graded the legal specialist exam in Estate Planning, Probate and Trust Law.


From 1996 through 1999, Nancy served as a member of the Executive Committee

of the Taxation Section of the California State Bar. She is a member of the California Lawyers Association (Taxation and Trusts and Estates Sections) and the San Diego County Bar Association (Estate Planning, Trust & Probate Law Section and the Taxation Law Section).

 
 
Trusted Charitable Advisor

We will recognize and thank graduates from the following organizations for participating in the Trusted Charitable Advisor program.

Trusted Charitable Advisors

The Trusted Charitable Advisor (TCA) Program is a network of San Diego professional advisors dedicated to building relationships and integrating charitable planning as a strategy for achieving clients' overall goals.


The 2024 TCA cohort will open for registration soon. For more information, please contact

Mara Hochberg-Miller. (858) 279-2740 / mara@jcfsandiego.org

 

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Jewish Community Foundation San Diego

Individuals can make a difference; together we change the world.

info@jcfsandiego.org / www.jcfsandiego.org/pac

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