Woodland Hills Tax and Estate Planning Council Inc

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463611920

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Address: 5850 Canoga Ave Ste 400, Woodland HillsWeb: Sign in to see organisation websiteICO: 463611920

Woodland Hills Tax & Estate Planning Council - Membership Association in Woodland Hills, CA Next Meeting Thursday March 13 2025 Monthly Meeting Site Links WOODLAND HILLS TAX ESTATE PLANNING COUNCIL We are a nonprofit organization whose specific purpose is to promote the common interests of estate and tax planning professionals in and around the West San Fernando Valley. The mission of the Woodland Hills Tax Estate Planning Council Inc. is to promote the highest quality estate and tax planning services by developing and improving the capabilities of Council members. Our organization consists of attorneys accountants trust officers insurance and financial planners planned giving professionals and others whose businesses are related to or include a strong interest in estate and tax planning.

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Olga

1. How can our council better support members in staying updated on the latest changes in estate and tax planning regulations?

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Margaret

πŸ‘ Kudos to the Woodland Hills Tax & Estate Planning Council for all the hard work in promoting quality services and resources for our community! Together, we can support each other and ensure our clients receive the best guidance possible. Keep it up! πŸ™Œβœ¨

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Denise

2. What strategies can we implement to encourage collaboration among different professional disciplines within our organization to enhance client services?

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Victor

🌟 Excited for the upcoming meeting on March 13, 2025! It's a great opportunity to connect with fellow professionals and enhance our skills in estate and tax planning. Let’s make a positive impact together! πŸŒ³πŸ’Ό

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