Business Owner Forum & Professional Luncheon (Nov. 2008)

Self Directed IRA Investments (Oct. 2006)
Royse Law Firm hosted a special luncheon presentation on self directed IRA investments by Kathy Holcomb, Business Development Officer, West Coast, for PENSCO Trust Company. Kathy will discuss real estate investing and private placements through self directed IRA’s at Four Seasons Hotel Silicon Valley.

SVSJ PFP Committee—Emerging Issues (Sept. 2008)

Pre-Transaction Planning (June 2006)
Royse Law Firm hosted a special luncheon and presentation to explore Bernstein Global Wealth Management’s latest research on pre-transaction planning. Chris Clarkson, Director of Bernstein’s Wealth Management Group, spoke on lifestyle, multigenerational, and philanthropic planning at Four Seasons Hotel Silicon Valley.

Section 409A Presentation hosted at The Angel's Forum (June 2006)
RoyseLaw participated in a presentation to Angel's Forum on Code section 409A with WTAS.