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2009-11-19 November Breakfast

November Breakfast – "Working With Other Professional Advisors"
Thursday, November 19, 2009
 
The most successful of advisors rarely accomplish what they do on their own.  It's the relationships they form with attorneys, accountants, portfolio managers and other trusted advisors that build the network to succeed at the levels they do.  For this month's speaker we are delighted to have George L. Smith, JD, LLM, CPA of Smith & Zuccarini, PS.
 
George has practiced law (and public accounting) for over 25 years.  George has a special interest in, as well as substantial experience, assisting owners of closely-held businesses plan for the orderly transition of business ownership to family members, key employees or outsiders.  George is active in the Washington and California Bars, and earned a CPA certificate in Washington and California (now inactive). He graduated magna cum laude in economics and accounting from Claremont McKenna College, and earned law degrees from the University of California at Davis (J.D.) and the University of Florida (LL.M. in Taxation). Prior to founding Smith & Zuccarini, P.S. in 1995, George was a partner in the Northwest regional law firm of Foster Pepper & Shefelman. Before that he worked for Graham & Dunn, in Seattle, and for Touche Ross & Company, a “big eight” public accounting firm (now Deloitte & Touche, PLLC), in that firm’s San Francisco and Los Angeles offices. George is Past-President of the East King County Estate Planning Council, is a long-time member of the Seattle Estate Planning Council, and is active in various legal and accounting professional organizations. He speaks and writes frequently for professional and lay audiences on estate planning and business succession topics.
 
LOCATION:
                    McCormick & Schmick's Harborside
                    1200 Westlake Avenue N
                    Seattle, WA 98109
TIME:
                    7:30am Registration
                    8:00-9:00am Program & Buffet Breakfast
COST:
                    Free to paid chapter members
                    Free to first-time guests
                    $25 for Non Members
REGISTER:
                    By email - events@naifase.org
                    By phone - Call Jenna Olson @ (206) 285-4066
 
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