January 2017 Lunch and Learn

Orange County Advisors in Philanthropy (OC AiP) invites members to a Lunch and Learn discussion on Thursday, January 26, 2017. Dan Whittaker, CPA, CEPA, will guide you through the topic of philanthropy as it related to the sale of a closely held business. Join us for this lunchtime conversation that will prepare you to present a useful and often unexpected solution for your clients.

Dan Whittaker is the managing partner of Whittaker & Company CPAs. He is a Certified Exit Planning Advisor (CEPA) and currently serves as President of the Southern California Chapter of the Exit Planning Institute (EPI), a global think tank dedicated to continuing education, collaboration and networking among advisors with a commitment to helping privately-held business owners successfully transition their businesses.

This lunch discussion is generously sponsored by Richard Ward, CFP, of Stifel.

Dan Whittaker, CPA, CEPA
Managing Partner, Whittaker & Company CPAs


Speaker Series
Center Club
650 Town Center Drive
Costa Mesa, CA 92626


Thursday, January 26, 2017
12:00 p.m. – 1:30 p.m.


The cost to OC AiP Members is $25 each. RSVP early (space is limited to 14)

We appreciate your participation in OC AiP and encourage you to bring one guest who you feel would benefit from this topic and connecting with our work. We look forward to seeing you there!

The event is finished.