BURLINGAME, CA / AGILITYPR.NEWS / June 24, 2021 / MEDIA ADVISORY
The California Society of Certified Public Accountants to Hold Estate and Trust Planning Virtual Webcast on July 12-16, 2021
BACKGROUND:
Five Days of Information—Completely Customizable Experience
We’re living in uncertain times. Now more than ever, clients are thinking about whether they have their affairs in order and if their loved ones and assets are protected should something happen to them. Join CalCPA for the “Estate and Trust Planning Virtual Conference” on July 12–16, 2021 (presented in five, 4-hour days). Participants will hear from national experts who are dedicated to keeping CPAs, attorneys and financial planners on top of recent developments related to COVID-19, the new administration’s plans, the SECURE Act, tax hazards, as well as changes within estate and trust planning.
VIDEO OVERVIEW OF THE CALCPA 2021 ESTATE & TRUST PLANNING VIRTUAL CONFERENCE
OBJECTIVES OF THE ESTATE AND TRUST PLANNING LIVE WEBCAST:
- Identify ways to maximize the worth of clients' estates.
- Determine specific non-tax reasons for estate planning and learn what's new.
- Recognize ways to take advantage of changes in estate planning to build a practice.
MAJOR SUBJECTS:
- Sourcing of Income
- Dealing with Trust and California Taxes
- Asset Protection
- Navigating the Tax Hazards of Cross-Border Estate Planning
- Top Tax Techniques, Traps, Trip Cords and Rip Cords with Multi-State Trusts
- Top Tax and Estate Planning Techniques Today (COVID-19 and Congress)
- “From Bad to Worse: The Income Taxation of Trusts After Tax Reform”
- 2021: Washington Update: Review of Biden’s Plan
- The Impact of Prop 19
- 2021: Recent Developments (Federal and CA)
- Basis Planning and Anomalies with Partnerships, Grantor Trusts & Unitary Basi
- S-Corps and Partnerships Held in Trusts (Deep Dive)
- Positioning Client for U.S. Code 6166 Deferral
- Planning After SECURE
- Estate Planning Using Charitable Vehicles
- 706s and 709s: Preparation Issues
- Income Taxation of IDGT Sales and Promissory Notes: During Life, at Death and After Death
- Income Taxation of Trusts and Estates
- Grantor Trusts
WHERE: LIVE WEBCAST – Go to CALCPA for updates and to register
WHEN: July 12-16, 2021 (8:30 a.m. to 12:30 p.m. for 5 days – 4 hour program)
SPEAKERS:
- Elliot Shell, CPA, MBA, Partner at Maginnis Knechtel & McIntyre LLP
- Chris Parker, Esq., Senior Manager at Moss Adams
- Harry L. (Hank) Gutman of counsel to Ivins, Phillips & Barker
- Tabetha Peavey, Esq., Tax & Wealth Planning Associate at Venable LLP
- Jay Adkisson, Esq., Managing Partner at Adkisson Pitet LLP
- Bryan Kirk, Esq., TEP, CFP, Director, Financial & Estate Planning at Fiduciary Trust Company International
- C. David Spence, Esq., Partner at Berliner Cohen LLP
- Paul Lee, Esq., Chief Tax Strategist at Northern Trust Corporation
- Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®, Adjunct Professor at Golden Gate University, ACTEC Fellow
- Andrew M. Katzenstein, Esq.is a partner at Proskauer Rose LLP
- Jeremiah W. Doyle IV, Esq., Senior Vice President at BNY Mellon Wealth Management
- Mary Kay Ann Foss, CPA of Mary Kay Foss, CPA
- Jonathan Lurie, Esq., partner at Venable LLP
- Ted R. Batson, Jr., JD, MBA, CPA, Partner & Tax Counsel at CapinCrouse
- Keith Schiller, Esq. Owner at Schiller Law Group
- Robert Keebler, CPA, PFS, MST, AEP (Distinguished), Partner at Keebler & Associates, LLP
- Jacqueline Patterson, Esq., MBT, CPA, Owner of Buchanan & Patterson, LLP
- Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, Owner of Shenkman Law
- David Warren, Co-Founder & Chairman of the Board of Bridgeford Trust Company
- Paula Leibovitz Goodwin, Esq., Partner of Perkins Coie LLP
- Caitlin Carey, Esq., Partner of Perkins Coie LLP
SPONSORS:
- BPM LLP: Gold
- Empire Valuation Consultants: Silver
- Fiduciary Trust International: Silver
- Seiler LLP: Silver
- Abbott, Stringham & Lynch: Bronze
- BNY Mellon Wealth Management: Bronze
- First Republic Bank: Bronze
- Frank Rimerman + Co. LLP: Bronze
- Joseph J. Blake and Associates: Bronze
- Peninsula Estate Planning Council: Bronze
- South Dakota Trust Company LLC: Bronze
To view the CalCPA 2021 Estate and Trust Planning LIVE WEBCAST please go to the conference WEBSITE for updates and to also register.
About CalCPA
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 43,000 members in public practice, private industry, academia and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually. More information is available online.
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For Media:
David Colgren
Colcomgroup
(917) 587-3708
dcolgren@colcomgroup.com