BURLINGAME, CALIFORNIA / AGILITYPR.NEWS / June 18, 2020 /

MEDIA ADVISORY

The California Society of Certified Public Accountants to Hold Estate and Trust Planning Virtual Webcast on July 27-28, 2020

BACKGROUND:

Advisers are relied upon more heavily to provide perspective and clarity as legislation and regulation evolves Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

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:

·     2020 New Developments in Estate and Trust Planning – especially related to COVID-19

·     Grantor Trusts: The Rules and the Planning Tools

·     Elder Law and Capacity Issues Including Capital Gains in DNI

·     California Income Tax in Trust

·     Ways of Deferring and Mitigating Tax

·     S-Corps and Partnerships

·     Is Estate Planning Dead for Those Not Subject to the Estate Tax?

·     The SECURE Act and Estate Planning

·     Washington Update

·     Workshop: Generation Skipping Trust (GST)

WHERE: LIVE WEBCAST – Go to CALCPA for updates and to register

WHEN: July 27-28, 2020 8:30 a.m. to 4:45 p.m.

SPEAKERS:  

·     Jeremiah W. Doyle IV is an estate planning strategist for BNY Mellon's Private Wealth Management group and a senior vice president of Bank of New York Mellon

·     Mary Kay Ann Foss, CPA of Mary Kay Foss, CPA

·     Kevin Ghassomian, Esq, Venable LLP

·     Rebecca Goldfarb, law partner, Dinh Luu

·     Harry L. (Hank) Gutman of counsel to Ivins, Phillips & Barker

·     Donita M. Joseph is a partner, tax & accounting services, at Windes, Inc. 

·     Andrew M. Katzenstein, Esq.is a partner at Proskauer Rose LLP

·     Jonathan Lurie is a partner at Venable LLP

·     Elliot Lewis Shell, CPA is a tax partner at Maginnis Knechtel & McIntyre LLP

·     Steven G. Siegel, Esq.is president of The Siegel Group

SPONSORS:

·     First Republic Bank: Gold

·     Whittier Trust Co.: Silver

·     South Dakota Trust Company LLC: Bronze

·     BNY Mellon Wealth Management: Bronze

·     BPM LLP: Bronze

·     Wells Fargo Bank: Bronze

·     Empire Valuation Consultants: Supporting

To view the CalCPA 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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