Join us for the 15th annual meeting with the Internal Revenue Service to hear speaker David N. Fogel, Esq., attorney-advisor with the IRS/Estate & Gift Tax Policy. He will provide an update on IRS structure for addressing estate and gift tax...
Preparing for the End of Life—CPA Mike Allmon has advised several clients on what they should do to
make sure their estates are disposed of as they would wish. He covers
wills, living trusts, letters of instructions, and powers of attorney in
this podcast.
Download the podcast
(Mp3, 5Mb)
Estate Planning Committee Purpose
The purpose of this committee is to provide resources and continuing
education credits to members of the Los Angeles Chapter of CalCPA and
allied professionals in the estate planning area. These resources will
be provided by holding technical discussion meetings; providing answers
to brief technical questions; and by providing speakers to other Society
committees, and members of the Society in the field of estate planning,
and by inviting allied professionals inestate planning to participate
actively on the committee.
The committee will be managed by a Steering Committee that welcomes
active participation by allied professionals. The Steering Committee
will plan the committee's format, appoint the officer positions, plan
speakers& topics, etc.
Committee Resources
2012 Meeting Calendar 2011 Meeting Calendar
The committee meets the second Wednesday of the month unless otherwise
noted from 11:30 a.m. –2 p.m. at the
Olympic Collection
; 11301 Olympic Blvd.; Los Angeles, CA 90064.
CPE:
2 hours
Cost:
$40/member; $50/nonmember; without RSVP add: $10 (payment received 3
days prior to meeting)
Discussion Forum
Our Estate Planning Forum provides a place for professionals to post or
answer questions.
LinkedIn Group
Join
our LA Estate Planning Committee on Linked In
