Los Angeles Chapter Estate Planning Committee

14th Annual IRS Meeting

Wednesday, Feb. 10

Please join us for our 14th annual meeting with the head of LA IRS Estate & Gift.

Ms. Taborn, Esq. will be presenting with Attorney Mr. Perlmutter, Esq., CPA from the Estate & Gift audit group. They will also address audit flags as well as common error that may unnecessarily result in increased scrutiny of gift or estate tax return. The speaker will educate the attendees regarding understanding and providing the information the auditors are looking for on gift and estate tax returns.

Financial Empowerment Podcast

Preparing for the End of Life —CPA Mike Allmon has advised several clients on what they should do tomake sure their estates are disposed of as they would wish. He coverswills, living trusts, letters of instructions, and powers of attorneyin this podcast. Download the podcast (Mp3, 5Mb)

Committee resources

2010 Meeting Calendar [PDF]

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

New and Improved! 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

Valuable Estate Planning Resources

steering 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.