Wednesday, Nov. 11 Speakers: Maureen Cronin and Jennifer Honey, Esq.
Come out and learn all there is to know about Estate Planning. We will cover all the basics you need to review about Estate Planning issues. Review updated estate planning strategies based on recent developments and a multi-phased perspective to tax planning. Learn to maximize your opportunity as the client's "most trusted adviser" in the estate planning and succession process. Examine commonly encountered estate planning opportunities.
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)
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.
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.
