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Governmental Accounting and Auditing

CPA Answerline

Los Angeles Chapter
Estate Planning Committee

Meetings:

LA Estate Planning Committee: Case Studies in Pensions and IRAs - G2100612 - Wednesday, June 13 - Los Angeles
Join us as Alex Brucker, partner with Brucker Morra, will discuss the things that commonly go wrong with small business retirement plans and the implications those errors can have on estate planning.
LA Estate Planning Avoiding Malpractice in Estate Planning (including war stories) - G2100712 - Wednesday, July 11 - Los Angeles
Participants will learn loss prevention skills and techniques that professionals should consider when performing advanced estate planning services in light of the current legal and professional environment.

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2012-2013 Prepaid registration form.

View the outline from the Feb. 10, 2010 meeting with the IRS.

Financial Empowerment Podcast

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.