REGISTRATION STATUS:
Online Registration for this event is closed. Please contact your Program Associate or Customer Services.
By covering topics ranging from property tax planning and discount valuations to Roth IRA conversions, this event never disappoints. This year¹s symposium also features Keith Schiller discussing CPAs in motion pictures and the important lessons they teach us about estate planning. Moderator: Anna Maria Galdieri, CPA
Thanks to our sponsors: Mechanics Bank and The East Bay Community Foundation.
Download event flier.
| Tuesday, November 03, 2009 |
| 1:00pm - 5:15pm (Registration at 12:30pm) |
| Round Hill Country Club, Alamo |
| East Bay Area |
4.0 Estate Plan/Trust
4.0 MCLE (Min Cont Legal Educ)
4.5 CFP-Estate Planning
4.5 CPE (Continuing Professional Education) |
Mary Kay A. Foss , CPA
/
Keith Schiller Esq JD, MBA
/
Carsten Hoffmann
/
James S. Bone , CPA, CMI
|
| Taxes |
| Group Live |
| Intermediate |
| $105 CalCPA Members, $105 Nonmembers |
Update estate, gift and trust tax issues for professionals working in these areas.
Property tax planning traps: Overview of change in ownership and current issues
The current state of discount valuations
Estate Planning At The Movies - Do You Remember When?
Roth IRA Conversions: Is this the time?
CPAs, attorneys, trust officers and financial planners who work in the estate planning arena.
A basic understanding of estate, and gift taxes and income taxation of trusts.
None.
Early bird discount when registered by Oct. 29. Join us for a reception after the program.
