Los Angeles Chapter Estate Planning Committee

The Tax and Non-Tax Aspect of Succession Planning in Buy/Sell Agreement

Wednesday, Jan. 14 | Program Chair: Andrew Welzel

Speaker: William Weintraub, Esq. with Jeffer, Mangels Butler & Marmaro LLP
Mr. Weintraub is a senior tax partner with Jeffer Mangels Butler & Marmaro. His practice emphasizes estate planning, transactional tax planning and tax controversy. Bill's typical clients are family business owners, wealthy individuals, athletes and entertainers. He is a frequent speaker for CalCPA and the AICPA.

Committee resources

2008 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: Note change in fee schedule: $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.

Valuable Estate Planning Resources

steering committee

Chair: Michael Allmon
Members
Timothy Anderson (Aug. Program Chair)
Robert Birgen
Ralph Bovitz
Geoffrey Bremer (Sept. Program Chair)
Dan Delaney (Nov. Program Chair)
William Downs
Richard Gilbert (June Program Chair)
Nelson Handy
John Jacobson
Ashley Risner (July Program Chair)
Andrew Welzel (Oct. & Dec. Program Chair)

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.