Estate Planning State Committee

Mission: To foster the high quality of services provided by members of CalCPA in the field of estate planning, through advocacy, education and the provision of resources to CalCPA members.

* This is a state committee with corresponding chapter committees.

2018-20 Chair:

  • Eileen Sheridan

June 5: PSV and SVSJ Chapters Present the 17th Annual Estate Planning Symposium

The CalCPA Peninsula Silicon Valley and Silicon Valley San Jose chapters' estate & trust groups are proud to present this half-day symposium co-hosted by the Santa Clara County and the Peninsula Estate Planning Councils. This year's symposium will focus on "Charitable Planning Under the New Tax Regime."

We will take a closer look at philanthropic trends and understand the new 2017 tax act and its potential impact on charitable planned giving. Through this, we will be able to help our clients maneuver the sunsetting provisions of these laws against their long term wealth transfer objectives. You will learn when to use certain charitable planning techniques as well as their various tax compliance regulations. Our speakers will go into a deep dive on these various techniques and our case study will give examples of potential situations you may encounter with your clients.

11:15 a.m.-5 p.m.

Location: San Jose Doubletree
Member Early Bird/$150
Nonmember Early Bird/$185