LA Hollywood/BH DG: Choice of Entity After the Tax Cuts & Jobs Act 2017 | G3040618B

Date :
June 8, 2018 11:30 AM - 2:00 PM
Location :
West Los Angeles
Facility :
Billingsley's Restaurant
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Level of Difficulty :
Update
CPE Credits :
CPE 2.00, MCLE 1.50, CFP 2.00
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Under the new tax law, the Tax Cuts and Jobs Act (TCJA), there are serious tax implications that come with choosing an entity structure. Bill Staley, Esq. and Jacob Stein, Esq. will walk through the changes to this process and discuss new entity formation strategies.

Objectives:

  • Recognize new entity formation strategies after the TCJA 2017.
  • Identify changes to traditional entity formation strategies. 
  • Determine the best entity form to meet your clients (and your) needs.

Major Subjects:

  • Tax Cuts & Jobs Act 2017 
  • Entity Formation: LLC, S-Corp or C-Corp
  • Entity Formation Tax Strategies

Advanced Prep:

None.

Misc. Information:

Online registration is closed the day of the meeting. We encourage you to register in advance as spaces are limited. If you would like to attend and pay at the door, please call Program Associate Tracey Zink at (818) 546-3554 to ensure there is still space available.

Plan to arrive at 11:30 a.m. Program starts promptly at 12:10 p.m and lunch will not be served during the presentation.
•Fees: $38/member, $48/nonmember
•Add $5 for same day and at door registration
•Parking and lunch included . Please make sure to indicate your lunch choice: steak, chicken, fish or vegetarian. If a selection is not made it will be at the discretion of the restaurant.
•Address: Billingsley's Restaurant, 11326 W Pico Blvd, Los Angeles, CA 90064
Level of Difficulty:
Update
Field of Interest:
Taxes
Prerequisites:
Some knowledge or experience in taxation is recommended.
Designed For:
CPAs, attorneys and other professional staff.

Instructors

William C. Staley, Esq.
Bill Staley practices law in Woodland Hills. His clients include many closely-held businesses, several S corporations, and a few nonprofit organizations. He frequently advises clients who are starting, buying, selling, reorganizing or dissolving business entities. Staley is a graduate of the CSUN School of Business and the UCLA School of Law. He is a past chair of the Taxation Section of the Los Angeles County Bar Association and an active member of the S Corporation Committee of the ABA Tax Section. He is a frequent speaker on tax and business law topics.
Jacob Stein, Esq.
Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in private wealth legal work, including sophisticated asset protection and estate planning, structuring international business transactions, and complex U.S. and international tax planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named “A Super Lawyer” by the Los Angeles Magazine for many years running, and is one of “America’s Most Honored Professionals 2016”, by the American Registry. Over the course of his career Mr. Stein has completed over 3,000 asset protection transactions and has represented officers and directors of Fortune 500 companies; Forbes 400 families around the world; celebrities; high-profile entrepreneurs; hedge fund managers; private equity funds; wealthy foreigners doing business in the United States and many more. He is the author of several books, numerous scholarly articles and technical manuals. His recent works include his book: A Lawyer’s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures – A Concise Guide for Attorneys & Business Owners, published in 2014. Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 50 seminars per year. His presentation topics include: Advanced Asset Protection Planning, Advanced Estate Tax Planning, Tax Planning for Cross-Border Joint Ventures, A Foreigner’s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group, Lorman Education Services and many more. For the past ten years he has been an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program. Mr. Stein is a member of several international legal networks, including: Union Internationale des Avocats, International Practice Group, IR Global, and the International Bar Association.
No Agenda or Materials posted.