2022 CalCPA Estate and Trust Planning Conference

Advisers are relied upon more heavily to provide perspective and clarity as legislation and regulation evolves. Don't miss the 2022 CalCPA Estate and Trust Planning Conference on July 21-22 dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

Also, reserve your room at the Hilton Universal City—$279 per night—through this link or call (818) 623-1434, and use code CPA. Room block expires June 21.

  • New Developments: Federal and California Update
  • IRS Audits of Estate Tax Returns
  • New RMD Rules, Roth Conversions and Estate Planning for Large Retirement Plans
  • Update from Washington Regarding Tax Law Changes
  • Helping Your Clients Reduce, Defer or Eliminate Capital Gains Taxes
  • Trust Reformation and Decanting Update
  • Hot Topics in International Tax and Estate Planning and Considerations for Transfers to Non- U.S. Citizen Spouses
  • Valuation of Notes
  • The Feasibility of Using IDGTs and How You Use It
  • Planning for Changing Exemption in 2025
  • Flow Through Entities and Impact on Trusts
  • Changing Exemption Panel Discussion
  • Charitable Planning
  • Special Needs Trusts



  • In person: July 21-22 | 8:30 a.m. to 4:30 p.m. PST
  • Virtual: Aug 11-12 | 8:30 a.m. – 4 p.m. PST 

SPEAKERS (Read more about our speakers online):  

Andrew Katzenstein, Esq., Partner at Proskauer Rose LLP
Jonathan Lurie, Esq., Partner at Venable LLP

Bryan Kirk, Esq., TEP, CFP, Director, Financial & Estate Planning at Fiduciary Trust Company International

Jeremiah W. Doyle IV, Esq., Senior Vice President at BNY Mellon Wealth Management
Jacqueline Patterson, Esq., MBT, CPA, Owner at Buchanan & Patterson, LLP
Justin Alt, Counsel at Willkie Farr & Gallager LLP
Steven E. Trytten, Esq., MBA, Partner at Henderson, Caverly, Pum & Trytten LLP
Owen Kaye, Managing Partner at KFB Rice, LLP
Melody Soroudi, Willkie Farr & Gallagher LLP
John W. Porter, Partner at Baker Botts
Michael Townsend, Managing Director at Charles Schwab & Co., Inc.
David Gaw, Founder at Gaw Estate Planning
Steven Siegel, JD, LLM, President at The Siegel Group
Donita M. Joseph, CPA, MBT, Partner, Tax & Accounting Services at Windes
Kevin Urbatsch, Esq.
Anna Soliman, Managing Director and Trust Counsel at Fiduciary Trust Company International

  • Gold: Paychex
  • Silver: BPM LLP; BMT LLP
  • Bronze: First Republic Bank; Foundation Source

About CalCPA
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 43,000 members in public practice, private industry, students, academia and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually. 


David Colgren 
Colcomgroup, Inc.
Email | (917) 587-3708