CalCPA To Hold Estate and Trust Planning Virtual Webcast

Virtual Webcast July 27-28, 2020

BACKGROUND: Advisers are relied upon more heavily to provide perspective and clarity as legislation and regulation evolves. Don't miss this annual conference 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.

  • Identify ways to maximize the worth of clients' estates.
  • Determine specific non-tax reasons for estate planning and learn what's new.
  • Recognize ways to take advantage of changes in estate planning to build a practice.
  • 2020 New Developments in Estate and Trust Planning – especially related to COVID-19 
  • Grantor Trusts: The Rules and the Planning Tools
  • Elder Law and Capacity Issues Including Capital Gains in DNI
  • California Income Tax in Trust
  • Ways of Deferring and Mitigating Tax
  • S Corps and Partnerships
  • Is Estate Planning Dead for Those Not Subject to the Estate Tax?
  • The SECURE Act and Estate Planning
  • Washington Update
  • Workshop: Generation Skipping Trust (GST)
WHERE: Webcast | Visit our conference webpage for registration details.

WHEN: July 27-28, 2020 | 8:30 a.m.–4:45 p.m.  

  • Jeremiah W. Doyle IV, estate planning strategist, BNY Mellon's Private Wealth Management group and a senior vice president of Bank of New York Mellon
  • Mary Kay Ann Foss, CPA ,of Mary Kay Foss, CPA 
  • Kevin Ghassomian, Esq., partner, Venable LLP
  • Rebecca Goldfarb, law partner, Dinh Luu
  • Harry L. (Hank) Gutman, of counsel, Ivins, Phillips & Barker
  • Donita M. Joseph, partner, tax & accounting services, Windes, Inc. 
  • Andrew M. Katzenstein, Esq., partner, Proskauer Rose LLP
  • Jonathan Lurie, partner, Venable LLP
  • Elliot Lewis Shell, CPA, tax partner, Maginnis Knechtel & McIntyre LLP
  • Steven G. Siegel, Esq., president, The Siegel Group
  • First Republic Bank: Gold
  • Whittier Trust Co.: Silver
  • South Dakota Trust Company LLC:  Bronze
  • BNY Mellon Wealth Management:  Bronze
  • BPM LLP: Bronze
  • Wells Fargo Bank: Bronze
  • Empire Valuation Consultants: Supporting  
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, 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. More information is available online.
# # #