Our annual Estate Planning Symposium will cover proposed regulations related to preparer penalties; estate and gift tax cases and rulings; donating real estate to charity; and the pitfalls of using LLCs and limited partnerships in estate planning, among other topics.
This year’s keynote speaker will be Kip Dillinger, CPA, author of The Practical Guide to Federal Tax Practice Standards for CCH and chair of the AICPA’s Tax Practice Responsibilities Committee. Other speakers include Chris Nicholson, San Francisco Foundation; Kevin Crilly, director of gift planning, University of California, Berkeley; Andrew Zabronsky, Evans, Latham & Campisi; and Michael Burnstein, Heller Ehrman, LLP and an adjunct faculty member at Golden Gate University School of Law. Date: Tuesday, Nov. 4 RSVP:Online
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Partners Forum Luncheon Designed for partners, sole practitioners and other CPA executives, this event will provide updates on human resource issues, such as exempt vs. nonexempt and M&A trends with CPA firms.
Date: Wednesday, Nov. 12
For more information or to register, contact Soco Davenport.
Tax Night During this dinner/networking event, guest speaker, Gary McBride, attorney and CPA, will discuss individual tax developments over the past year, including new laws, cases, rulings and regulations.
Date: Tuesday, Dec. 9
Get more information or register online.
Federal and California Tax Update for Individuals Gary McBride and Tom Daley team up to review and analyze new legislation, regulations, cases, rulings and other administrative developments affecting individual taxpayers.
Date: Thursday, Dec. 11
RSVP:Online
From technical committees to discussion groups, the East Bay Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.
