CPA Business Managers – San Fernando Valley (Fourth Wednesday)
March -Dark/No Meetings
BELOW ARE FUTURE MEETING DATES NOT YET AVAILABLE ONLINE. PLEASE CHECK BACK
Topic: Long Term Care Insurance Date: Wednesday, April 28 Speaker: TBA
Topic: Insurance Date: Wednesday, May 26 Speaker: John Hohman, CAMICO
Topic: CAMICO, Litigation Avoidance Date: Wednesday, June 23 Speaker: John Hohman, CAMICO *Note: 2 hour special program Location: USB, 15821 Ventura Blvd., Suite 670, Encino
Topic: Build Your Revenue Now Date: Wednesday, July 28 Speaker: Mark Fowler & Barry Pinsky *Note: 3 hour special program Location: USB, 15821 Ventura Blvd., Suite 670, Encino
BELOW ARE FUTURE MEETING DATES NOT YET AVAILABLE ONLINE. PLEASE CHECK BACK.
Topic: Funding Stale Trusts; How Many Years Can I Wait? Date: Wednesday, May 12 Speakers: Ashely Risner, Esq. & John Jacobson, Esq.
Topic: Estate Planning for N0n-Taxable Estates-Why Bother? Date: Wednesday, June 9 Speakers: Nelson Handy, Esq. & Mitch Freedman, CPA
Topic: CPA as Trustee-Should You? Date: Wednesday, July 14 Speakers: Steve Lowe, Esq. & Judge Ed Ross
Topic: Estate Planning with Atypical Spouses (Non resident, Non citizen, Multiple Exes, Pre & Post Nups, ect.) Date: Wednesday, August 11 Speakers: TBA
Topic: Income Tax Planning & Issues for Fiduciares (Fed & Ca), Including Why You Need to Keep Your Trust Out of California Date: Wednesday, September 22 (note date change) *JOINT MEETING WITH THE TAXATION COMMITTEE
Speakers: Bill Downs, CPA & (trust officer)
Topic: FLP Planning in Light of IRS Challenges-Update and Opportunities Date: Wednesday, October 20 (note date change) *JOINT MEETING WITH THE TAXATION COMMITTEE Speakers: Bill Weintraub, Esq. & Kip Dellinger, CPA