1. L. A. CHAPTER OF THE CALIFORNIA SOCIETY OF C.P.A.s
ESTATE PLANNING COMMITTEE
CALENDAR of MEETINGS
2014
January 8, 2014
Bob Birgen
NICOLE PEARL, ESQ. & GREGORY BARTON, CPAPlanning for Non-Traditional Couples
February 12, 2014
Nelson Handy
xxxxxx, ESQ. & xxxxx, ESQ.
- 18th Annual I.R.S. Meeting
March & April 2014
(no meetings- tax season)
May 14, 2014
Tim Anderson
REYNOLDS CAFFERTA, ESQ.- Dusting Off the Old
CRT (Charitable Remainder Trust)
June 11, 2014
BRUCE GIVNER, ESQ. & BILL DOWNS, CPAPrudent Investor Rule and Fiduciary Investing
July 9, 2014
CORY STIGLE, ESQ. & Handling Tax Controversies Arising Out of Estate Planning
August 13, 2014
September 17, 2014
(NOTE DATE CHANGE)
(Joint meeting with Tax Committee )
JANE PEEBLES, ESQ. & MICHAEL KARLIN, ESQ.International Income Tax and Estate Tax Planning &
Related Issues
October 22, 2014
(NOTE DATE CHANGE)
(Joint meeting with Tax Committee)
(Portability and ?? )- Tax committee request
November 12, 2014
December 10, 2014
ANDY KATZENSTEIN, ESQ. - Year-End Estate & Gift Update
- New Cases, Rulings & Legislation
For additional information regarding this committee:
http://www.calcpa.org/LA/estate