L.A. CPA Estate Planning Committee 2016 Meeting Calendar
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L.A. CPA Estate Planning Committee 2016 Meeting Calendar
- 1. L. A. CHAPTER OF THE CALIFORNIA SOCIETY OF C.P.A.s ESTATE PLANNING COMMITTEE CALENDAR of MEETINGS 2016 January 13, 2016 DR. CAROLYN FRIEND & DR. JAMES WEINER- Tim Anderson When Governance in Not Enough: What is Really Going on Behind the Money February 10, 2016 DAVID FOGEL, ESQ. Bob Birgen - 20th AnnualI.R.S. Meeting March & April 2016 (no meetings- tax season) May 11, 2016 WILLIAM FINESTONE, ESQ.- Community Property (chair OPEN) Issues in Estate Planning June 8, 2016 July 13, 2016 August 10, 2016 September 21, 2016 BRYAN KIRK, ESQ.- Estate Income Tax Planning (NOTE DATE CHANGE) (Joint meeting with Tax Committee) (chair OPEN) October 19, 2016 (NOTE DATE CHANGE) (Joint meeting with Tax Committee) November 9, 2016 December 14, 2016 ANDY KATZENSTEIN, ESQ. - Year-End Estate & Gift Caitlin Sandoval Update - New Cases, Rulings & Legislation For additional information regarding this committee: http://www.calcpa.org/members/technical-resources/estate-planning-and-trusts/la-estate-planning