Estate planning 2014

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Estate planning 2014

  1. 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

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