Cultivating collegiality and knowledge for the betterment of ourselves and our clients
Where do we go from here? What every professional needs to know about tax and estate tax planning – this week!
Speaker: Aridaman Shah Singh, J.D., M.A.
Understanding and Utilizing Collaborative Law
Speaker: Patricia Clark, Esq.
What CA business owners need to know about Cal Savers
Speaker: Scott Galbreath, Esq.
"Tip of the Iceberg"
What every professional should know about estate planning documents
Sheila Lamb Carroll, Esq. will present the recent tumultuous state of worker classification and independent contractor laws in California. Since the California Supreme Court’s 2018 Dynamex decision, Sheila has been advising her clients on how to adapt to the new “ABC test” that required many employers to shift their independent contractors to employee status. You have likely heard about the issues around employee classification for rideshare and delivery workers, but Dynamex and the legislation following it have greatly shifted the way all independent contractors and employers operate in many businesses throughout California. Sheila will update you on the status of worker classification in California, including the implications of the recently-chaptered AB-2257 and the potential outcomes of Proposition 22.
John Goralka will share a recent agriculture case in which his clients obtained a $2.7 million estate tax REFUND. Supplemental information was filed AFTER the original 706 return was prepared and filed by another firm. The REFUND was obtained AFTER an IRS AUDIT. John will review the factors of the original 706 return which indicated a savings may be possible, the steps he took to avoid the lien otherwise required for 6166 payments and how he negotiated with the IRS auditors. This happened in our backyard!
Join us to discuss current estate planning issues and best practices.
Hear other professionals perspectives. Bring an article related to estate planning to share.
Jeff advises clients in creating plans to preserve important family assets and minimize taxes.
Jeff’s practice focuses on tax and estate planning for high net worth individuals, particularly business owners and agriculture families. The balance of his practice is devoted to general estate planning, trust administration, probate, business entities, estate and gift tax returns, and property taxes.
Jeff is a partner at GVM Law LLP and is a certified specialist in Estate Planning, Trusts, and Probate law by the State Bar of California. He is a former member of the Estate and Gift Tax Committee for the State Bar of California and has enjoyed speaking on the subject of estate planning, tax, and business succession for the State Bar of California, the Continuing Education of the Bar (CEB), the CalCPA Education Foundation, and “in-house” presentations at banks, accounting firms, and professional associations.
Jeff currently serves on the board of the South Placer Estate Planning Council and is an active member of the J. Reuben Clark Law Society, the Sacramento Estate Planning Council, and the Placer County Bar Association.
Steve McCormick is a CPA with Kee & Associates. He began his career in 1996 with a large regional accounting firm in Northern California. Steve became the first Junior Accountant to be promoted to Senior Accountant after only two short years of service in the firm’s then 40+ year history. He views the challenges businesses face today as opportunities to provide creative, individually tailored solutions that improve his client’s businesses and quality of life.
Aridaman Shah Singh is a Corporate Vice President and Advanced Planning Consultant for New York Life Insurance Company, supporting agents of the Pacific Zone.
Ari is an engaging and thoughtful consultant, collaborating with agents, their affluent and business owner clients, and other professional advisors in the identification and implementation of optimal estate and business planning techniques.
Ari joined the Advanced Planning Group with solid credentials and valuable experience. As a legacy agent following in his father’s footsteps, Ari became skilled at assessing client needs and implementing sophisticated insurance-based planning solutions. Previously, Ari spent time with a renowned, non-partisan think tank in Washington DC, where he researched and authored scholarly papers, followed by private practice, writing and editing legal documents and analyzing business contracts.
Recognized as a diligent specialist, Ari is a valued resource for customized estate and business planning concepts and solutions.
Ari received his law degree from The Pennsylvania State University, The Dickinson School of Law, University Park, Pennsylvania; earned his Master of International Affairs degree from The Pennsylvania State University, University Park, Pennsylvania; and, his Bachelor of Arts degrees from the University of Southern California, Los Angeles, California. Ari is a member of the State Bar of California.
PHONE: 347.751.5422 EMAIL: arisingh@ft.newyorklife.com
Tim Murphrey received his BBA/Bachelor of Business Administration in Accounting at Texas A&M University, Corpus Christi. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a licensed California attorney with a JD/Juris Doctorate of Law from William Howard Taft University.
Tim has earned the honor of being a leading* advisor with broker dealers and organizations he has been affiliated with year after year. He is a regular speaker and has authored numerous articles on topics ranging from pension planning to estate tax.
Strengthening his community is important and he has devoted a significant amount of his time as a board member and volunteer for various non-profit organizations, including Sacramento Country Day School, the Good Samaritan Rescue Mission and various church and mission organizations.
Tim and his wife Andrea have been married for over 30 years and have two daughters, Jessica and Morgan. His hobbies include spending time with his family, golfing, bicycling, reading and participating in winter sports.
Ed will be focusing on sharing tools and techniques to utilize the best kept tax secret on a 1040 – which requires collaboration by an attorney, tax professional, and financial advisor.
What is so special about Schedule A, Line 19?
Simple to complex methods to better use this line, the rules, tax reporting, etc.
How to use this line to create an additional major source of retirement income.
Edward W. Cotney is a Family Wealth Counselor. His specialty is teaching attorneys, tax professionals, financial advisors, non-profit organizations, and families’ methods to implement planning strategies to reduce taxes, increase wealth, and “Make a Difference in the World”. Edward designs asset protection and tax strategies to reduce or zero out taxes for sales of highly appreciated assets to include securities, real estate, 1031 exchanges, business exit strategies and zero tax estate transfers. The firm is also well known for the development of simple to sophisticated tax designs, charitable planning, business planning, mergers, private placement, research and development tax credits, domestic international sales corporations and succession planning.
Steve Sapato
Corporate Trainer & Motivational Speaker
Ph: 563-370-4938
e-mail: steve@stevesapato.com
How to Grow & Refine your business!
Steve Sapato will be speaking on how you can 'Create more leads, more conversions and more happiness in your business with five simple steps.' Where Steve will be sharing laughter, creativity, and success to help you grow your business. Have you ever wondered why some businesses just blow away the competition? Have you ever wondered why some people succeed while others with greater talent don't? Have you ever left a meeting energized to do the things the speaker shared with you? Well, Steve Sapato is that kind of speaker. He will bring fun and energy along with ideas that will transform the way you look at your own business.
Why you will never Give out your business card again.
How you can be the most interesting person in the room.
What makes someone buy from you over your competition
How to double your income in less than twelve months
Why your website is one of your greatest disappointments
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Steve Sapato has been a professional speaker and corporate trainer for over thirty years. His expertise in business development and experience as a small business expert led him to implement his professional business coaching several years ago where he helps small business find greater success through creative and proven marketing strategies. His stories and humor typically lighten business meetings to help him reach his audience more effectively. He has been invited to share his opinions on Bullying on CBS Atlanta where he has been a frequent guest and his newest book is on Professional Business Networking, 'Become The Go-To Person For Your Own Success.'
Please join us for an in-depth look at workplace retirement plans! Pamela Stitt, a Pension Consutant & Cllient Advocate with Polycomp, will be discussing pension plans, 401(k) plans, and many other topics. She will address the following questions and topics:
Why have a retirement plan?
How much do you want to save & how much should you save?
Explore profit sharing plans, structures, types, and benefits
Which is better: Defined Benefit plans or Defined Contribution plans?
Plan limits and year-end planning
Join us as Roger Burke leads us in a discussion of the following issues involving timeshares:
Income tax planning for trust and estate distributions is an easily overlooked question when drafting trusts. Even when the time comes to administer a trust or an estate, tax planning for distributions may not get the attention it needs. The federal income tax rates punish trust and estates that accumulate more than a modest amount of income each year. Trusts and estates that hold interests in partnership or S corporations create another level of complexity. Add to that the state law rules that tell us which receipts are trust income and which are trust principal, and you set the table for tricky choices come tax time.
This session will give you practical guidance on the drafting choices and planning strategies to manage and minimize the tax consequences of making (or not making) distributions to estate heirs and trust beneficiaries.
Presented by Dean Bretney, JD, Principal, K-Coe Isom
Herb is a partner at Partner at Sinsheimer Juhnke McIvor & Stroh, LLP who focuses his practice on estate planning, trust, probate conservatorship, and trust litigation.
Please join us for Herb's discussion on client capacity, and issues to watch out for when assisting clients who may have diminished capacity.
Please join us every third Thursday for a no-host Happy Hour to mix, mingle, and network with your colleagues in Estate Planning!
Please join us every third Thursday for a no-host Happy Hour to mix, mingle, and network with your colleagues in Estate Planning!
Join us for an interactive discussion with Kelly Graves as he speaks about common snags in business succession planning. Kelly's practice is focused on managing and maximizing the interpersonal dynamics involved in building a successful multi-generational company. He plans to leave the last 15 to 20 minutes of his presentation open for Q & A, so please come prepared with questions about how to navigate any current conundrums your clients are experiencing!
Please join us every third Thursday for a no-host Happy Hour to mix, mingle, and network with your colleagues in Estate Planning!
Please join us every third Thursday for a no-host Happy Hour to mix, mingle, and network with your colleagues in Estate Planning!
Please join us every third Thursday for a no-host Happy Hour to mix, mingle, and network with your colleagues in Estate Planning!
Please join us as Dan discusses the many changes to the world of tax and estate planning in the aftermath of ATRA of 2012. Among the changes Dan will be discussing are: the increased importance of planning for the income tax implications of transfers, the interplay between valuation discounts and income tax basis, and the allocation of capital gains between trusts and beneficiaries.
Please join us as Steve regales us with stories from the front lines of prosecutions involving Medi-Cal Fraud or Elder Abuse cases. He will be providing insight into this increasingly important area of the law based on his almost 20 years of experience as an Elder Abuse prosecutor both as a Deputy District Attorney and now as a Deputy Attorney General.
"Pass The Business, Please: How to Transition the Family Company to the Next Generation"
Please join us as Lois discusses the finer points of business succession planning. She will be providing trips and tricks on everything from avoiding the pitfalls most likely to derail a family business, to getting a business back on track, to managing sibling rivalry.
