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Avoid tax gotchas in settling estates
An expert in estate tax will share how, at this month's CalCPA luncheon in Marin
Want to know more about what the Internal Revenue services considers to be valid criteria for gift tax deductions? Learn from an estate tax expert while lunching with tax and legal professionals, Wed., Mar. 18, when the Marin Chapter of CalCPA hosts its next event.
The luncheon sponsored by the California Society of CPAs Marin Chapter will run from 12 noon to 1:30 p.m., and will feature estate planning attorney James O’Brien as the speaker. Mr. O’Brien will discuss how to avoid estate and gift tax audits, valuation issues, and potential penalties.
Mr. O’Brien specializes in irrevocable trusts, closely held businesses and multi-generational succession planning. He also addresses tax issues, including federal and state tax compliance within his practice.
Luncheons for CE credit are hosted monthly by the local Marin chapter of Cal CPA Ping’s Restaurant, in San Rafael. Pre-registration is necessary. See the link : http://www.calcpa.org/events-and-programs/event-details?id=e797a2d7-4611....
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Cost is $20 members, $30 nonmembers, payable upon registration or at the door. Those interested can also call Kathleen Nemetz, co-organizer of this luncheon, at 415.472-1445, x 306 to request info.
The Marin Chapter of Cal CPA is a non-profit organization addressing the needs for local CPAs for continuing education on a variety of subjects. Financial and legal professionals and others with a need to know are also welcome at our luncheons. Advance registration is available on the www.calcpa.org website.
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