Estate and Trust Planning Conferencecalcpa.org/Est#CalCPAEstate

June 16-17, 2016 San Francisco& Webcast

Golden Gate University536 Mission Street San Francisco

Meeting the needs of both the emerging and experienced professionals in the industry, our 6 concurrent sessions will follow a fundamental and advanced track.

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calcpa.org/Est

2 Days/2 Tracks

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THANK YOU TO OUR SILVER SPONSOR

1800 Gateway Drive, Suite 200San Mateo, CA 94404

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CalCPA

Education Foundation

ESTATE AND TRUST PLANNING CONFERENCE

June 16-17 | Golden Gate University | 536 Mission Street, San Francisco & Webcast

CPAs, attorneys and financial planners serve as guides for clients who want to protect their businesses and wealth through estate planning. As the regulations and legislation surrounding succession planning, health care directives, transfers of assets, gifts, trusts and other keys to estate planning continue to evolve, so do the skills and knowledge necessary for their advisers. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area. This year’s conference also includes content tracks for those more advanced in the field and for those with just a few years of experience.

All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.

Conference Topics

EVENT PRICING

$650 Members$850 Nonmembers

Pay using your Discount Program and save. calcpa.org/discount

CREDIT INFORMATIONCPE: 16 | MCLE: 13 LS-EP: 13 | A&A: 1

CONFERENCE REGISTRATIONJune 16-17 San Francisco 5163242AWebcast 5163242B

calcpa.org/Est#CalCPAEstate

• Estate Planning Update

• Basis

• Case Study: Estate Issues with Standard/Stale Subtrust Funding

• Concurrent 1 AT: Partnerships and Estate Planning FT: Net Investment Income Tax and Trusts

• Concurrent 2 AT: Capital Gains & DNI – Advanced Fiduciary Accounting Issues FT: Generation Skipping Tax

• Concurrent 3 AT: Divorce and Murder FT: Preparing Form 5227

• Concurrent 4 AT: What Does It Take to Change the Status of the Trust? FT: What is Fiduciary Income?

• Concurrent 5 AT: Grantor Retained Annuity Trust FT: Fundamentals of Tax Controversy – 1041, 706, 709

• Concurrent 6 AT: Private Trust Companies FT: Strategies to Avoid Reassessment

• Trusts Owning Interests in Partnerships and S Corporations – Tax and Trust Accounting Issues

• Beneficiaries

• Valuation Issues from an Income Tax Compliance Viewpoint

• Ask the Experts Panel

AT: Advanced TrackFT: Fundamental Track