estate planning 2016

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L. A. CHAPTER OF THE CALIFORNIA SOCIETY OF C.P.A.s ESTATE PLANNING COMMITTEE CALENDAR of MEETINGS 2016 January 13, 2016 February 10, 2016 DAVID FOGEL, ESQ. Bob Birgen - 20 th Annual I.R.S. Meeting March & April 2016 (no meetings- tax season) May 11, 2016 June 8, 2016 July 13, 2016 August 10, 2016 September 21, 2016 (NOTE DATE CHANGE) (Joint meeting with Tax Committee) 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

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Page 1: Estate planning 2016

L. A. CHAPTER OF THE CALIFORNIA SOCIETY OF C.P.A.s ESTATE PLANNING COMMITTEE

CALENDAR of MEETINGS 2016

January 13, 2016 February 10, 2016 DAVID FOGEL, ESQ. Bob Birgen - 20th Annual I.R.S. Meeting March & April 2016 (no meetings- tax season) May 11, 2016 June 8, 2016 July 13, 2016 August 10, 2016 September 21, 2016 (NOTE DATE CHANGE) (Joint meeting with Tax Committee) 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