The Twenty-Third Annual Estate & Gift Tax Conference

  • When: Feb 27, 2015


Julia Morgan Ballroom at the Merchants Exchange
465 California Street
San Francisco, CA  94104

Topics include:

Ethics:  To Tweet or Not? Ethics in Social Media
Annual Estate and Gift Tax Conference

The speaker will focus on the ethical issues facing practitioners with so many on-line tools. She will address the issues when using face book, twitter, snap chad and the like.

Specialty Credit:

  • Ethics
  • Tax: Estate, Gift Tax and Estate Planning; Ethics of Tax Practice
  • Trust & Estates: Estate Planning; Estate and Gift Tax Preparation & Audit

Speakers:  Mary Deleo and Patrick A. Kholman