The Twenty-Third Annual Estate & Gift Tax Conference



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



Hot Topics:  Property Tax Planning and Reporting

The panel will focus on entity and parent to child transfers.  They will address new developments, including planning entity transfers (Ocean Avenue LLC) to avoid reassessment and the appropriate BOE forms to file.

Specialty Credit:

  • Tax: Estate, Gift Tax and Estate Planning
  • Trust & Estates: Estate Planning

Speakers:  Janet Chediak, Richard Moon, Charles Olson

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