The Twenty-Third Annual Estate & Gift Tax Conference

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