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NORTHWESTERN BRANCH BREAKFAST MEETING - “The Trump 2018 Tax Code and its implications upon Estate Planning and Valuation opportunities”

CALL   Date: May 17, 2018   Location: Santa Monica, CA
 
  Local Area Topics  
Category  Electives [E]  
Attendance Hours  2.0  
Current Price  $ 20.00  
    
 
  Location  
Name  Spitfire Grill  
Address  3300 Airport Ave.  
City  Santa Monica  
State  CA  
Zip  90405  
    
 
  Sponsor / Contact  
Chapter  Southern California
Website  www.sccai.org  
Contact Name  Lianna Ayala  
Email  lianna@sccai.org  
Phone  (818) 957-5111x2  
 
  Description  
SPEAKER: BRIAN J. GRAY
Certified Public Accountant
Gursey | Schneider LLP
Certified Public Accountants & Advisors

Brian Gray joined the firm as a director of the tax and accounting department in 2012 and was promoted to partner in January 2014. He specializes in income tax planning, annual tax return filings and audit defense for businesses and their owners. Brian has extensive experience working with high net worth individuals to design and implement their estate plans. He also focuses on identifying income tax savings opportunities through the planning process. Brian assists his clients who set-up asset holding companies, family limited partnerships, trusts and foundations to meet their wealth transfer and philanthropic goals.
Brian has presented at the USC Tax Institute on Fiduciary Income Taxation. He has been a repeat panelist at the Appraisal Institute's IRS Valuation Summit discussing valuation discounts in the context of gift and estate tax planning. He has also served as an adjunct professor at the University of California, Santa Barbara teaching income tax preparation and planning.
Brian is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He holds a Bachelor of Arts degree in Business Economics with a minor in Accounting from University of California, Santa Barbara. Prior to joining Gursey | Schneider LLP, Brian held positions as a tax director at a national accounting firm and as director of finance and tax for a family office.

TOPIC:
• A general overview of the 2018 Tax Code changes
• Impact on estate planning
• Unintended consequences of such an encompassing tax reform
• Trends for high net worth estates as a result of the changes
• Trends emerging for estates below the threshold
• Has the changes impacted how real estate is being held and/or structured within an estate plan
 
  Audience  
LIMITED SEATING - REGISTER EARLY
 
  Disclaimer  
Cancellation Policy
  • Up To 15 days prior to program start date, $5.00 cancellation fee.
  • 2 - 14 days prior to program start date, $15.00 cancellation fee.
  • Less than 2 days prior to program start date, forfeit of payment.
       
CHAPTER-DEVELOPED PROGRAM
This Educational Program (Program) was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.

ENROLLMENT
Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.

ATTENDANCE
The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

PREREQUISITES
Some classes have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.

REQUIRED TEXTBOOKS
Some classes have required textbooks. Be sure to read the class description to find out if there are any required textbooks for this course. There will not be any textbooks for purchase at the class. You must buy them ahead of time. If you arrive for a class without the required textbook credit for the class cannot be given and there will be no refund.

REQUIRED EQUIPMENT
Some classes require you bring a laptop and or other equipment. Be sure to read the class description to determine if any equipment is required. You are responsible for bringing your own extension cord(s). None will be provided. Please safeguard your equipment and personal belongings at all times. The Appraisal Institute, the Southern California Chapter, the Instructor or the facility will not be responsible for any loss of your personal belongings.

CLASS MATERIALS TO DOWNLOAD
Some classes are now available with downloadable materials. If you opted to download class materials instead of having them shipped to you, you will be required to bring the materials with you on a laptop or as a hard copy. If you do not have the materials with you credit for the class cannot be given and there will be no refund. Copies will not be available to you in the class. You are responsible for bringing your own extension cord(s). None will be provided.

ADA COMPLIANCE
It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation. Without two weeks’ notice, accommodation may not be available.

COMPLETION CERTIFICATES
For scannable exams, written notification of results will be sent to the examinee approximately 15 business days from the date of receipt of the exams at the national office.
Certificates of completion for continuing education will be sent to the student in approximately 15 days from the date of the class. Express Grading is available. For more information contact the national office at (312)335-4207.

Program materials will be picked up at the site.
 
  Additional Information  
DATE/TIME: THURSDAY, MAY 17, 2018 - 7:30 am - 9:30 am
LOCATION: SPITFIRE GRILL 3300 Airport Avenue, Santa Monica (310.397.3455)
Directions: From the Santa Monica Freeway, take the Bundy Drive South exit. Just south of the Santa Monica Airport, turn west onto Airport Avenue. The Spitfire Grill is on the south side of the street - a short distance from Centinela Avenue. Bundy turns into Centinela at National Blvd.

  FACILITY INFORMATION AND DIRECTIONS  

 

 
















 
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