2021 Orange County Tax & Financial Forum

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Řečníků
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Sponzorů
13
Relací

2021 Orange County Tax & Financial Forum

Sponzoři

Řečníci

Jonathan Blattmach, JD, TEP, AEP (Director)
Director of Estate Planning Peak Trust Company
Blaine Searl
Partner FERRUZZO
Jared Tanimoto, FPAOC President
President FPAOC
CNL Securities
Sterling Foundation Management
Brown and Streza
AssetMark
Jonathan Lurie
Partner Venable
Jerome Hesch, JD, MBA, AEP, DIrector
Director Notre Dame Tax and Estate Planning Institute
Bluerock Capital Markets
Great American Life Insurance Company
First American Trust
Living Plan, LLC
Bid Fast and Last
Larry Goldberg
Partner ESOP Law Group

Program

7:30 dopoledne - 8:45 dopoledne

Registration and Networking

Main Stage

8:45 dopoledne - 9:00 dopoledne

Welcome and Housekeeping

Main Stage

9:00 dopoledne - 10:00 dopoledne

Peak Trust Tax Planning in Light Tax Reform – Part 1

Main Stage

Jonathan Blattmach, JD, TEP, AEP (Director)

10:00 dopoledne - 11:00 dopoledne

Property Tax Planning in the Aftermath of Proposition 19

Main Stage

Blaine Searl

11:00 dopoledne - 11:10 dopoledne

Presentation of the Loren Dunton Award

Main Stage

Jared Tanimoto, FPAOC President

11:10 dopoledne - 11:30 dopoledne

Networking Break

11:30 dopoledne - 11:55 dopoledne

Partner Presentations

Main Stage

11:55 dopoledne - 12:55 odpoledne

How the IRS Mortality Tables Increase the Financial Benefits and Tax Savings When Employing Charitable Remainder Trusts and Charitable Gift Annuities

Main Stage

Jerome Hesch, JD, MBA, AEP, DIrector

12:55 odpoledne - 1:55 odpoledne

Post Death Planning and Traps -- How to do it When You are Dead

Main Stage

Jonathan Lurie

1:55 odpoledne - 2:14 odpoledne

Partner Presentations

Main Stage

2:14 odpoledne - 2:40 odpoledne

Networking Break and Dessert Table

Main Stage

2:40 odpoledne - 3:40 odpoledne

Designing an ESOP Transaction to Meet Your Ownership Transition Goals

Main Stage

Larry Goldberg

3:40 odpoledne - 4:40 odpoledne

Tax Planning in Light Tax Reform – Part 2

Main Stage

Jonathan Blattmach, JD, TEP, AEP (Director)

4:40 odpoledne - 5:00 odpoledne

Concluding Remarks and Raffle Prize Presentations

Main Stage

Partneři

CNL
CNL
AssetMark
AssetMark
Blue Rock
Blue Rock
The Living Plan
The Living Plan
Sterling Foundation Management
Sterling Foundation Management
Brown & Streza
Brown & Streza
Great American Life Insurance
Great American Life Insurance
Bid Fast and Last
Bid Fast and Last
First American Trust
First American Trust

Kontaktní informace