2021 Orange County Tax & Financial Forum

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À propos

1
Jour
15
Orateurs
9
Sponsors
13
Sessions

2021 Orange County Tax & Financial Forum

Sponsors

Orateurs

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

Agenda

7:30 AM - 8:45 AM

Registration and Networking

Main Stage

8:45 AM - 9:00 AM

Welcome and Housekeeping

Main Stage

9:00 AM - 10:00 AM

Peak Trust Tax Planning in Light Tax Reform – Part 1

Main Stage

Jonathan Blattmach, JD, TEP, AEP (Director)

10:00 AM - 11:00 AM

Property Tax Planning in the Aftermath of Proposition 19

Main Stage

Blaine Searl

11:00 AM - 11:10 AM

Presentation of the Loren Dunton Award

Main Stage

Jared Tanimoto, FPAOC President

11:10 AM - 11:30 AM

Networking Break

11:30 AM - 11:55 AM

Partner Presentations

Main Stage

11:55 AM - 12:55 PM

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 PM - 1:55 PM

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

Main Stage

Jonathan Lurie

1:55 PM - 2:14 PM

Partner Presentations

Main Stage

2:14 PM - 2:40 PM

Networking Break and Dessert Table

Main Stage

2:40 PM - 3:40 PM

Designing an ESOP Transaction to Meet Your Ownership Transition Goals

Main Stage

Larry Goldberg

3:40 PM - 4:40 PM

Tax Planning in Light Tax Reform – Part 2

Main Stage

Jonathan Blattmach, JD, TEP, AEP (Director)

4:40 PM - 5:00 PM

Concluding Remarks and Raffle Prize Presentations

Main Stage

Partenaires

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

Informations de contact