California Check-up: 2023 Philanthropic and Tax Planning Symposium

This half-day symposium on Wednesday, October 25, 2023 will feature a keynote and three educational sessions focused on gifting and planning techniques that align with recent changes in estate and income tax laws, and the current economic landscape. Attendance is limited.

Earn continuing education credits

• Certified Financial Planner Board of Standards: CHMC Foundation is a CFP Board CE Sponsor.  A total of four (4) CFP Board CE hours may be earned for successful completion of this course.
• California Board of Accountancy: Continuing Professional Education (CPE) credits for CPAs through the CBA are self-reported. This course follows the provider requirements outlined in California Code of Regulations sections 88.1 and 88.2.
• California State Bar: Approved for four (4) hours of Legal Specialist Minimum Continuing Legal Education (LSMCLE) and Minimum Continuing Legal Education (MCLE) credit. Specialty areas:  Estate Planning, Trust & Probate Law and Taxation Law.

Pricing

• Early Bird Individual Registration by September 27: $200
• General Individual Registration by October 20: $250

Special discounts

• Non-profit rate: $100
• Group rate (for for-profits) for 3 or more attendees: $175/person

Deadline to register is October 20, 2023.

Interested in becoming a sponsor? View sponsorship opportunities or contact Susan Shum at 213.742.5662 or susan.shum@commonspirit.org.

Register today!

Schedule of Events: Wednesday, October 25, 2023

• 7:30 a.m.: Registration, breakfast and networking
• 8-8:15 a.m.: Opening remarks 
• 8:15 a.m. - 9:15 a.m.: Session 1: Nothing is Certain Except Taxes at Death: A Review of Tax Elections Relating to Trust and Estate Administration
• 9:15 a.m. - 9:30 a.m.: Break
• 9:30 a.m. - 10:30 a.m.: Session 2: Planning in a Declining Market
• 10:30 a.m. - 10:45 a.m.: Break
• 10:45 a.m. - 11:45 a.m.: Session 3: Tax and Estate Planning: Intergenerational Transfer of Real Estate, Pre-Sale Tax Planning and the Importance of Valuations 
• 11:45 a.m. - 12:15 p.m.: Networking lunch
• 12:15 p.m. - 1:15 p.m.: Keynote: California Tax Updates 2023 
• 1:15 p.m. - 1:30 p.m.: Closing remarks

Location

The California Club
538 S. Flower Street
Los Angeles, CA 90071
The California Club is available through the courtesy of club member Vincent DiCarlo.

Selvi Stanislaus

Executive Officer
California Franchise Tax Board
Bio

Session 1 | Nothing is Certain Except Taxes at Death: A Review of Tax Elections Relating to Trust and Estate Administration 

8:15 am – 9:15 am

This session will examine the tax elections available to a fiduciary when filing a decedent’s final income tax return; explore possible income tax elections while a fiduciary is administering an estate; and analyze the tax elections a fiduciary may consider when trying to minimize transfer taxes (i.e., estate, gift, and generation skipping transfer).

Session 2 | Planning in a Declining Market

9:30 am – 10:30 am

This session will examine the unique planning opportunities that may be available during an economic downturn, as well as flexible structures to prepare for future declines in the values of assets.

Session 3 | Tax and Estate Planning: Intergenerational Transfer of Real Estate, Pre-sale Tax Planning and the Importance of Valuations

10:45 am – 11:45 am

This session will explore property, income and estate tax considerations related to real property transfers and how they should be factored into estate plans, including recent key updates to city tax measures related to real property transfers; and common estate planning pitfalls.  Participants will also develop an understanding of the valuation process, including what to look for and what questions to ask, and common errors made.

Register today!