Professional Advisors Roundtable
Twice a year, the Community Foundation presents the Professional Advisors Roundtable, a discussion and ongoing educational meeting for professional advisors. To recieve notices of the next Professional Advisors Roundtable, sign up for our Professional Advisors Newsletter here.
The Community Foundation of Mendocino County
Cordially Invites You to Attend Our Professional Advisors Roundtable
An educational and networking forum for attorneys and financial planners.
Tax Cuts and Jobs Act (TCJA) – Advanced & Basic Sessions
Presented by
Joseph J. Arch, CPA – JJACPA, Inc.
&
Cybersecurity and Confidentiality
Presented by
Tom Jacobson – cybersecurity consultant
Steve Single – Information Security Officer, Savings Bank of Mendocino County
Thursday, July 18, 2019
8:45 A.M - 12:15 P.M.
Coffee & tea, pastries & fruit will be available starting at 8:30.
The Community Foundation of Mendocino County 204 South Oak Street, Ukiah CA
SESSION 1 for FINANCIAL ADVISORS: Navigating the TCJA Temporary and Permanent Provisions - 8:45-9:45
SESSION 2 for ALL ATTENDEES: Cybersecurity and Confidentiality - 10:00-11:00
SESSION 3 for ATTORNEYS: Revisiting TCJA for Trust and Estate Practitioners
(including review of Donor-Advised Funds & Tax reporting for foreign beneficiaries) - 11:15-12:15
~ California Board of Accountancy Continuing Education Certificates will be provided.
~ Approval for 2 hours of participatory MCLE credit has been submitted to the State Bar of California.
{NOTE: All attendees are welcome to attend all three sessions, however only 2 hours of CLE credit have been requested for approval for attorneys.
Attorney’s MUST attend both Sessions 2 & 3 to receive CLE credit.}
Presenters' Bios
Enrollment Fee $50.00
Past Topics and Dates
Wednesday, November 14, 2018
Panel: Current Issues in Trust Administration
Presented by:
Danni Hendricks, CPA – Educating the Trustee: Record keeping and fiduciary tax return preparation
Jim King, Attorney – Prudent Investor Rule: Ensuring understanding in trustees
Jim Larson, Attorney – Lessons Learned: Avoiding litigation in trust administration
Jim Mayo, Attorney – Bypass Trusts and Tax Implications
Moderated by Alexander Rich, Attorney
Friday, July 20, 2018
The 2017 Tax Act:
Law, Impact, and Planning Opportunities
Presented by
Elizabeth S. Sevilla, CLU, ChFC
Tax Partner, Seiler LLP, CPAs
Friday, February 23, 2018
Advance Health Care Directives:
Helping Your Clients Understand End-of-Life Choices, Legally and Emotionally
Presented by
J. Redwing Keyssar, RN, San Francisco
Margaret Mary O’Rourke, Attorney at Law, Mendocino
Maggie Watson, Professional Fiduciary, Mendocino
Tuesday, May 9, 2017
Ethics-Related Topics:
-The Importance of Attorney Succession Planning: Understanding Your Duties to Plan Ahead and Best Practices
-Client Confidences and the Attorney-Client Privilege: Examining the Scope of Your Duties to Clients and Former Clients
Presented by Dena Roche and Daniel O’Rielly of O’Rielly & Roche LLP, San Francisco
with a local perspective provided by James Larson, Attorney at Law, Fort Bragg
Monday, November 7, 2016
Various Trust and Elder Law Issues & Local Resources
Panelists:
Stephen F. Johnson - Mannon, King & Johnson
Shelley Ocaña - Professional Private Fiduciary
Scott R. Hodges - Conservator
Valerie Johnson - Organizational Payee
Megan Van Sant - Mendocino County HHSA
Tuesday, May 17, 2016
Ethical Issues Facing Civil and Probate Practioners
Michael J.M. Brook - Law Office of Michael Brook
Teresa J. Norton - Law Offices of Norton & Ingersoll
Wednesday, October 14, 2015
What you need to Know about Proposition 13
James L. Larson, Esquire - Moderator
James F. King, Esquire
Sue Ranochak, Mendocino County Assessor
Madeline D. Sager, Esquire
November 2014
Professionals Acting as Trustees /
Retirement Accounts and Distribution Rules
Elijah Keyes, Gilfix & La Poll Associates LLP
May 2014
Estate and Long Term Care Planning
Jamie Watson, Gaw Van Male
October 2013
What You Need to Know About Current Issues In Estate Planning and Trust Administration
David B. Gaw, Gaw Van Male
May 2012
Charitable Remainder Trusts - A User Friendly Approach
Kim Marois, Spaulding McCullogh & Tansil LLP
April 2010
“Estate Planning Update under the Tax Relief Act of 2010”
Risk Polse, JD
May 2010
“Where the Planning Hits the Pocketbook-What’s the Fair Market Value?”
Joseph Orlando and Derek Groff; Frank, Rimmerman + Co.
