TEACHING SCHEDULE ANNOUNCED THROUGH JANUARY, 2012
FULL DAY COURSES:
Comprehensive Estate Planning Workshop
Advanced Issues: The Art of the Estate Tax Return (Advanced 706 Course)
1/26/12 - San Francisco Airport
8/08/12 - San Francisco
11/16/12 - Orange County North
1/29/13 - Webcast Training Center & Webcast
GST Tax from A to Z
12/15/11 - Orange County South
12/20/12 - Training Center & Webcast
Preparing Form 709: The Federal Estate Tax Return (Basic Course)
12/16/11 - Los Angeles Airport
7/11/12 - San Diego CE Week
12/12/12 - Training Center & Webcast
ESTATE PLANNING AT THE MOVIESTM PRESENTATIONS:
The Community Foundation of Sarasota Distinguished Speaker Series:
- 1/18/11 - Sun City Center, Florida for the Advisor's Group: Community Foundation of Greater Sun City Center, a division of the Community Foundation of Tampa Bay: "Estate Planning At The Movies® - There's More To Lingerie Than It Seems"
- 1/18/11 - Sun City Center, Florida for the Donors of the Community Foundation of Greater Sun City Center, a division of the Community Foundation of Tampa Bay: "Estate Planning At The Movies® - Do You Remember When, Why and How?"
- 1/19/11 - Sarasota, Florida for the Annual Legacy Luncheon (Donor's) of the Community Foundation of Sarasota County: "Estate Planning At The Movies® - Do You Remember When, Why and How?"
- 1/20/11 - Bradenton, Florida for the Annual Legacy Luncheon (Donor's) of the Manatee Community Foundation: "Estate Planning At The Movies® - Do You Remember When, Why and How?"
11/10/11 - Rady Children's Legacy Plan Sixteenth Annual Professionals Symposium; San Diego, California: "Estate Planning At The Movies® - Reeling With Estate Planning in 2011"
ESTATE PLANNING CONFERENCES & OTHER PROFESSIONAL EVENTS:
1/18/11 - Sarasota, Florida for the Community Foundation of Sarasota; Sarasota Estate Planning Council; Southwest Florida Estate Planning Council; Southwest Florida Planned Giving Council; Venice Estate Planning Council; Manatee Estate Planning council; Florida Institute of Certified Public Accountants; Financial Planning Association: "The Art of the Estate Tax Return©, Audits and Appeals"
2/16/11 - Estate Planning Council of Diablo Valley. Lafayette, California: "The Art of the Estate Tax Return© - Audits and Appeals"
3/4/11 - Nineteenth Annual Estate & Gift Tax Conference for the Tax Section of the State Bar of California. San Francisco, California: "Mean Girls and Forms 706 and 8939"
8/6/11 - Southern California Tax & Estate Planning Forum's Estate Tax Past, Present and Future 2010 Estates and 2011 Planning Conference. San Francisco, California: Practicalities with Form 706 Preparation for Deaths in 2010 and Beyond
10/5/11 - Peninsula Estate Planning Council. Foster City, California: "Getting Practical with Transfer Tax Returns, Trust Administration and Estate Planning in Changing Times"
10/19/11 - Tax Section of the State Bar of California. WEBINAR: topic TBD
11/17/11 - Western CPE 2011 Resort Conference. Tucson, Arizona: "Strategic Approaches to Form 706 and Compliance Issues"
Contact the CalCPA Education Foundation at http://www.educationfoundation.org/ or by phone at 1-800-922-5272.
If you would like to arrange an event for your professional or business organization or firm with Keith Schiller as a speaker on matters of business or succession planning, estate planning, or a variety of tax-related topics, please contact Lauren Leonard at (925) 258-0123 for arrangements.
