TEACHING SCHEDULE ANNOUNCED THROUGH JANUARY, 2012
FULL DAY COURSES:
Advanced Issues: The Art of the Estate Tax Return (Advanced 706 Course)
08/08/12: San Francisco
08/08/12: Webcast
11/16/12: Orange County
01/29/13: San Mateo
01/29/13: Webcast
GST Tax from A to Z
12/20/12: San Mateo
12/20/12: Webcast
Preparing Form 709: The Federal Estate Tax Return (Basic Course)
07/11/12: San Diego CE Week
12/12/12: San Mateo
12/12/12: Webcast
01/04/13: Webcast
ESTATE PLANNING CONFERENCES & OTHER PROFESSIONAL EVENTS
05/09/12: UnHugry Games - Year of the Big Gift for the East Bay Estate Planning Attorney Luncheon at Wendel, Rosen, Black, and Dean, LLP in Oakland, California
05/17/2012: Making an Effective Difference - Real Estate and Business Valuations in Gift and Estate Tax Planning for the NorCal Chapter of the Appraiser's Institute in Pleasanton, California
05/31/2012: BNA Webinar: Form 706, a line by line discussion
PAST EVENTS:
ESTATE PLANNING AT THE MOVIES® PRESENTATIONS
01/18/11: 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?"
01/19/11: 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?"
01/20/11: 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
10/19/11: Tax Section of the State Bar of California. WEBINAR: topic TBD
10/05/11: Peninsula Estate Planning Council. Foster City, California: "Getting Practical with Transfer Tax Returns, Trust Administration and Estate Planning in Changing Times"
08/06/11: 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
03/04/11: 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"
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.
