Keith Schiller's Speaking Events
Upcoming Events:
IEEPS: Inland Empire Estate Planning Seminar - 2019
"Reconfiguring the Formally "Perfect" Estate Plan"
November 13,2019
Time: TBD
ORTON CENTER, UNIVERSITY OF REDLANDS
1249 E Colton Ave, Redlands, CA 92374
NETWORKING DINNER TO FOLLOW FROM 6:00 PM - 7:30 PM
MDEPC: Keith co-presents with Kyle Martin on the 706, gift tax and income tax considerations with estate tax return filings.
November 20,2019
Time: TBD
Lafayette Park Hotel
3287 Mount Diablo Blvd.
Lafayette, CA 94549
Past Events:
Hawaii Tax Institute
November 4, 2019
Time: TBD
Sheraton Waikiki
2255 KALAKAUA AVE
HONOLULU, HI 96815
Strafford Live Webinar:"Avoiding Gift and Estate Tax Triggers: Anticipating Audit Issues, IDRs, and Appeals"
Thursday, October 24, 2019
1:00pm-2:50pm EDT
For more information or to register call: 1-800-926-7926
*Ask for Avoiding Gift and Estate Audit Triggers on 10/24/19
Mention code: ZDFCA
The 2019 Tax and Estate Planning Forum
October 10-12, 2019
Time: TBD
Hyatt Regency Mission Bay Spa and Marina
1441 Quivira Road
San Diego, California 92109
(619) 224-1234
LISI Bob Keebler & Keith Schiller present:"Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits"
Wednesday April 24
Webinar
3:00 PM EDT - 4:30pm ET
More information here
CalCPA: GST Tax Course
January 30, 2019
Webcast
8:30 am - 4:00 pm
More information here
Fremont Bank Lunch Event:"The Impact of the New Tax Reform on Estate and Income Tax Planning"
January 23, 2018
Scott’s Seafood
1333 N. California Blvd
Walnut Creek, CA 94596
CalCPA: "The Art of Estate Tax Return" (Advanced Course)
December 3, 2018
Webcast
8:30 am - 4:00 pm
More information here
CalCPA: Preparing Form 706 (Basic Course)
December 5, 2018
Webcast
8:30 am - 4:00 pm
More information here
6:30 am - 2:00 pm
More information here
CEB:
Two Webinars:
(1) So What Does Portability of the Estate Tax Exemption Mean?
10 am – 11 am
(2) Federal Estate Tax Returns: A Practical Overview 11:30 am – 1:30 pm
November 13, 2018
More information here
CalCPA's East Bay Chapter: 23rd Advanced Estate Planning Symposium
November 1, 2018
Alamo, CA
1 - 5:30 pm
CalCPA: GST Tax Course
October 30, 2018
Webcast
8:30 am - 4:00 pm
More information here
CalCPA: "The Art of Estate Tax Return" (Advanced Course)
October 23, 2018
San Luis Obispo CPE Week
8:30 am - 4:30 pm
More information here
38th Tax & Estate Planning Forum
October 17-20
San Diego, CA
More information here
CalCPA: Preparing Form 706 (Basic Course)
October 16, 2018
Webcast
Early Start: 6:30 am - 2:00 pm click here
Later morning: 8:30 am - 4:00 pm click here
CalCPA: Preparing Form 706 (Basic Course)
August 31, 2018
Webcast and Live
8:30 am - 4:30 pm
More information for Webcast here
Live: Burlingame, CA
8:30 am - 4:00 pm
More information here
CalCPA: "The Art of Estate Tax Return" (Advanced Course)
August 15, 2018
Webcast & Live in Burlingame
8:30 am - 4:00 pm
More information: webcast or live in Burlingame, CA
CalCPA: Estate and Trust Planning Conference
July 16-17
San Francisco & Webcast
Keith will have sessions on both days of the conference
More information here
STEP Orange County Conference: "Tax, Estate Planning, and the Economy"
February 16, 2018
Newport Beach, CA
More information here
CalCPA: Preparing Form 706 (Basic Course)
December 18, 2017
Webcast
8:30 am - 4:30 pm
More information here
Live: Burlingame, CA
8:30 am - 4:30 pm
More information here
CalCPA: "The Art of Estate Tax Return" (Advanced Course)
December 1, 2017
Webcast
8:30 am - 4:00 pm
More information here
Hawaii Tax Institute
Honolulu, HI
November 8, 2017
For information click here
CalCPA East Bay Chapter's Advanced Estate Planning Symposium
November 1, 2017
Crowne Plaza Hotel, Concord, CA
1 pm - 6:30 pm
More information here
CalCPA: GST Tax Course
October 31, 2017
Webcast
8:30 am - 4:30 pm
More information here
Southern California Tax and Estate Planning Forum
San Diego, CA
October 26, 2017
2-4 pm (Keith's presentation)
For information click here
CalCPA: Preparing Form 706 (Basic Course)
October 18, 2017
Webcast
8:30 am - 4:30 pm
More information here
CalCPA: Advanced Issues - Estate Tax Return (Advanced Course)
August 15, 2017
Webcast
8:30 am - 4:30 pm
More information here
Strafford Gift Tax Returns Webinar
August 8, 2017
1:00pm-2:50pm EDT, 10:00am-11:50am PDT
Click here for more information about the EVENT and to sign up.
CalCPA: Preparing Form 706 (Basic Course)
Monterey CE Week
August 7, 2017
Monterey, CA
8:30 am - 4:30 pm
More information here
CalCPA: Estate and Trust Planning Conference (San Francisco & Webcast)
July 17, 2017
Live Event: click here for more information about the EVENT and to sign up.
Webcast: click here for more information about the EVENT and to sign up.
Strafford Basis Consistency Webinar with Vince Lackner
July 11, 2017
1:00pm-2:50pm EDT, 10:00am-11:50am PDT
Click here for more information about the EVENT and to sign up.
AICPA Engage 2017 Presents Keith Schiller's talk: "Estate, Gift, Portability and Basis Consistency Hot Issues and Practicalities"
June 14, 2017 (Conference from 6/12 - 6/15)
Las Vegas, NV
Click here for more information about the EVENT and to sign up.
Lunch and Learn: City National Bank Presents Keith Schiller's talk "What's New and Looking Ahead"
February 7, 2017
Walnut Creek, CA
Advanced Issues: "The Art of the Estate Tax Return" Webcast | 4161982D
December 13, 2016
Webcast
6:30 AM - 2:00 PM
and
8:30 AM - 4:00 PM click here
Preparing Form 706: "The Federal Estate Tax Return" | 4161360D
December 6, 2016
Webcast
6:30 AM - 2:00 PM
and
8:30 AM - 4:00 PM
Preparing Form 706: "The Federal Estate Tax Return" | 4161360C
November 11, 2016
8:30 AM - 4:30 PM
Los Angeles Airport
Estate and Gift Tax Returns Compliance and Audits, Including Portability
November 9, 2016
4:00 P.M. TO 5:00 P.M.
The Sheraton Waikiki Resort
Honolulu, HI
Estate Planning Update | E1151116
November 3, 2016
CalCPA EB 21st Annual Advanced Estate Planning Symposium
1:00 PM - 5:15 PM
Round Hill Country Club
Advanced Issues: "The Art of the Estate Tax Return" | 4161982C
October 31, 2016
8:30 AM - 4:30 PM
Orange County North
GST Tax: "From A to Z" | 4161271A
October 25, 2016
8:30 AM - 4:30 PM
Webcast
Practical Workshop with Estate Tax and Gift Tax Return Compliance
October 21, 2016
2:00 P.M. TO 3:00 P.M.
Manchester Grand Hyatt Hotel
San Diego, CA
Income Tax Basis Consistency and Compliance
October 20, 2016
5:15pm to 6:15pm
Manchester Grand Hyatt Hotel
San Diego, CA
Proposed Sec 2704 Regulations: "The Horror that Haunts your Family Business Clients and what You and They can do About it"
October 6, 2016
6:00pm to 8:00pm
Marriott Hotel
Pleasanton, CA
Advanced Issues: "The Art of the Estate Tax Return" | 4161982B
August 31, 2016
8:30 AM - 4:30 PM
San Francisco, CA & via webinar
Preparing Form 706: "The Federal Estate Tax Return"
July 19, 2016
8:30 AM - 4:30 PM
San Francisco, CA & via webcast
Lunch & Learn: "New Basis Consistency Rules with Compliance Form 8971"
City National Bank
June 15, 2016
12:00 PM to 1:30 PM (PDT)
2001 North Main Street Second Floor Conference Room Walnut Creek, CA 94596
Cal CPA: Education Estate Planning Conference
June 16, 2016
3:30 pm (Keith's Presentation)
TOPIC: What Every CPA Needs to Know About GST Tax
San Francisco, CA & via webinar
Income Tax Basis Consistency Law and Compliance: Form 8971| 4163246A
June 9, 2016
10:00 AM - 11:30 AM PDT
Webcast
Estate Planning Council of Portland, Inc
May 18, 2016
4:00pm - 6:00pm
Multnomah Athletic Club
CEB Federal Estate Tax Returns: "A Practical Overview"
February 9, 2016
San Francisco Hyatt Regency and Livecast
9-12:15 pm
CalCPA: Advanced Estate Planning Institute
January 28 & 29, 2016
Orange County and Webcast
Bloomberg BNA Webinar: "Update and practical considerations with portability elections"
January 26, 2016
12:30 - 1:30 pm ET
Webinar
CalCPA Advanced Issues: "The Art of the Estate Tax Return"
January 12, 2016
San Francisco and by Webcast