​Schiller Law Group
A Professional Law Corporation
3201 Danville Blvd, Suite 285

Alamo, CA 94507

925-820-8500

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© 2019. Keith Schiller and Schiller Law Group. All Rights Reserved.

 

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