2024 PROGRAM SCHEDULE

January 18, 2024: Christopher Karachale, Hanson Bridgett, “Qualified Small Business Stock Under Section 1202”

February 8, 2024: Thomas Pauloski, Bernstein, “Over-Rated: How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning” Slides and Paper

March 7, 2024: James Creech, Baker Tilly, “Hot Topics in Crypto – Moving Beyond the Basics”

May 9, 2024: William Gorrod, Morgan Lewis, “State and Local Tax Update – 2024”

June 6, 2024: Thomas Berg and David Eckstein, MPI, “Private Wealth Valuation Update: Private Market Update / Observations on IRS Activity”

September 12, 2024: Michelle Ferreira, Greenberg Traurig, Ethics Topics: Privilege, Conflicts of Interest, and Cooperation of Attorneys and Accountants

November 7, 2024: Andrew Weill, Weill & Mazer APC, Let’s Be Reasonable, Shall We? Life after Chevron — Dealing with the IRS in the wake of CIC Services and Loper Bright

December 5, 2024: Holiday Lunch with Angela Jones and Blake Cunningham of the California Taxpayer’s Advocates Office