Hybrid event

FPA of Orange County Tax & Financial Forum

Newport Beach

You are invited to the Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base.

Exact Timing of Sessions:

  • 8:00-8:45 Registration and Networking
  • 8:45-9:00 Introductory Remarks
  • 9:00-10:00 Speaker #1: Jonathan Blattmachr, JD, TEP, AEP (Distinguished) – Director, Peak Trust; Tax Planning in Light of Tax Reform – Part 1
  • 10:00-11:00 Speaker #2: Jon Salomon, CEO, Optima Financial and Insurance Services, LLC; Indexed Universal Life as an Asset Class — For Whom It’s an Appropriate Asset Class and for Whom Not
  • 11:00-11:10 Presentation of the Loren Duntan Award (Jared Tanimoto, OC FPA President)
  • 11:10-11:30 Networking
  • 11:30-11:50 Partner Presentations
  • 11:50-12:50 Lunch Speaker #3: Professor Jerome Hesch, JD, MBA, AEP (Distinguished) – Director, Notre Dame Tax Institute; How the IRS Mortality Tables Increase the Financial Benefits and Tax Savings When Employing Charitable Remainder Trusts and Charitable Gift Annuities
  • 12:50-1:50 Speaker #4: Larry Goldberg — ESOP Law Group, LLP; Designing an ESOP Transaction to Meet Your Ownership Transition Goals
  • 1:50-2:10 Partner Presentations
  • 2:10-2:40 Networking and Dessert Table
  • 2:40-3:40 Speaker #5: Jonathan Lurie and Tabetha Peavey – Venable Post Death Planning and Traps — How to do it When You are Dead
  • 3:40-4:40 Speaker #6: Jonathan Blattmachr, JD, TEP, AEP (Distinguished) – Director, Peak Trust; Tax Planning in Light of Tax Reform – Part 2
  • 4:40-5:00 Concluding Remarks and Raffle Prize Presentations

6 Hours of CFP CE,  CA CPA CE, and CA Attorney MCLE*
Virtual FPA Members: $75, Virtual Non-members,$95
Attend in In Person at The Pacific Club!
FPA Members: $95, Non-members, $115
40 minutes of Partner Presentations
1 Hour 35 Minutes of Networking
*Credits Pending

If you are not an Financial Planning Association member, your registration for this event can go towards membership. FPA Membership is a great investment for anyone in the financial planning industry and our allied professionals. Allied Professionals are those with an interest in financial planning topics and work closely with financial planners- lawyers, estate planners, and more!

Tax Planning
Professional role
Lead Financial Planner
Tax Planner
Estate Planner
Career stage