Orange County Tax & Financial Forum- October 19

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.

Register here

7:30 a.m. – 8:45 a.m.      Registration and Networking

8:45 a.m. – 9:00 a.m.      Welcome and Housekeeping, Introductory Remarks - CNL - Marquis Partner Welcome with Steph LaFlamme, Regional Vice President

9:00 a.m. – 10:00 a.m.   Speaker #1 - Jonathan Blattmachr, JD, TEP, AEP (Distinguished) Director, Peak Trust

Tax Planning in Light Tax Reform – Part 1

10:00 a.m. – 11:00 a.m. Speaker #2:  Blaine Searle, Ferruzzo & Ferruzzo

Property Tax Planning in the Aftermath of Proposition 19

11:00 a.m. – 11:10 a.m. Presentation of the Loren Dunton Award (Jared Tanimoto, OC FPA President)

11:10 a.m. – 11:30 a.m. Networking Break

11:30 a.m. – 11:55 a.m.          Partner Presentations

                                                11:30 a.m. - CNL Securities – Marquis Partner 

                                                11:40 a.m. - Sterling Foundation Management 

                                                11:42 a.m. - Brown & Streza 

                                                11:44 a.m. - AssetMark 

11:55 a.m. – 12:55 a.m.          Lunch Speaker #3:  Professor Jerome Hesch, JD, MBA, AEP (Distinguished), Director, Notre Dame University Tax Institute

How the IRS Mortality Tables Increase the Financial Benefits and Tax Savings When Employing Charitable Remainder Trusts and Charitable Gift Annuities

12:55 p.m. – 1:55 p.m.   Speaker #4:  Jonathan Lurie, Willkie Farr & Gallagher LLP

                                        Post Death Planning and Traps -- How to do it When You are Dead

1:55 p.m. – 2:14 p.m.     Partner Presentations

                                                1:55 p.m. - Bluerock Capital Markets 

                                                2:05 p.m. - Great American Life Insurance Company 

                                                2:07 p.m. - First American Trust 

                                                2:09 p.m. - Living Plan, LLC 

                                                2:11 p.m. – Bid Fast and Last 

2:14 p.m. – 2:40 p.m.     Networking Break and Dessert Table

2:40 p.m. – 3:40 p.m.     Speaker #5:  Larry Goldberg -- ESOP Law Group, LLP: Designing an ESOP Transaction to Meet Your Ownership Transition Goals

3:40 p.m. – 4:40 p.m.     Speaker #6 - Jonathan Blattmachr, JD, TEP, AEP (Distinguished) Director, Peak Trust

Tax Planning in Light Tax Reform – Part 2

4:40 p.m. – 5:00 p.m.     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!

Marquis Sponsor
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Silver Sponsor
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MCLE Partner
Silver sponsor