This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an attorney’s point of view – and will provide relevant information to help you protect your clients, recognize liabilities and opportunities as well as grow your practice.

California Forum for Accountants

Full Digital Program

This CA Forum Full Digital program consists of all the presentations on Audio MP3 file, accompanied by PowerPoint PDF Notes format, a copy of the PowerPoint presentation to follow along, and a link to listen directly to the program on your computer or smart-device.

Proper Reporting May Prevent Estate Litigation

Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.

Understand the responsibilities your trustee clients take on and help them avoid common mistakes such as claiming disallowed or excessive administration expenses, mismanagement and distribution of trust assets, or failure to comply with trust accounting and reporting requirements. Join Alex and Wendy as they discuss why understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes are all just as important as the “facts and law.”

Secrets from the Board Room – Trusts & Public Mutual Funds

Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst

You’re helping your wealthiest clients plan for their future, but how can you help protect them without taking on too much liability yourself? Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to secure a seat at the table for generations by pulling the curtain back toexpose the Wizard of Oz – be a hero in front of your clients, tell them the truth about “no load” mutual funds, paying fees only for results, and help those with piles of muni bonds avoid the train wreck.

Evolving the Business – Yours and/or Your Clients’

Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.

The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy. Consider your practice and consider a new way to attract business owners.

From Their Perspective – How to be Relevant in “Google-Land

Presented by Rob Pene, Director of Digital Education & Communication and Pablo Palomino, Attorney

Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Pablo as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.

Understanding the Reporting Requirements and Liabilities for Business Owners as Fiduciaries

Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.

Life Insurance – Appropriate? Or Even Necessary?

Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey and Steve share a refreshing approach to illustrating the varied considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning choices.

Running out of Money Without Proper Distribution Planning

Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

Clients rely on the CPA as the trusted advisor. John and Greg will discuss what CPA’s need to be aware of when advising clients that are near retirement – or retirees who have transitioned from an accumulation phase in their life to a distribution phase. John and Greg will discuss how clients can continue living a prosperous lifestyle and have viable options by using time segmented distribution planning strategies, low-ball forecasting, and a taking reality check.