July is conference-packed month. (CPE Opportunities).The Education Foundation's conference season is in full swing. Succession Planning for the CPA Firm It's never too early to plan for the future of your CPA firm. Held July 9 in Universal City and July 10 in San Francisco, the Succession Planning For the CPA Firm Conference is filled with the ideas and information you need to prepare your firm for a smooth transition. Topics include exit alternatives; unexpected hurdles; the emotions of retirement structuring; and the agreement. The conference also will include breakout discussions and Q&A sessions. Flow-Through Entities The Flow-Through Entities Conference, July 29 in San Francisco and July 30 in Universal City, features the latest news about S corps., hot topics in partnerships and LLCs; conversions to, from and between flowthrough entities; using flow-through entities for real estate; transferring family and business interests; and more. Estate Planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death.Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the rich!Almost three quarters of Americans die without any sort of estate planning. See also: Estate, Estate Tax, Will Conference Has the 2001 Tax Act impacted what you can charge for estate planning services? Attend the annual Estate Planning Conference, July 22 in San Francisco or July 23 at LAX and learn why your services are as valuable as ever. The conference also features: children's education; life insurance; a practical approach to retirement planning; and creative uses for trusts and other wealth preservation techniques under the new law. Cost for each conference is $250, CalCPA members, $275 non-members. No charge for VP or coupon users. To learn more, go to www.educationfoundation.org. Or contact Kay Phelan, director of conferences, at (650) 802-6203 or kphelan@educationfoundation.org. |
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