LA Estate Planning Cte: Estate Planning Considerations when Substantiating Charitable Deductions with the IRS | G2101019 2019 | CalCPA Institute | 16 October 2019 | The Olympic Collection Banquet & Conference Center , 11301 W Olympic Blvd, Los Angeles, CA 90064, USA
Venue
The Olympic Collection Banquet & Conference Center
The Olympic Collection Banquet & Conference Center , 11301 W Olympic Blvd, Los Angeles, CA 90064, USA
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Wed Oct 16 PDT (about 5 years ago)
In your timezone (EST): Wed Oct 16 2:30pm - Wed Oct 16 5:00pm |
| Location |
The Olympic Collection Banquet & Conference Center
11301 W Olympic Blvd, Los Angeles, CA 90064, USA |
| Region | Americas |
Details
The IRS and FTB are aggressively reviewing charitable deductions. Join us to hear speakers, Reynolds Cafferata, Esq. (Partner at Rodriguez, Horii, Choi & Cafferata, LLP) and William “Bill” Hranchak, CPA (Partner at TemoArjani LLP) as they share their expertise and cover the latest regulations and cases involving charitable gifts and documenting deductions.
Objectives:
• Recognize how to protect client deductions.
• Identify he new requirements for appraisals.
• Determine substantiation requirements for charitable gifts.
Major Subjects:
• New IRS appraisal and substantiation regulations
• Recent cases involving charitable gifts
• Strategies to minimize valuation discounts on charitable gifts
• Auditor review of charitable deductions
Speakers
2019 Speeaker
Michael B Allmon
CPA
Sponsors & Partners
2019 Sponsors
• Maniaci Insurance Services
• Fiduciary Trust International