Register with Angie Negrete via e-mail (preferred) at email@example.com or by phone at (831) 624-5333. Please reply no later than Friday, September 16th. Cancellation Policy: A full refund will be issued if notification via email is received at least 5 business days before the event. “The Most Compelling Opportunities Now: Making Two Years Last A Lifetime” • How should professionals and their clients think about estate planning over the next two years? •Who should take a wait and see approach? • Building flexibility into planning today in case of future tax law changes. • The most compelling opportunities now, based on the current state of the capital markets. • New twists on well worn techniques, and cutting edge innovative planning. Speaker: Paul S. Lee, National Managing Director, Bernstein Global Wealth Management When: Tuesday, September 20, 2011 Registration begins at 11:30am Program will run from 12:30pm-2pm Where: Corral de Tierra Country Club, Salinas, CA Please note that Corral has a strict “no denim” policy Cost: $45 per person (includes lunch) Please make your check payable to: "CPE Forum of the Central Coast" RSVP via phone or email to Angie, then mail payment to our new address: CPE Forum of the Central Coast P.O. Box 222744 Carmel, CA 93922 Speaker Bio(s): Paul S. Lee is a National Managing Director of Bernstein Global Wealth Management, a position he assumed in 2006; he is also a member of the firm’s Wealth Management Group, which he rejoined in 2008. Previously, he had been a managing director in the London and New York offices. Prior to joining the firm in 2000 as a Wealth Management Group director, he was a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP. Lee received a BA, cum laude, in English and a BA in chemistry from Cornell University, and a JD, with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LLM in taxation from Emory University. Lee was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting. A frequent lecturer and panelist on investment planning and tax and estate planning, Lee has spoken at the Heckerling Institute on Estate Planning, the ACTEC National Meeting, the ABA Tax-RPTE Joint National CLE Conference, the Southern Federal Tax Institute, the USC Institute on Federal Taxation and the Notre Dame Tax and Estate Planning Institute. His articles have been published by The ACTEC Law Journal; BNA Tax Management Estates, Gifts and Trusts Journal; BNA Tax Management Memorandum; The Practical Tax Lawyer; Major Tax Planning; Trusts & Estates; and the Emory Law Journal. CPE Forum Board of Directors: Rob Sals, CSA - Founder -Norm Wood, SIMC - Exec. Director -Michael J. Jones, CPA - Exec. Board Chairman -Bruce Dunlap, CPA - Exec. Board Member Clark L. Savage, CPA/ABV/ASA - Board Editor Bill A. Brandwein, Esq. - Jan Vanderbilt, CPA - Jennifer Walker, Esq. - Tony Karachale, Esq. - Kathy Kobata, CPA - Mike Nolan, CPA - Greg Thelen, CPA - Bill Stoffers, Esq. - Gordon Rubbo, CPA - Jim Schwefel, Esq. - Anne Marshall, Esq. Offering the highest quality Continuing Professional Education (CPE) credits for CPAs and attorneys. This organization adheres to the regulations and requirements prescribed in the Accountancy Act of the State Board of Accountancy. This program has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 1.5 hours, (of which 0 hours will apply to legal ethics/law practice management/prevention, detection, and treatment of substance abuse and emotional distress/elimination of bias credit, as appropriate to the content of the activity); and the CPE Forum of the Central Coast certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.
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