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Half Day—Tax Valuation Workshop February 11, 2010 830 am

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Half Day—Tax Valuation Workshop February 11, 2010 830 am Powered By Docstoc
					      Los Angeles Chapter of the American Society of Appraisers
                                                                                                                presents:

                                                    Half Day—Tax Valuation Workshop
                                                            February 11, 2010
                                                           8:30 am to 12:00 pm
                                       •   GIFT & ESTATE TAX ISSUES—Presentation on Gift & Estate Tax Issues,
                                           various types of Estate Planning Strategies that require valuations, etc. Current hot
                                           topics, interacting with valuation professionals, dealing with IRS etc.
  REGISTRATION                                Presenter: Sheila Viswanathan, Director, Deloitte Tax LLP

    DETAILS                            •   LEGAL ASPECTS GIFT & ESTATE ISSUES—Presentation from Attorney on
                                           legal aspects Gift & Estate Issues, Courts/Judges’ rulings/opinions, etc. Update
       Thursday                            new and proposed law changes.
                                             Presenter: Robin P. Jamplis, Of Counsel, Rodriguez, Horii, Choi & Cafferata LLP
   February 11, 2009
                                       •   DISCUSSION PANEL—Four member panel discussion involving BV issues
Check-in 8:30—9:15 am
     Continental Breakfast                     1.    Quantifying DLOC/DLOM
1st Session: 9:15—10:00am                      2.    Valuation methods and approaches
2nd Session: 10:15—11:00am
3rd Session: 11:00—12:00pm                     3.    Recent trends in gift and estate tax
                                               4.    Databases and sources of empirical data
LOCATION:
                                               5.    S Corp issues and real estate in depressed
Deloitte                                             market.
350 S. Grand Avenue
18th Floor Training                            Moderator: Mark Hayden, Partner Deloitte FAS LLP
                                               Panelist:  David Mao, Senior Manager, Deloitte FAS LLP
Los Angeles, CA 90071
                                                           Candace Nesbitt, Senior Manager, Deloitte FAS LLP
                                                           Marc Harper, Deloitte Tax LLP
COST:                                                      Jay Goldenberg, Estate Tax Attorney, Internal Revenue Services

Early registration: $50.00
After February 03, 2010 and at
the door add $10.00 late fee.          REGISTRATION

       3 hours ASA CE                      Name: _____________________________________________________
           approved                        Company: ___________________________________________________
                                           Address: ____________________________________________________
                                                       ___________________________________________________
                                           Phone:     ____________________________________________________
                                           Email: _____________________________________________________

                                       PAYMENT:       VISA | MASTERCARD | AMERICAN EXPRESS | CHECK

                                           Credit Card #: _________________________________________________
  ASA-LA | c/o DeborahAnn Marshall         Expiration date: _______________         Vcode: ___________
       18992 Soledad Canyon Road
            Santa Clarita, CA 91351        Billing address for credit card if different from above
              Phone: 818.333.6179          ______________________________________________________________
                 Fax: 818.332.2905
Email: dmarshall@socalappraisers.org