ESTATE PLANNING COUNCIL OF SAN DIEGO

The Estate Planning Council of San Diego Presents:

 

November 17th, 2020 EPCSD

Virtual Meeting Via Zoom:

Year End Planning

By: Jon Beyrer  &  S. Andrew Pharies 

Date:  Tuesday, November 17th, 2020

Time:  4:30pm-6:30pm

(Speaker begins at 5:15pm)

Cost: $30.00 per person (Guest or EPCSD Member)

Zoom Webinar ID and Password: 

Will be sent to everyone who has registered and paid on Monday, November 16th. 

 

Sponsor:

Leinenweber & Associates

CPAs, Inc.

SPECIALIZING IN ACCOUNTING SERVICES FOR:

Individuals,  Trusts, Estates & Business

Individual income tax returns |  Trust income tax returns |  Estate income tax returns | Estate tax returns | Business tax returns | Tax Planning | Trust accounting |. Estate accounting

 Personnel: 

Mark E. Leinenweber, CPA – Forty-two years of tax and accounting experience including four years with Price Waterhouse; Certified Public Accountant since 1978; BS and MBA from University of California, Berkeley.

Jillian A. Lombard, CPA – Thirty-five years of tax accounting experience including four years with Price Waterhouse; BA from University of California, San Diego, MS in Taxation from San Diego State University.

Arna Vatuk, CPA - Forty years of tax and accounting experience; Certified Public Accountant since 1996 ; BS from University of Illinois.

Briana Dunfee, CPA –Certified Public Accountant. Ten years of tax and accounting experience; BA Business Administration from San Diego State University.

Mary Lu Operini – Thity-four years of tax and accounting experience; BA in Business Administration from San Diego State University.

7755 Fay Avenue, Suite D  La Jolla, CA  92037   (858)459-6284   Fax (858)459-6841

 

 

Topic: 

Year End Planning 

The taxpayers and voters have cast their votes and we have a new presidential direction in 2021. However, the results of the senate may not be known until  next year.  What does this all mean for estate planning professionals? 

Join us as Attorney Andy Pharies of DLA Piper, LLP and Jon Beyrer, CFP of Blankinship & Foster share new and old strategies for year-end estate, tax, gift, income, financial and charitable planning with their high-net worth clients.

 

Speakers: 

 

Jon Beyrer 

Jon Beyrer is a Certified Financial Planner® practitioner and is enrolled to practice before the IRS). He is a principal and lead advisor of Blankinship & Foster and serves as the firm’s Chief Compliance Officer. Jon earned his Master of Science in Financial and Tax Planning in 2001 and his Bachelor of Science in Finance in 1995 from San Diego State University.

 

Jon is an active leader in the financial planning profession and is a past president of the Financial Planning Association (FPA) of San Diego and the Southern California Compliance Group. Passionate about giving back to his community, Jon serves on Rady Children’s Hospital Foundation’s Estates and Trusts Executive Committee and is the co-founder of the Professional Alliance for Children, a public charity that has assisted hundreds of families of ill children with legal and financial issues.

 

S. Andrew Pharies 

S. Andrew Pharies is a partner with the international law firm of DLA Piper’s San Diego office.  His practice includes counseling clients on all aspects of domestic and international estate planning, trust and estate administration, tax planning, charitable planning, family business planning, and dispute resolution.

Andy Pharies received his B.S. from the University of California, Riverside and a J.D. from the University of Oregon, where he served as Editor-in-Chief of the Oregon Law Review.  Mr. Pharies is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization.

He has been recognized in Best Lawyers in America for Trusts and Estates (since 2013) and has been named a “Super Lawyer”  in Trusts and Estates (since 2008). 

He is a fellow in the American College of Trusts and Estates Counsel (ACTEC) and a member, Advisory Board, UCLA-CEB Estate Planning Institute among many other accolades.

 

 

 

Continuing Education Credits Pending:

This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and is pending for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour r, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals. 

 

Please RSVP

  by November 16th 2020

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.

 

 

Save the Date- Future EPCSD Meetings: 

The EPCSD.org website will be updated a month prior to each meeting with the RSVP information

• No Meeting in December 2020
• Tuesday, January 19, 2020 at 4:30pm
• Tuesday, February 16, 2021 at 4:30pm
• No Meeting in March 2021
• Tuesday, April 27, 2021 at 4:30pm
• Tuesday, May 18, 2021 at 4:30pm
• Tuesday, June 15, 2021 at 4:30pm

 

 

**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:

Jessica Vito Cruz

P. O. Box 880536

San Diego, CA 92168