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Now That the Client Has Died - What is the Tax Professional's Role in Settling the Client's Estate or Trust?
Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
Thursday, June 21, 2018, 5:00 PM PDT
Category: Chapter Meetings

Now That the Client Has Died - What is the Tax Professional's Role
in Settling the Client's Estate or Trust?

Date/Time:

June 21, 2018

Registration 5:00 P.M.
Speaker at 5:30 P.M.
Dinner at 6:30 P.M.
Speaker continues at 7:30 P.M.

Location:

Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108

Description:

As tax professionals we spend a lot of time determining just how certain taxes are and how to assist our clients in navigating the treacherous waters of the US tax code. This class will explore the first half of Benjamin Franklin’s statement, that death is the other certain factor. Most of us have dealt with, and all of us will deal with the death of a loved one or of a client. As a tax professional, there are certain responsibilities that must be undertaken, ethically, to assist the client’s survivors to settle the affairs of a deceased client.

This class will help you understand what should be done and what must be done as a tax professional and the boundaries within which you must work to carry out your ethical obligation to your clients and their survivors.

This class will start with the basics and quickly move into intermediate details involving the tax professional’s responsibilities regarding trust administration and estate settlement.

Presenter(s):

Gary Quackenbush, Esq.

Gary Quackenbush operates his Financial Solutions law practice, GQ LAW, out of the Rancho Bernardo area in San Diego, California. Since 1988 his emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as; Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc.His estate planning practice focuses on wills, trusts, and estate administration including probate court work. His office handles civil litigation cases such as personal injury, contract disputes, property disputes, and business matters. His business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies. Gary received a Bachelor of Science degree in business finance from Brigham Young University in 1984.He received his Juris doctorate from California Western School of Law in 1988.He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern and Central Districts of California, Federal District Court in the South-ern and Central districts of California, Federal District Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court. Gary is the host of his own radio show “GQ on the Law” on Stitcher Radio and can be found in iTunes. He is a weekly guest on the “Word on Wealth” radio program with Marty Schneider on KCBQ 1170AM and KPRZ 1210 AM.He is past president of the California Society of Tax Consultants at the state level and is president of CSTC San Diego Chapter.

Cost:

$40 Members 
$50 Non-Members 

$45 Members without reservations
$55 Non-member without reservations  

Registration:

Register by Monday 18, 2018.

To register, send an email to [email protected] with number attending and meal choice of Chef's Choice or Vegetarian.

CEUs:

1 California Hour
1 Federal Tax Law Hour

IRS: 18QC1-T-00957-18-I
CTEC: 1000-CE-4334

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.


Contact: To register, send an email to [email protected] with number attending and meal choice of Chef's Choice or Vegetarian.