We Care to Share: Human Relations in Business and Dinner Meeting: The Tax and Estate Implications of One Big Beautiful Bill: What You Need to Know and Basic International Tax Compliance for Individuals
San Diego - East County Chapter In-Person Meeting

Date/Time:

Tuesday, October 7, 2025
We Care to Share: 4:00 PM - 5:00 PM
Dinner Meeting: 5:30 PM to 8:00 PM

Location:

Pacific Southwest Association of Realtors El Cajon
1150 Broadway
El Cajon, CA 92021

Topic: 

We Care to Share Course Description:
Human relations in business focuses on how employees and leaders interact, solve problems, and feel about each other within an organization. It involves processes like hiring, training, and conflict resolution, aiming to foster positive experiences and relationships. NO CONTINUING EDUCATION OFFERED FOR THIS COURSE AND NO ADDITIONAL CHARGE TO ATTEND.

Dinner Meeting Course Description:
This panel will unpack the key tax and estate provisions proposed in the One Big Beautiful Bill, with a clear-eyed look at how it could reshape the financial landscape for high-net-worth individuals, family owned businesses, and everyday taxpayers. Attendees will learn about the proposed changes to federal tax and estate laws, how these changes may affect wealth transfer and trusts, and how to adapt estate plans based on the new regulations. Additionally, the panel will discuss FBARs, Form 5431, and foreign income.

Presenter(s):

Devon Arabo, Esq., LL.M. - Of Counsel at RJS LAW
Devon J. Arabo is Of Counsel & Co-Chief of Operations at our firm, where he has worked for over 16 years. Mr. Arabo represents clients before the Internal Revenue Service (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and California Department of Tax and Fee Administration (CDTFA). Mr. Arabo represents clients facing tax-related issues before various state and federal taxing authorities. His thoughtful strategy and compassionate advocacy have saved his clients millions of dollars and earned them priceless peace of mind. Notably, he recently saved a client over $1 million in a complex IRS audit involving an initial liability of more than $1.7 million—successfully settling the matter for just $450,000. Mr. Arabo’s commitment to excellence and client advocacy has earned him a stellar reputation throughout the community. He began honing his business acumen while providing administrative assistance to Shamoun Investments Co., where he facilitated multimillion-dollar transactions, including significant property acquisitions and sales. Mr. Arabo is a proud “Triple Torero,” having graduated from the University of San Diego with three degrees. Mr. Arabo earned his Bachelor of Accountancy with a minor in both Finance and Real Estate. As part of his undergraduate experience, Mr. Arabo was an involved member of USD’s Accounting Society. Mr. Arabo continued to earn Juris Doctor (JD) from the University of San Diego School of Law. During law school, Mr. Arabo was a member of the Tax Law Society and Middle Eastern Law Student Association. In his second year of law school, Mr. Arabo served as the American Bar Association (ABA) Chair where he assisted students with registering with the ABA, which is the largest professional organization for practicing attorneys. After graduating law school, Mr. Arabo continued his educational journey by obtaining his Master of Laws in Taxation (LL.M) from the University of San Diego School of Law. Mr. Arabo’s professional excellence has been widely recognized. He was named one of San Diego’s Top Attorneys in 2023; selected for SD Metro Magazine’s 40 Under 40 in 2023, 2024, and 2025; and honored as a 2025 Super Lawyers Rising Star—a designation reserved for attorneys who exhibit excellence in practice, based on peer recognition and professional achievement. Born and raised in San Diego, Devon is a die-hard Padres fan and an active member of his community. Off the clock, he enjoys spending quality time with his wife Chanel and his young son Damon.

Brian Malloy, Esq. - Of Counsel at RJS LAW
Brian M. Malloy is Of Counsel with RJS LAW and co-chair of its trusts and estates practice group. Over the course of his career, Brian M Malloy has developed a well-rounded breadth of experience in trusts and estates, corporate and real estate transactions, and general business matters. He counsels families, business owners, and successful individuals in all areas of estate planning. His practice has focused on sophisticated family wealth and transfer tax planning, asset protection, complex trust and probate administrations, business succession planning, fiduciary representation, charitable planned giving, and nonprofit tax-exempt organizations representation. Mr. Malloy also advises private and public companies with respect to entity formation, mergers and acquisitions, private capital, financial transactions, real estate matters, and commercial transactions in general and has been able to provide his clients with valuable and practical legal advice based on his experiences serving as outside general counsel for many companies as well as in-house corporate counsel. He has also been actively involved in most asset classes of real estate throughout his career, including retail, office, industrial, multi-family, residential, and mixed use, and has creatively negotiated a wide variety of partnership, operating and related agreements. Prior to joining RJS LAW, Mr. Malloy previously served as in-house corporate counsel for a public company and was a partner at an AmLaw 100 law firm and co-chair of its Wealth Management, Probate, and Asset Protection practice group. Mr. Malloy received his Juris Doctor from California Western School of Law and his Bachelor of Science in Business Administration in Accounting and Finance from the University of Arizona where he was a scholarship athlete and four-year letter winner in track and field. 

Andrea Cisneros Valdez, Esq., LL.M. – Of Counsel at RJS Law
Andrea Cisneros Valdez is a distinguished legal professional specializing in international tax law and strategic planning. With a strong focus on designing tailored corporate structures for cross-border investments, Andrea possesses extensive expertise in international tax planning and compliance. She excels in assisting multimillion-dollar companies and corporations in optimizing their structures for maximum efficiency. Andrea’s proficiency extends to drafting meticulous Shareholders Agreements, Bylaws, and Operating Agreements, showcasing her unparalleled skill in corporate structuring. Drawing on her wealth of experience, Andrea provides invaluable guidance to non-resident aliens regarding the tax implications of investing in the United States, as well as advising U.S. citizens on overseas investments. She is a trusted advisor on a wide range of U.S. international tax matters, including navigating complex anti-deferral regimes including GILTI provisions, Subpart F income, and PFICs. Andrea also provides strategic insights on foreign tax credit planning, tax treaty structuring, FIRPTA withholdings, and Branch Profits Tax planning. Known for her adept handling of multi-national families’ compliance issues, Andrea has successfully guided numerous individuals through pre-immigration tax and estate planning. Licensed to practice law in California and Mexico, Andrea holds a Master of Law in Comparative Law with a Concentration in Taxation from the University of San Diego School of Law, complemented by a specialization in Mexican tax law from Universidad de las Americas Puebla. Outside her legal practice, Andrea enjoys leisurely walks exploring the vibrant cityscape with her huskies, Neo and Trinity. Recognized as a trailblazer in her field, Andrea has been honored as one of San Diego Metro’s “40 under 40” leaders and acclaimed as one of San Diego’s Top Attorneys. Andrea serves as an Adjunct Professor at the University of San Diego School of Law, imparting her wealth of knowledge and expertise to aspiring legal professionals.

Remy Hogan, Esq., LL.M. - Associate Attorney at RJS Law
Remy Hogan is an Associate Attorney at our law firm. Ms. Hogan assists our attorneys with client matters before the Internal Revenue Service (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and California Department of Tax and Fee Administration (CDFTA).Ms. Hogan earned both her Juris Doctor and Master of Laws in Taxation (LL.M.) from the University of San Diego School of Law. During her time at USD, she was actively engaged in student organizations, serving as Chair of the Tax Clinics within the Tax Law Society and Vice President of the Middle Eastern Law Students Association. She was honored with the Judge David Laro Scholarship and the Linden Root Dickinson Tax Scholarship for her academic excellence, community engagement, and commitment to the field of taxation. In addition to her legal work, Ms. Hogan serves as the Marketing and Outreach Chair of the San Diego Young Tax Lawyers organization, and she is an active member of the Arab American Bar Association, regularly attending networking events and engaging with the legal community. She also contributes to mentorship programs within the legal community by assisting students applying to law school with refining their applications. Ms. Hogan graduated summa cum laude from the University of La Verne, earning a Bachelor of Arts degree in communications with an emphasis in public relations. She served as the Editor-in-Chief of the La Verne Magazine, published stories as a staff reporter for the university’s Campus Times, and was an on-air personality on the campus radio station, LeoFM. Ms. Hogan participated in advocacy-based extracurriculars, including serving as a Senator for the College of Arts and Sciences in the student government, and representing her sorority as President, attending conferences as a voting delegate. Before attending law school, Ms. Hogan worked with Lendistry, a loan agency responsible for processing applications for the California Relief Grant. In this role, she assisted small businesses and non-profits with their monetary relief applications to the state of California to obtain working capital during the pandemic. She worked directly with clients reviewing tax returns and other official qualifying business documents. Ms. Hogan also served on a team working with California and New York legislatures to draft policies making grants more accessible to small businesses and non-profits. In her free time, Ms. Hogan enjoys playing pickleball, trying new restaurants, and spending quality time with her family and friends.

CPE Information:

2 Federal Tax Update hour(s) (Topics covering new tax law)

IRS: 18QC1-U-02200-25-I
CTEC: 1000-CE-05679

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by October 2, 2025 at midnight
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Cost if registered after October 2, 2025 at midnight
Registration Fee (Member): $70
Registration Fee (Non-Member): $100

Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.