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Around the World in 120 Minutes & California Round Table Discussion - San Jose Chapter Chapter Meeting 09.18.19
Biltimore Hotel
Santa Clara, CA 95054
Wednesday, September 18, 2019, 6:00 PM - 9:00 PM PDT
Category: Chapter Meetings

Around the World in 120 Minutes & California Round Table Discussion
San Jose Chapter Meeting


Wednesday, September 18, 2019
6:00 PM to 9:00 PM


Biltmore Hotel
2151 Laurelwood Rd
Santa Clara, CA 95054


Around the World in 120 Minutes

Is your client a non-US citizen? Is their spouse? Are they non-resident aliens? What about their parents? Do they own US real estate? There are many issues and tax traps for the non-citizen client. Are they eligible for relief under a tax treaty? What if they are not? Some will only get a sixty thousand dollar estate tax exemption? This presentation will help you be able to spot the issues regarding your non-citizen clients and help provide the highest quality service to them.

California Round Table Discussion

Bring your tax questions to our tax season Roundtable event and discuss possible solutions with other members; our research team will do their best to get you California answers utilizing The TaxBook and a leading California tax research book. Please email questions prior to event. Members from the San Jose Chapter Board of Directors and others will mediate the discussions.

Presenter (Around the World in 120 Minutes):

Raymond P. Sheffield, LL.M Tax and Estate Planning
Raymond Sheffield is a noted speaker around the country in the Tax and Estate Planning area. He speaks regularly before numerous professional and charitable organizations on various tax, business, and estate planning topics. He frequently gives training seminars to financial professionals and advisors, and he runs a couple of monthly study groups for them as well. Raymond holds a JD from the University of Santa Clara School of Law and an LLM in Estate Planning from the University of Miami in Florida (the top program in the country). He has served as an Adjunct Professor at Golden Gate University School of Law teaching in their LLM in Tax program.

CPE Information:

Around the World in 120 Minutes

2 Federal Law Hours

IRS: 18QC1-T-01239-19-I
CTEC: 1000-CE-4621

California Round Table Discussion

1 California Hour

CTEC: 1000-CE-4639

Knowledge Level (Around the World in 120 Minutes): Advanced
Knowledge Level (California Round Table Discussion): Overview 


Registration Fee (Member): $50
Registration Fee (Non-Member): $70

Starting September 16, 2019 a $10 late fee will apply. After this date, cancellations will not be accepted.


Please register below or contact Melissa Mora to register for this event.
Contact Email: [email protected]
Contact Phone Number: (408) 981-1610

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: Melissa Mora at [email protected] or (408) 981-1610