ORANGE COUNTY ESTATE PLANNING COUNCIL

Registration: 4:00 to 4:30 PM

4:30 to 5:30 PM - Maximizing Your Marketing Budget in an Uncertain Economy

Speaker: Kevin W. Brown, MBA 

Developing an effective marketing strategy in a highly competitive market is difficult enough - and even harder when the economy is in a state of ongoing turmoil.  So what can you do?  This presentation will help you develop an effective plan to market your firm, even if you have a small marketing budget.  Take advantage of the opportunities to learn from a leading expert in the industry!

Kevin W. Brown, MBA is known as a pioneer and leading-edge expert in the field of professional services marketing.  His firm, Kevin Brown Marketing & Consulting, is widely recognized as the premier marketing firm in Orange County, California specializing in professional services firms.  Prior to starting his own firm, nhe was the Director of Marketing at Deloitte in Orange County, and also worked at The Geneva Companies and Bank of America.

Mr. Brown is author of over 100 articles published nationwide and locally.   A clear, dynamic, and diplomatic speaker, Kevin regularly speaks on various marketing and business development topics to professional services firms and organizations, including Bar Associations, the California Society of CPAs and the American Institute of CPAs (AICPA).  He is recognized nationally as an expert in the industry and has served on numerous boards. 

**This program does not qualify for continuing education credit.

Registration, Networking and Cocktails: 5:30 to 6:00 PM 

7:00 to 8:00 PM - What to Do for Dying Clients Owning Interests in Pass Through Entities
Speaker: Jonathan A. Karp, Esq. 

Many clients today own interests in pass through entities, such as partnerships, S corporations and/or limited liability companies. Upon a client’s death, the ownership of such entities creates both planning opportunities and traps for the unwary, where S corporation elections can be inadvertently lost, or opportunities for basis adjustments overlooked. This session will focus on guiding the professional through these opportunities and traps. Key points will include:

•  IRC Section 645 elections and benefits/traps in connection with S corporations
• Overview of trusts which qualify as S corporation shareholders and required elections
• IRC Sections 754/743(b) elections and benefits
• Basic adjustments for S corporations, partnerships and LLCs

Jonathan Karp is a partner at Silver & Freedman and a member of the firm's  Business & Tax Department. Jon represents medium sized, closely held businesses and their owners in a variety of industries, including manufacturing, distribution, retail sales and professional services, and high net worth individuals. He is both an attorney and licensed by the State of California as a Certified Public Accountant (inactive).

Jon was previously Vice President of the Los Angeles Chapter of the California Society of Certified Public Accountants and currently chairs the Management of an Accounting Practice (MAP) Committee. In 2004, the California CPA Education Foundation honored Jon with the Conference Volunteer of the Year Award. The award recognized Jon's service to the Foundation's conferences, both chairing and speaking at them. Jon also received a Special Recognition Award in 2004 from the Los Angeles Chapter of the California Society of CPAs for his service to that organization, paricularly in revitalizing the local MAP Committee. In addition, Jon was recognized by Law & Politics as a top Southern California Lawyer, featured in Los Angeles magazine in 2004, 2005, 2009, 2010 and 2011. Jon has over 30 years of experience as a CPA as well as an attorney, practicing in the areas of income tax planning, business succession planning, and estate and gift taxation for closely held businesses and professional firms and their owners.

Jon is a frequent presenter on estate planning, succession planning and business related tax topics. He has co-chaired and spoken at annual conferences of the California CPA Education Foundation, at the AICPA National Tax Conference, numerous study groups of the California Society of Certified Public Accountants, various accounting firms, legal groups and trade associations. He has served as an Adjunct Professor at USC in the Master of Business in Taxation Program and has guest lectured at the UCLA Law School.

**CE Information:  This presentation is pending 1-hour of CEU with the CFP Board of Standards. Attorney, CPA and Professional Fiduciaries: This presentation is approved for 1-hour of CEU.  Insurance Professionals: Does not qualify for CEU's.

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