Posts Tagged ‘California Society of CPAs’

Webcast postmortem

I just finished the webcast for the California Society of CPAs on “Multinational Families and Inbound Wealth Transfers.” Wow an hour went fast. I have been talking about this stuff in full day courses so boiling it down to an hour really just gives an overview of the situation. There is no time to talk [...]

Webcast — Friday, 23 Jan 2009 at 10:00 PST

I am doing a webcast for the California Society of CPAs on Friday, 23 January 2009, at 10:00 a.m. Pacific Standard Time. The topic: Multinational Families and Inbound Wealth Transfers. One hour. Sign up. Ask me hard questions.

2008 Tax Update and Planning Conference

I’m the Master of Ceremonies at the 60th Annual Tax Update and Planning Conference sponsored by the California Society of CPAs — November 24 and 25, 2008. I have been a speaker at this conference a few times in the past, and sit on the Organizing Committee as well. It’s a great event. I’m handling [...]

Estate of Fung – mortgage debt and estate tax

For all of the people who were in my “Foreign Investment in U.S. Real Estate” class yesterday in San Francisco (I taught a 1-day course sponsored by the California Society of CPAs Education Foundation), here is one of the things I promised to deliver. Tax Court Opinion The Estate of Fung attached (warning: PDF) are [...]