Private Client Services

Trusts & Estates Planning


Planning Opportunities for Individuals

June 20, 2018 at 10:40am11:55am (PDT)
Skirball Cultural Center

Stefanie Lipson will present at the 2018 CalCPA Entertainment Industry Conference, alongside Carol Bradford, Frances Ellington, and Bob Jason, about new considerations for talent. Their discussion points will include changes to itemized deductions and rethinking the loan out, state and local planning for sourcing social media and relocating. And what about philanthropy impacts from tax laws? They will also address the topic of drop-offs in charitable donations and estate and gifts.