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California Practitioner Liaison Meetings and Seminars

If you live near a state line, please look for meetings in nearby cities of the bordering state.


Title: Estate and Trust Planning Conference

Date: July 17 - 18, 2017
Time: 8:30 a.m. - 5:10 p.m.
Location: Golden Gate University, 536 Mission Street, San Francisco, CA 94105
Registration: More information and registration available on the CalCPA website.
Event Information: This two-day conference focuses on Estate and Trust Planning and is being offered as both a face-to-face event, as well as a live web simulcast.

Speakers include tax professional and IRS subject matter experts in collaborative presentations and discussions. Sessions will be taped and recordings will be offered to the conference participants.

Certificates of completion and related credit are being offered for CPAs, Enrolled Agents, Attorneys and Certified Financial Planners.

Any fees being charged are by the hosting organization and not the IRS.
Sponsored By: California Society of CPAs (CalCPA) Education Foundation


Title: Recent Developments in Estate Tax

Date: November 17, 2017
Time: 12:00 p.m. - 1:00 p.m.
Location: Santa Clara Marriott, 2700 Mission College Boulevard, Santa Clara, CA 95054
Registration: Contact: Vivienne Antal; Phone: 510 907-5054; Email:
Event Information: The covered topic will be recent Developments in Estate Tax. It is a one hour presentation by IRS's Estate Tax Attorney. The event is at lunch time and parking is in the hotel. Lunch is paid by each member of the audience. Parking fees are TBD.
Sponsored By: Silicon Valley Bar Association

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Page Last Reviewed or Updated: 03-Jul-2017