March Newsletter
President's Message
It was great to see so many people at the meeting last week for Karen Brosi's presentation on Tax Season 2010- What now? She gave us an interesting and informative presentation on what issues our clients will be facing this tax season and during the 2010 year. We truly enjoyed having a past member of the Forum speak to us.
At our last meeting, board member Veronica Dostal prepared cards for you to send to your colleagues, friends, or members who you have not seen in a while to invite them to our March meeting. Please be sure to send the cards. If you are interested in becoming more involved in Financial Planning Forum by joining a committee or the board, please let me know. We are currently in the process of setting our leadership for the 2010-2011 year. The Board of Financial Planning Forum strives to make this organization a benefit to members by providing excellent educational programs and great networking opportunities for our members. Your active participation helps to make us a premier organization in the Bay Area.
Board member Kaye Sharbrough has been busy working to improve our website to make it more user friendly. We should have the improved website up by next month. One of the enhancements is that you will be able to search the member directory by name, category, and keyword to make it easier for our members to access the names of our members. If your member profile is not current, please take the time to update it so that members can easily find you when searching.
We look forward to seeing you on March 23rd.
Thank you for your active support and participation in Financial Planning Forum!
Sincerely,
Krista Conover
THIS MONTH'S PROGRAM
PROPOSITION 13: CHANGE IN OWNERSHIP AND EXCLUSIONS
by Bradley M. Heller, Tax Counsel III at California State Board of Equalization, Tax and Fee Programs Division
On March 23rd we will welcome Bradley Heller who will speak on "Proposition 13: Change in Ownership and Exclusions." He will provide background information on the State Board of Equalization and its property tax functions, discuss the fundamentals of propositions 8 (decline in value) and 13 (change in ownership), explain how the change in ownership rules apply to trusts, and explain how the change in ownership rules apply to transfers into and out of legal entities and transfers of interests in legal entities.
Mr. Heller has worked at the California State Board of Equalization in Sacramento since 2000. He is currently Tax Counsel III (Specialist) in the Tax and Fee Programs Division. Since 2004, Mr. Heller has been the lead attorney responsible for promulgating the Board of Equalization Rules for Tax Appeals. He currently advises the public, staff, and the Board regarding sales and use taxes, special taxes, franchise and income taxes, property taxes, fees and administrative procedures.
Prior to his current position, Mr. Heller was the primary attorney responsible for advising staff on issues involving the taxation of estates, trusts, and real estate investment trusts for the Franchise Tax Board. He served as a protest hearing officer and represented the Franchise Tax Board (FTB) in appeals to the State Board of Equalization involving the taxation of estates, trusts, individuals, partnerships, and corporations. He also served on the technical advisory team implementing California's qualified small business stock provisions and co-edited the FTB's S corporation audit manual.
Mr. Heller received his LLM in Taxation from University of San Diego School of Law and his JD from Whittier Law School. He graduated from Cal State University in Long Beach.
He regularly speaks at the California Tax Policy Conference (2005, 2006, 2008, and 2009)
JOIN US
March 23, 2010
Sheraton Hotel, 625 El Camino Real - Palo Alto
Reception 5:30, Dinner 6:00, Program 7:00 -8:00
Please register by March 18th: Members $47, Guests $57
Member News
Jennifer Cray has the following announcement:
The Financial Planning Association invites you to attend the 38th annual FPA NorCal Conference on Wednesday, June 2 & Thursday, June 3 at the Palace Hotel in San Francisco.
More than 700 leaders from the financial planning community in Northern California and across the nation gather in San Francisco each year to share ideas, re-charge their batteries, hear prominent experts, and examine the challenges ahead so that they will be better prepared to help clients achieve their financial dreams.
This year's conference features keynotes by best-selling authors Andrew Ross Sorkin, New York Times reporter and author of "Too Big To Fail," and Patrick Lencioni, author of "Getting Naked: Shedding the Three Fears that Sabotage Client Loyalty." The breakout sessions cover a wide range of topics, from client communication to investing, from retirement to real estate.
The schedule and details are posted on the conference website at www.FPANorCal.org. The deadline for discounted early registration is March 15.
Email your news, article or announcement for inclusion in the next newsletter.
A BIG THANK YOU to our Sustaining Members
Carol Weeks Acker -- Nancy K. Weeks Associates, LLC
Chris Acker -- C B Acker Associates Insurance Services
Holly Agbayani -- Brown Adams LLP
Leslie H Beck -- Beck Investment Management, LLC
Fritz Brauner -- The Brauner Company
Richard Chambers -- Investor's Capital Management, LLC
Krista M Conover -- Borel Private Bank & Trust Company
Janet L Craig -- Young, Craig + Co., LLP
Jennifer Cray -- Investor's Capital Management, LLC
James Patrick Curran -- Curran & Lewis Investment Mgmt
Veronica R Dostal -- Accredited Financial Counselor
Todd Flesner -- Stern Mortgage Company
Joel E Jakubson -- Jakubson Financial Organizers
Mark Edward Jamison -- Bernstein Global Wealth Management
Judy T Johnson -- Unexpected Treasures
Kathy Johnson -- Home Care Assistance
Steve Johnson -- Seiler LLP
Roger P Kokores -- A Professional Corporation
Stephen W Lewis -- Lewis & Mathews Investment Inc.
Mitchell P Miller -- Miller Law Group
Steve Philpott -- Nelson Roberts Investment Advisors
David Sacarelos -- Seiler LLP
Julie A Schatz -- Investor's Capital Management, LLC
Ilze I Silis -- TSB Financial
Jeanne K Smith -- Exit Stage Right, LLC
Karin Swanson -- Karin Swanson CPA
K. Esther Szabo -- KK Wealth Advisors, LLC
Craig Uffelman -- Ameriprise Financial Services
Curt Weil -- Lasecke Weil Wealth Advisory Group, LLC
Richard Zimmerman -- Divorce Mediation Group
And also a BIG THANK YOU to our Sponsors
Diamond Certified
Borel Private Bank & Trust Company
El Camino Hospital Foundation
Johnson Lyman Wealth Advisory
Home Instead Senior Care
US Bank
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