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Monthly Dinner Meeting – July 23, 2015


Hot IRS Topics in Estate & Gift Tax Return Audits

Speaker: Robin Klomparens, Attorney at Law

Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825

Hot IRS topics in estate and gift audits. The speaker will examine the government’s latest areas of interest in IRS estate and gift tax exams. Discussion will focus on their method of attack and the defenses available for taxpayers. There will also be a discussion on IRS/Treasury’s recent tactic to eliminate discounts and any other pressing current developments. Bring your questions as those will be addressed as well.

 

Speaker Bio:

Robin L. Klomparens is a partner in the law firm of Wagner Kirkman Blaine Klomparens & Youmans LLP. Ms. Klomparens specializes in income, state and local estate and gift taxation. She advises clients on business transactions, entity formation (profit and non-profit), state and federal tax audits and litigation matters, estate planning, probate and trust administration, and serves as a consultant, expert witness and mediator in her field.

Ms. Klomparens has a business degree specializing in finance from the University of Florida. She received her Juris Doctorate from the University of Miami in 1985 and an LL.M. in Taxation in 1986. She was admitted to practice in Florida in 1986 and joined the ranks of California attorneys in 1987. She was admitted to practice before the U.S. Tax Court in 1990.

Ms. Klomparens has been an adjunct professor for Golden Gate University in the Masters in Tax curriculum, a member of the Executive Committee of the Taxation Section of the State Bar of California, and a member of the Estate and Gift Committee of the State Bar of California. She is on the board of a variety of other charitable organizations. She has lectured extensively and has written numerous articles on various issues in her field of specialization.

 

CE Hours:

2 Federal hours – IRS Program # WZA09-T-01372-15-I

CTEC Program # 1001-CE-7843

 

Register at https://www.123signup.com/event?id=pxznr

 

** Please note our meeting will not be on the 3rd Thursday of the month this month due to a scheduling conflict with the CSEA Annual Meeting. We have pushed back 1 week to Thursday, July 23rd **

Board Meeting begins at 4:45pm

Dinner begins at 6:00pm

Education 7:00pm to 9:00pm

Cost:

Members/Non-Members who RSVP by July 20th- $35/$40

Members/Non-Members who RSVP after July 20th- $40/$45

* Any unpaid reservations not canceled on or before July 20th will be billed.

PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!


2015-2016 Dinner Subscription Service


NEW FOR THE 2015 – 2016 YEAR!!

Reserve all eight chapter meetings in advanced and get one free!

No increase in price for different venue or additional CPE.

 

Choose one:

Beginning July, eight dinner meetings for the price of seven ($280 value for $245)

                                                                     Non-Member pricing ($320 value for $280)

 

Beginning August, seven dinner meetings for the price of six ($245 value for $210)

Non-Member pricing ($280 value for $240)

 

No subscriptions accepted after August 20th accepted.

 

Please continue to RSVP for the monthly meetings. After your payment has been received you will be given a discount code to use on the dinner reservations. No refunds or other discounts. However, you may authorize a substitute attend in your behalf if you can't attend.

 

Sign up at https://www.123signup.com/event?id=pxzhc


2015 SEE Course


Learn the Easy way!  This is a fast paced, comprehensive course designed to help you tackle the vast amount of information you are required to know to successfully pass the SEE. 

Instructor led discussion utilizing Fast Forward Academy materials and question bank offers you the best of both worlds.  Our materials are relevant for both beginners and those with experience.  This is the only course taught in the Sacramento area—do not missout! 

Classes: Saturdays from 9 AM—4 PM 


Part I – Individuals (June 13th, June 20th, June 27th, July 11th)

Prelim Work/Taxpayer Data

Income and Assets

Deductions and Credits

Taxation and Advice

Specialized Individual Returns

 

Part II – Businesses (Aug 1st, Aug 8th, Aug 15th, Aug 22rd, Aug 29th)

 

Type of Businesses

Business Financial Information

Specialized Returns and Tax

 

Part III – Representation, Practices and Procedures (Sept 19th & Sept 26th)

 

Practices and Procedures

Representation Before the IRS

Specific Types or Representation

Completion of the Filing Process

 

 

$200 materials fee is non-refundable!  All cancellations are subject to a $25 processing fee. No refunds if you cancel less than 1 week prior to the start of a session. 

 

For more information or the register, please go to https://www.123signup.com/event?id=pgvdz 




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