July 2009
Tips and Traps for the Professional Advisor Post-Proposition 8
Deb L. Kinney, estate attorney and principal, DLKLawGroup PC, Chris Kollaja, CPA and partner, A. L. Nella & Co., and Barry Taylor, CFP, and Portfolio Manager, Bingham, Osborn & Scarborough, LLC answer questions such as: How should you advise clients in a world of legal uncertainty? Are you planning for an individual client or a couple? Should those married in other jurisdictions file as married for California State income tax purposes? Should married couples also register as Domestic Partners? This event is co-sponsored by the San Francisco Foundation.

May 2008
Tax Return Postmortem: What Actually Happened with California Registered Domestic Partner Tax Returns?
Pan Haskins, MS (Taxation), CPA, Karen Stogdill, CEBS, EA, and Jan Zobel, EA, three of our community's leading tax preparers, share what they discovered during this first year of filing California married returns for registered domestic partners: What kind of trends emerged? What were the thorny issues? What were the hardest issues to resolve between the Federal and the State returns? Click here to listen to a podcast of the session, and view the presentation here.

2007 • 2006 • 2005