1/18/23 EPCDV General Meeting

  • Wednesday, January 18, 2023
  • 4:00 PM - 6:00 PM
  • ZOOM


  • Active Member of EPC Diablo Valley

Registration is closed

PO Box 245, Walnut Creek, CA 94596

T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com

January 18, 2023

“Recent Development in Estate and Gift Tax at IRS"

Presented by:

Kyle Martin

Supervisory Attorney (Estate Tax)

Internal Revenue Service

*1 hour of CE Approved for CFPs, Attorneys and CPAs*

Special Thanks to this Month's Meeting Sponsor

Brian Rapela, MAI

Managing Partner, Joseph J. Blake and Associates, Inc.

Tel: 925.482.1370    Email: BRapela@JosephJBlake.com

Web: www.JosephJBlake.com

Interested in Sponsoring an Upcoming Event CLICK HERE


January 18, 2023

4:00pm- Networking

4:25pm- Welcome &


4:45pm- Speaker Presentation

6:00pm - Meeting Close

Member Cost:


Guest Cost:


Please note all reservations MUST be made no

later than 2pm the day of the monthly meeting.

Refunds will not be granted to cancellations that are received

after January 16th at 2pm.

All cancellation requests need

to be made in writing to EPCDiabloValley@gmail.com


Presentation Summary:

Kyle will discuss the recent developments in Estate and Gift Tax with topics including: Portability of the Deceased Spouses Unused Exemption Amount, Closing Letters, the use of electronic communications during audits, and the importance of obtaining a good appraisal

About Our Speaker:

Kyle is a Supervisory Estate Tax Attorney with the Internal Revenue Service in Oakland, California. He has been with the Service since 1989 and in his current position since March of 2006. Kyle is a graduate of the University of Kansas with a Bachelor of Arts degree in Psychology. In 1993, Kyle received his Doctor of Jurisprudence degree from San Francisco Law School. He has been a member of the California State Bar since December of 1993. As the Supervisory Attorney, Kyle manages: 5 Estate Tax Attorneys, 1 Paralegal Specialist and 1 Legal Assistant. Before obtaining his current position, Kyle was a field Estate Tax Attorney in San Francisco and Oakland from 1994-2006.

Learning Objectives

  1. The Importance of obtaining a good appraisal for Estate and Gift Tax
  2. How to obtain a closing letter
  3. Inadequate Disclosure on Gift Tax Returns

Special Thanks to our Member Supporters

C. Joseph Doherty
Gagen McCoy

Heather Hamilton
Fiduciary Accounting Services, LLC

Kirsten Howe, Esq. 
Absolute Trust Counsel

Kyle Johnston, Esq.
Bank of America Private Bank

Michael Low
Doyle Low LLP

Elizabeth Mintzer, CFP®
Rainer Wealth Management

Stacie Nelson, Esq.
Holland and Knight

Bert Payne, CPA, CGMA
Insurance Review Services

Lisa Soloway
Soloway Fiduciaries, Inc.

Tiffany Sutton-McFarland

Steve Way, CLU®, ChFC®
Way Financial

Estate Planning Council Diablo Valley | EPCDV.org

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