Upcoming Events

    • Wednesday, January 04, 2023
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    Register



    PO Box 245, Walnut Creek, CA 94596

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


    Complimentary Networking Event

    @ Headlands Brewery 

    January 4, 2023

    4pm to 6pm

    Join EPCDV for a complimentary networking event on January 4th from 4pm to 6pm at Headlands Brewery in Lafayette, CA.

    There is no cost to attend, and members will be provided 1 complimentary drink ticket.

    BECOME AN EPCDV MEMBER TODAY


    Special Thanks to our Member Supporters 

    Kirsten Howe, Esq. 

    Absolute Trust Counsel

    Heather Hamilton

    Fiduciary Accounting Services, LLC

    Michael Low

    Doyle Low LLP

    Kyle Johnston, Esq.

    Bank of America Private Bank

    Elizabeth Mintzer, CFP®

    Rainer Wealth Management

    Stacie Nelson, Esq.

    Holland and Knight

    Lisa Soloway

    Soloway Fiduciaries, Inc.

    Steve Way, CLU®, ChFC®

    Way Financial

    Bert Payne, CPA, CGMA

    Insurance Review Services


    Estate Planning Council Diablo Valley | EPCDV.org


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



    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*

    Interested in Sponsoring an Event CLICK HERE

    ZOOM WEBINAR


    January 18, 2023


    4:00pm- Networking

    4:25pm- Welcome &

    Announcements 

    4:45pm- Speaker Presentation

    6:00pm - Meeting Close


    Member Cost:

    $20


    Guest Cost:

    $30


    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


    JOIN EPCDV TODAY!



    Special Thanks to Our

    Member Supporters


    C. Joseph Doherty, Esq.

    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

    Compass


    Steve Way, CLU®, ChFC®

    Way Financial




    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

    Estate Planning Council Diablo Valley | EPCDV.org


Past Events

Wednesday, December 07, 2022 12/7/22 EPCDV Networking Event
Wednesday, November 16, 2022 11/16/22 EPCDV General Meeting
Wednesday, November 02, 2022 11/2/22 EPCDV Networking Event
Wednesday, October 19, 2022 10/19/22 EPCDV General Meeting
Wednesday, October 12, 2022 10/12/22 EPCDV Networking Event
Wednesday, September 21, 2022 9/21/22 EPCDV General Meeting

The Council typically meets at the on the third Wednesday of each month, September through May unless noted otherwise*. Members and their guests enjoy a relevant speaker in the field of Estate Planning.

ZOOM Schedule
4:00pm- Networking
4:25pm- Welcome/Announcements and Message from the Sponsor and Attendee Introductions
4:45pm- Speaker Presentation
6:00pm- Meeting Close

IN PERSON Schedule
6:00pm- Networking
6:30pm- Dinner, Welcome/Announcements and Message from the Sponsor & Attendee Introductions
7:00pm Speaker Presentation
8:00pm- Meeting Close


PLEASE MARK YOUR CALENDARS FOR THESE UPCOMING EVENTS

November 16, 2022- TBA In Person/Virtual

January 18, 2023- TBA In Person/Virtual

February 15, 2023- TBA In Person/Virtual
March 15, 2023- TBA In Person/Virtual

April 19, 2023- TBA In Person/Virtual

May 17, 2023 - TBA In Person/Virtual

In addition to the CLE programs exciting networking events are being planned and will be scheduled/announced soon.


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