Most Compelling Planning Opportunities Now: Making Two Years Last a Lifetime

Oct 26, 2011 06:00pm -
Oct 26, 2011 08:00pm

Event Description

The American Association of Attorney-CPAs  

Northern California Chapter present:


Most Compelling Planning Opportunities Now: Making Two Years Last a Lifetime  


Speaker: Paul S. Lee J.D., LL.M. 

National Managing Director - Bernstein Wealth Global Management 


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New York City

November 2-6, 2011

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AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and qualify for credit both as CPE and CLE. The decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.



Accounting CPE/Legal CLE/MCLE 

The AAA-CPA is  registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors and CLE in the States of Florida, Texas, and Pennsylvania. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website A brochure with full details of the program is available from the association at 888-288-9272. This program meets the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state.  






Program Details

Date: Wednesday, October 26, 2011

 6:00pm - Registration

           6:30pm - Dinner and Presentation

Location: Fior D'Italia
                 2237 Mason Street
                 San Francisco, CA 94133
                 Click here for directions 

 1 CPE credit 


Cost: $35.00 Members and Guests

          $45.00 Non-Members*

*Non-Members that qualify to become a member of the AAA-CPA who join will receive a complimentary registration to this seminar. Membership in the AAA-CPA includes membership within the Northern California Chapter. First year regular membership dues are 1/2 price! Join online at or call the National Office at 888-ATTY-CPA.

Program Description

With the enactment of new estate, gift and GST tax (but possibly temporary) laws, how should professionals and their clients think about estate planning over the next 2 years?  Who should definitely act now?  Who should take a "wait and see" approach?  How do you build flexibility into the planning that you do today if tax laws change in the future?  This presentation discusses Bernstein's latest research and insights into the new tax legislation and it's far-reaching implications.  Further, for those clients who should act now regardless of changes in legislation, what are the most compelling opportunities now, based upon the current state of the capital markets.  It will discuss new twists on well-trodden techniques, along with cutting-edge innovative planning being used today.



Speaker Biography

Paul S. Lee is a National Managing Director of Bernstein Global Wealth Management, a position he assumed in 2006; he is also a member of the firm's Wealth Management Group, which he rejoined in 2008. Previously, he had been a managing director in the London and New York offices. Prior to joining the firm in 2000 as a Wealth Management Group director, he was a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP. Lee received a BA, cum laude, in English and a BA in chemistry from Cornell University, and a JD, with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LLM in taxation from Emory University. Lee was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting. A frequent lecturer and panelist on investment planning and tax and estate planning, Lee has spoken at the Heckerling Institute on Estate Planning, the ACTEC National Meeting, the ABA Tax-RPTE Joint National CLE Conference, the Southern Federal Tax Institute, the USC Institute on Federal Taxation and the Notre Dame Tax and Estate Planning Institute. His articles have been published by The ACTEC Law Journal; BNA Tax Management Estates, Gifts and Trusts Journal; BNA Tax Management Memorandum; The Practical Tax Lawyer; Major Tax Planning; Trusts & Estates; and the Emory Law Journal.

Questions? Call 888-ATTY-CPA   

Event Type:Chapter Meeting
Early registration ends on Sep 13, 2011.
Regular registration starts on Sep 14, 2011 and ends on Oct 26, 2011.
Late registration starts on Oct 27, 2011.