Education Speakers & Topics
Friday, January 24, 2020
5 pm - 6:00 pm
Studio Accounting Profit Participations: A Brief History Of The Evolution Of Third Party Profit Participation...Everything Old Is New Again!
Speaker: Michele Gentille, CPA
Gentille & Company
6 pm - 7:00 pm
A Hollywood Bean-Counter’s Insights Into The Changing Movie and TV Landscape
Speaker: Harvey Gettleson, Esq., CPA
Gettleson, Witzer and O'Connor
Saturday, January 25, 2020
8:30am-10:30 am
The Uniform Prudent Investor Act: What do I do with that Kodak Stock? - Panel This presentation will examine the Uniform Prudent Investor Act (“UPIA”) from the prospective of an estate planner, trust litigator and professional malpractice litigator. After a brief review of the UPIA, the presentation will examine various planning and drafting considerations; circumstances constituting a breach of fiduciary duty under the UPIA; and actions that can be taken by a fiduciary and the fudiciary's advisors to mitigate liability. Speakers:
Leor Hafuta, Esq., CPA, LLM
Katten, Muchin and Rosenman LLP
Daniel Matloubian, CPA
Holland and Knight LLP
Matt Negrin, Esq., CPA
Baer, Negrin and Troff LLP
10:30 am - 10:40 am Break
10:40 am - 12 pm
International Estate Planning in the New Global Paradigm: Planning to the Water’s Edge is Dangerous!
For today’s income and estate tax planning practitioner,global acronyms are on the attack: CRS, FATCA, CIGA,UKCFA! It is important to understand how foreign rules
affect us as practitioners, our planning designs, and ultimately the risk to clients. This discussion will incorporate strategies for cross border scenarios but will
address possible foreign enforcement and disclosure requirements that affect domestic planning.
Speaker: Cindy Brittain, Esq., LLM
Katten, Muchin Rosenman LLP
1:20 pm – 2:30 pm
California Knox-Keene Act (HMO Law) and the California Insurance Code (PPO Law) - Key Differences Every Practitioner Should Know
Since the implementation of the Affordable Care Act, the delivery and payment of health care services has taken on great importance. In the Act, reference is made to HMOs, PPOs, RBOs, ACOs, and federal and state licensing. In addition, some employer groups are adding self-funded solutions to the ever increasing health care burden. This brief discussion will provide some important information to anyone who represents health care clients in regards to operating post ACA.
Speaker: Mike Polis, Esq., CPA
Wilke, Fleury, Hoffelt, Gould & Birney, LLP
Sunday, January 26, 2020
9 am – 11 am
Brunch: Tax Season Kick-Off Roundtable