2017 SW Regional- Southwest Regional Education Conference

Jan 20, 2017 03:30pm -
Jan 22, 2017 12:00pm

Event Type: Regional Meeting
Category: SW Regional Meeting

Speaker Information



Friday, January 20, 2017





4:00pm -4:50pm (1 hour)

Trumping Uncertainty

Since the election, investors have been digesting the results and anticipating the market impact of the new administration’s policies.  Stock and bond returns have diverged wildly.  In this session, we will discuss Bernstein’s outlook for the capital markets, and how we’re navigating the current environment for income and estate tax planning. 

Speaker: Christopher J. Clarkson, CFA
AB Bernstein

4:50pm -5:40pm (1 hour)

Hot Topics Discussion


A lively conversation about the latest issues that concern you in your practice. Learn from your peers to solve/resolve a concern and swap best practices. Topics will be determined on site by participants.

Moderator: Phil Kass, Esq., CPA

6:00pm - 7:30pm

Welcome Reception


Saturday, January 21, 2017



8:00am – 8:30am



Education Sessions

8:30am-10:10am (2 hours)

What New Information IRS is Requesting With E-Filed Returns and Why? What are the Bad People Doing to Get Control of Your Computers? 

Learn what the IRS and state tax agencies are requesting tax practitioners to do to help protect the tax system from those filing ID Theft tax returns. Understand what practitioners need to do to protect their computers and their client’s personal information.

Speaker: James Counts II, CPA, CTFA 



10:20am-12:00 pm (2 hours)

Reporting Undisclosed Offshore Accounts In The Voluntary Disclosure Process - What To Do When Your Client's Case Turns To The Worse?


Most taxpayers who enter into one of the IRS Offshore Voluntary Disclosure Programs For Taxpayers With Undisclosed Foreign Bank Accounts reach a conclusion to close their case. For those who do not or whose streamlined submissions are denied by the IRS, what options are available to such taxpayers and what should tax practitioners consider.


 Speaker: Jeff Kahn  Esq., CPA, LL.M.(Tax)


Dine Around



Sunday, January 22, 2017



9:00am – 10:40am (2 hours)

Civil and Criminal Income Tax Ramifications of Divorce 

Attorney-CPAs are often the most often requested to assist clients in resolving marital disputes surrounding financial issues in divorce scenarios especially where Martial Settlement and Support Agreements are at issue.  Attorney-CPA's need to know that performing in this capacity is not without risks of potential ethical violations, especially pertaining to conflicts of interest.  Moreover, Real Estate is often the most valuable asset in a client’s marital property portfolio and carries with it a host of special tax and planning considerations in a divorce scenario. This session will empower Attorneys and CPA's to profitably and ethically assume that responsibility. 

Speaker: David Klasing, Esq., CPA

10:45am – 12:00pm











































































Christopher J. Clarkson, CFA
is a Senior Vice President and a Director in Bernstein’s Wealth Planning and Analysis Group.  He has expertise in a variety of complex investment planning issues, including multigenerational wealth transfer, charitable giving, retirement planning, selling a business, and diversification of concentrated stock and option portfolios.  Christopher is a frequent lecturer to groups of tax and legal professionals throughout the western United States.  He has given educational seminars for the USC Tax Institute, Hawaii Tax Institute, Colorado Society of CPAs, Estate Planning Council of San Diego, Beverly Hills Bar Association, Hawaii Association of Public Accountants, Rocky Mountain Estate Planning Council, Seattle Children's Hospital Foundation, and Silicon Valley Community Foundation.  Christopher joined the firm in 1995 and has been a member of the Wealth Planning and Analysis Group since 1998.  He earned a BA with high honors in business/economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charter holder.

James C. Counts II, CPA CTFA in 2016 represented California CPAs in the IRS Security Summit and various subgroups that developed the new procedures for tax practitioners to follow to help protect the taxing system. He has been a member of the California Society of CPAs State Committee on Taxation since 1983 and is the liaison to Employment Development Department since about 1993. He assists individuals in meeting their tax needs and serves as a trustee on trusts.

Jeffrey B. Kahn is the principal of the Law Offices Of Jeffrey B. Kahn, P.C. headquartered in Walnut Creek and with three offices in the Bay Area and four offices in Southern California.  He is a Member of the California and Florida Bars and is Board Certified in Tax Law by the California and Florida Bars who practices in tax planning and the resolution of tax controversies.  He earned his LL.M. degree in Taxation and J.D. degree from the University of Miami School of Law, and his B.B.A. degree from Florida International University.  He has taught classes in the areas of taxation and estate planning as an adjunct Professor for Nova Southeastern University School of Business and Entrepreneurship and he holds a Florida Certified Public Accountant license. 

David W. Klasing has earned dual California licenses that enable him to simultaneously practice as an Attorney and as a Certified Public Accountant in the practice areas of Taxation, Estate Planning and Business Law. He is an “A” rated current member of the Better Business Bureau. He has a 10.0 AVVO rating.


He provides businesses and individuals with comprehensive Tax Representation, Planning & Compliance Services and Criminal Tax Representation. He has more than 20 years of professional tax, accounting and business consulting experience, coupled with extensive knowledge about federal and state tax codes, regulations and case law.


As a former auditor, David uses his past experience in public accounting to help his clients avoid tax problems before they develop where possible. As a Combo Attorney CPA he aggressively protects his clients’ interests during audits, criminal investigations or in Tax Litigation. David has assisted thousands of businesses and individuals through the audit / litigation and appeal process, and David has a proven and sustained record of achieving favorable results for the clients he serves.


David is admitted to practice before all California State Courts, the United States District Court for the Central District of California and the United States Tax Court.  His education includes a bachelor’s degree in business administration, with an emphasis in accounting, from California State University Los Angeles, a master’s degree in taxation from Golden Gate University and a Juris Doctor from Western State University College of Law. Having earned a master’s degree in taxation with an emphasis in the gift and estate tax arena, along with having taken classes in Law School on Estate’s, Trusts and California Community Property, David practices in the estate, trust and accounting areas.


David‘s professional involvement includes serving as the current Education Committee Chair for the American Association of Attorney Certified Public Accountants, former chair of the California State Bar Association, Tax Procedure and Litigation Committee, the 2013 chair of the Orange County Bar Association Taxation Section. He is also a member of the American Bar Association Tax Section; the Orange County Bar Association, Tax, Business and Corporate Law, Trust & Estate Sections, and the California Society of Certified Public Accountants State Committee on Taxation.