Now That The Client Has Died - Estate & Trust Administration For The Tax Professional
San Diego Chapter In-Person Meeting

Date/Time:

Thursday, August 17, 2023
5:00 to 8:30 PM

Location:

Handlery Hotel
Watch For Signage At Entry
950 Hotel Circle North
San Diego, CA 92108
Free self parking is available

Topic:

Many times, the tax professional is one of the first to find out that a client has died. You have worked for years to establish a relationship with clients and their families while preparing their taxes, books, and providing tax advice. Then the call comes informing you that a client has passed away. What do you do next? What is your role as a tax professional? What other roles can you serve in? What other professionals are needed to settle the estate or trust? How can you help the family meet their legal obligations? This class will discuss what happens now that a client has died and the tax professional's role in the Trust Administration process and the Probate process.

Presenter:

Gary Quackenbush, Esq., Financial Solutions Attorney
Gary Quackenbush and his team operate a Financial Solutions law practice, GQ LAW, in San Diego, California. Since 1988 GQ LAW’s emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc.The GQ LAW estate planning practice focuses on wills, trusts, and estate administration including probate court work and inheritance litigation.GQ LAW also handles contract disputes, property disputes, and business matters. Small business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies.Gary received his Bachelor of Science degree in business finance from Brigham Young University in 1984. He received his Juris Doctor degree from California Western School of Law in 1988. He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern, Central, and Northern Districts of California, Federal District Court in the Southern and Central districts of California, Federal District Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court.Gary is a regular guest lecturer to tax professionals, attorneys, and volunteer organizations. He is the host of his own radio show the "Word On Wealth with Gary Quackenbush" - Learn how to build, protect, and transfer your wealth - Weekdays at 2pm on KCBQ FM 96.1 & AM 1170 & TheAnswerSanDiego.com also at 2pm on KPRZ FM 106.1 & AM 1210 & KPRZ.com. Gary’s Word On Wealth podcast is available on Spotify, iTunes, Podbean, and Google Podcasts. He has been a guest on UTTV “The American Dream” and the “Taylor Baldwin Show” and has appeared on NBC, ABC, CBS, and KNSD TV.He is Past-President of the California Society of Tax Consultants, San Diego Chapter and at the state level.Gary and his wife Cheryl’s growing family consists of four children, their spouses, and twelve grandchildren. Outside of the office you will find Gary spending time with Cheryl and their family, traveling, water skiing, boating, rock climbing, mountain biking, hiking, and camping.

Richard Mathurin, Attorney GQ Law
Richard Mathurin is pleased to have Richard A. Mathurin II as a member of its professional team. Since graduating cum Laude from The University of Notre Dame and UCLA School of Law, Rich has enjoyed an exciting and diversified career in the practice of law. In his early career, he assisted several energy companies all over the world in the development and funding of major wind energy and other green technology projects. Following an assignment by his firm to their Far East offices in Tokyo and Singapore, Rich represented global corporations such as Hitachi, UPS, and Fuji-Xerox in major commercial transactions. More recently, Rich returned to his native San Diego to care for an ill family member and work in the local community. Rich leads the GQ LAW Tax Legal department helping clients get in compliance with complex tax laws and manage their personal and business finances. Rich also represents clients during the Trust Administration, Probate, and inheritance dispute process. When he is not working servicing his valued clients, Rich is an ardent golfer and enjoys rooting for his favorite Boston sports teams.

CPE Information:

2 California hours (Topics covering California law issues)

IRS: None
CTEC: 1000-CE-5280

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by August 13, 2023
Member Registration Fee: $40
Non-Member Registration Fee: $70

Cost if registered after August 13, 2023
Member Registration Fee: $60
Non-Member Registration Fee: $90

Cancellation and Refund Policy for Webinar Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.