Capital Gains Tax Planning in a World Without Estate Tax
Please adhere to the Sutter Club's Dress Code: Gentlemen guests are encouraged to wear coat and tie. Ladies should wear comparable attire. Jeans, T-shirts, and shorts are never permitted.
March Meeting
Sutter Club, Califoria Room
1220 Ninth Street
Agenda:
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.
Cost:
Please note the cost of the monthly SEPC meetings.
- Members: $65 (registration at the door is $80)
- Non-Members (must be hosted by a member to attend): $80
- Drink Tickets: $8 each (PLEASE NOTE THAT IF YOU ARE DRINKING SODA YOU DO NOT NEED TO PURCHASE A DRINK TICKET. THESE ARE COMPLIMENTARY.)
- Walk-ins (Members and Non-Members) that have not registered online will be charged $80 (with entrée limited to standard vegetarian option).
Registration will open soon.
Registration will close on Monday, March 20 at 5pm
Refund Policy: Sacramento Estate Planning Council has a 48 hour cancellation policy for meeting events.
Capital Gains Tax Planning in a World Without Estate Tax
Speaker: Bruce Givner, Esq - The Law Offices of Givner & Kaye
Summary: A bill to repeal the estate tax is likely to be passed by Congress and signed by the President. That process began on January 24, 2017 with a bill for estate tax repeal introduced by Congresswoman Kristi Noem (Republican) and Congressman Sanford Bishop (Democrat). Will the law that is ultimately enacted look like the “repeal” passed when George W. Bush was president? Will it take 10 years to phase in? No one knows.
What is certain in a world without an estate tax is that capital gains tax planning will become more important. There are 12 ways to reduce, defer, or eliminate the capital gain tax. This presentation will focus on these techniques.
Even if the estate tax remains with us for some number of years, all members of the estate planning team need to become more conversant with a broader range of capital gains tax planning techniques.
Bio: Mr. Givner has been practicing tax law for almost four decades concentrating on income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, as well as individuals and their closely held corporations. Mr. Givner has been published over 90 times including articles in Accounting Today and the California State Bar Trusts and Estates Quarterly.
Menu
Salad
Baby Spinach with Strawberries, Avocados, Bananas and Honey-Poppy Seed Vinaigrette
Entrees
Pan Roasted Chicken, Wild Mu shrooms and Truffle Sauce
Filet of Sole “English Style” with Brown Butter, Capers and Almonds
Sliced Grilled Polenta with Wilted Greens and Ratatouille
Dessert
Homemade Apple Strudel with Caramel Sauce and Vanilla Bean Ice Cream
For more information:
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: raltavilla@comcast.net
