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On Behalf of | Sep 17, 2012 | Uncategorized |

Coming up this month:

Amy Halloran will present “Tax Aspects of Estate Planning” for Young Tax Lawyers on September 20, 2012

Ms. Halloran will discuss the some of the most costly mistakes in estate planning when income tax aspects are ignored and how a good estate plan encompasses your personal wishes and goals; accomplishes good legal, estate tax and financial outcomes; and accomplishes positive income tax results as well.

Details of the event are as follows:
Who: Amy Heavey Halloran, Attorney with the Law Office of Williams Associates
What: “Tax Aspects of Estate Planning”
Where: 555 Capitol Mall, Suite 240, Sacramento – Parking validation offered to those who park in the 555 building.
When: Thursday, September 20, 2012 from 12 to 1:15 p.m. (check-in begins at 11:45 a.m.)
Why: 1 hour MCLE credit will be offered for Taxation Section members

Cost: $20 for lunch which includes choice of one entree, seasonal vegetables, and non-alcoholic beverage.

For Reservations, please contact Rosalind Olson at [email protected].


Todd Luoma will present “The Elephant in the Room: How to Handle the Audit Item the IRS Missed” for the Taxation Section of the Sacramento County Bar Association on September 24, 2012. 

Mr. Luoma will discuss how a taxpayer can resolve issues through the revenue agent, appeals and the Tax Court when only some of the issues at risk in an audit are proposed as adjustments by the revenue agent.

This event will be held September 24, 2012 at Mulvaney’s B&L (1215 19th Street, Sacramento, CA 95814) from 12:00pm to 1:30pm.  Please RSVP to Debbie Meyer at [email protected] 

If you have any questions about these upcoming events, you may also contact our office at our office.


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