2018 Orange County Tax and Financial Forum


8:00 am - 5:00 pm
Location: The Pacific Club, Newport Beach
4110 MacArthur Blvd
Newport Beach, CA 92660

You are invited to the first annual Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base. Reserve your spot now!

Cost: FPA Members $50, Non-Members $70, Walk-Up $95
Lunch and Parking are included.
We anticipate offering CFP® CE, CPA CPE, and MCLE.
RSVP: By Wednesday, October 10, 2018

  • Gideon Rothschild, JD, CPA, Partner, Moses & Singer, LLP, Past Chair of the Real Property Trust and Estate Law Section of the American Bar Association
    Why and How to Protect Your Client’s Assets from Creditors, Predators, and Departing Spouses
  • Thomas J. Pauloski, J.D., National Managing Director for Wealth Planning and Analysis, Alliance Bernstein
    Making Estate Planning Great Again: Trumping Uncertainty with Strategies That Make Sense in any Environment
  • Kevin Curtiss, Senior Vice President, Private Client Group, PIMCO
    2019 Economic Forecast
  • Robin Kalota, Founder, Plan Art, LLC / Joy Berus, Esq., Berus Law Group
    Tax and Financial Implications Relating to Art and Other Collectibles