MORNING SESSION: 8:30 a.m. - 11:45 a.m.
Participation limited to professional advisors (attorneys, CPAs, certified financial planners, wealth managers, insurance professionals).
Cost: $150, pre-registration required
Featured Speaker: Ronald D. Aucutt (bio)
Navigating the Changing Landscape of Estate Tax Regulations
Leader, Private Wealth Services Group, McGuire Woods, McLean, Virginia
Mr. Aucutt is a nationally renowned expert in tax and trusts and estates and leader of the private wealth services group at McGuire Woods in Virginia. He is a past president of the American College of Trust and Estate Counsel, and has lectured and published extensively on estate planning and tax issues. Mr. Aucutt also contributes to formulating estate tax policy through legislation and publishes a monthly update on tax issues.
- one of the top 30 “Stars of the Bar” in the December 2009 edition of the Washingtonian magazine
- received the 2009 Chambers USA highest ranking “Band 1 for Wealth Management Nationwide”
- elected to the National Association of Estate Planners and Councils Estate Planning Hall of Fame
- designated Distinguished Accredited Estate Planner in 2009
COMMUNITY LUNCHEON PROGRAM: 12:15 p.m. - 1:45 p.m.
Participation open to professional advisors, JCF donors, and guests.
Cost: $75, pre-registration required
Keynote Speaker: Donniel Hartman (bio)
Vision Nation: The Challenge of the Modern State of Israel
President, Shalom Hartman Institute, Jerusalem
Dr. Donniel Hartman is the founder of extensive education, training and enrichment programs for scholars, educators and rabbis in Israel and North America. Dr. Hartman received his doctorate in Jewish Philosophy from The Hebrew University of Jerusalem, a Master of Arts in political philosophy from New York University, a Master of Arts in religion from Temple University, and rabbinic ordination from Shalom Hartman Institute. He is the author of numerous books and essays on Judaism and modernity.
Honoree: Adele K. Corvin
Advisor, activist, and philanthropist serving in the medical, health, and social welfare communities.
Former Jewish Community Federation president (2002-2004) Adele Corvin will be recognized for her long-standing leadership and commitment to the Jewish community with the presentation of her published oral history prepared by UC Berkeley’s Regional Oral History Office. Mrs. Corvin has served as chairman and Lifetime Board Member of the San Francisco Adult Day Health Network, member of the Board of Directors of the Jewish Home for the Aged, vice chairman and honorary life member of the Board of Directors of the Goldman Institute on Aging, and chairman of the Board of Directors of the American Red Cross and the United Way in the Bay Area. As an exemplary leader among her peers, Mrs. Corvin received the JCF Judith Chapman Memorial Women’s Leadership Award in 2002.
AFTERNOON PANEL: 2:00 p.m. - 3:30 p.m
Participation open to professional advisors, JCF donors, and guests.
Cost: Free, pre-registration required
Ask The Experts: The Latest Tax and Estate Planning Developments and Strategies
An interactive panel program for community members and advisors on tax, estate, and charitable planning techniques.
Ronald D. Aucutt, McGuireWoods LLP
Jeffry A. Bernstein, Coblentz, Patch, Duffy & Bass LLP
Steven M. Goldberg, Friedemann Goldberg LLP
Myron S. Greenberg, Myron S. Greenberg, PC
Charles H. Packer, Hopkins & Carley, A Law Corporation
Paul H. Roskoph, Paul H. Roskoph Prof. Corp.
Approved for State Bar of California MCLE credit.
The Jewish Community Federation is a State Bar of California approved MCLE provider. MCLE Credit by the State Bar of California pending for 3 hours by the California Board of Legal Specialization of the State Bar of California for attorneys certified in Estate Planning, Trust and Probate Law, and in Taxation. Continuing Professional Education (CPE) for 3 credits pending for Certified Public Accountants and Public Accountants in accordance with State Board of Accountancy Rules 88 and 89, and for Enrolled Agents in accordance with CFR 10.6(g). CE Credit for 3 hours pending for Certified Financial Planners. CE Credit for 3 hours pending for CLU Life Agent Insurance professionals.
THANK YOU TO OUR TAX SEMINAR SPONSORS
Morning Session Sponsor
San Francisco Business Times
Capital Group Private Client Services
Coblentz, Patch, Duffy & Bass LLP
Dodge & Cox
U.S. Trust, Bank of America Private Wealth Management
Manatt, Phelps & Phillips, LLP
Northern Trust, NA
Osterweis Capital Management
Atlantic Trust Private Wealth Management
Deloitte and Touche LLP
Hopkins & Carley
Kestrel Investment Management Corp.
Rothstein, Kass & Company, LLP
Sterling Bank & Trust and Seligman Family Foundation
Hanson Bridgett LLP
The Hellman Family Foundation
Sideman & Bancroft LLP
Sue and Dick Wollack, Bighorn Cellars
LEGAL & TAX PROFESSIONAL SUBCOMMITTEES
Federation gratefully recognizes these estate planning and tax professionals who play a vital advisory role in shaping their clients’ financial and estate plans, including planned and charitable giving.
Alvin T. Levitt, Chair
Donald Barash ● Lawrence Beck ● Jeffry Bernstein ● Roy Bukstein ● Phyllis Cook ● Jill S. Dodd ● Philip B. Feldman ● Joyce L. Franklin ● K. Bruce Friedman ● David R. Gellman ● Jacob M. Glickman ● Diane A. Green ● Edmund M. Green ● Lisa D. Gurwitch ● Robert M. Harlick ● Theodore Hellman ● Ellen Kahn ● Fred Kanter ● Beth L. Kramer ● Lucinda Lee ● Peter K. Maier ● Richard Maltzman ● Harry B. Maring ● David H. Melnick ● Michael D. Miller ● Bernard Nebenzahl ● Henry Pilger ● Sandra Price ● Barbara Rosen ● Erica Wilner Rosenblatt ● Gary D. Rothstein ● Michael Rubenstein ● Barry Sacks ● Sidney Sall ● Joan M. Sautter ● Steven Schwarz ● Donald H. Seiler ● Elizabeth H. Shwiff ● Richard J. Sideman ● Sander I. Stadtler ● Myron Sugarman ● Otto Weiss Paul A. Weiss ● Sheldon Wolfe
Paul H. Roskoph, Chair
Lorne Abramson ● David Ach ● Carol Weeks Acker ● Julius Aires ● Tali Alon ● Jeffrey Anton ● Michael D. Benjaminson ● Norman Berkman ● Jann Besson ● Robert M. Caplan ● Armand L. Cohen ● Brad Elman ● John Elman ● Tamara Fagin ● Hal Friedman ● Irwin Friedman ● Jennifer H. Friedman ● Samuel H. Gluck ● Michael Goldstein ● Richard M. Goldstein ● Karen R. Goodfriend ● Phillip Goodman ● Judith Gordon ● Diane S. Greenberg ● Mark Greenstein ● Richard A. Gross ● Ellen B. Haas ● Liza W. Hanks ● Kenneth H. Horowitz ● Linda C. Kramer ● Peter Landes ● Phillip M. Lev ● Joyce Levy ● Tish Loeb ● Carol Malnick ● David Meir-Levi ● Mitchell Miller ● Elaine F. Nemer ● William Oberman ● Charles H. Packer ● Ellice J. Papp ● Melissa Kaplan Parker ● Talia Pierluissi ● Tamara Pow ● Harry Price ● Deborah G. Radin ● Robert Roskoph ● Daniel Rozansky ● Richard Seiler ● Marvin S. Siegel ● Jerome B. Spector ● Michael Spector ● Peter S. Stern ● Neal Tandowsky ● Lynn K. Telford ● Leonard W. Williams
Myron S. Greenberg, Chair
Aviva Shiff Boedecker ● Alan D. Bonapart ● Paul S. Bonapart ● Norman Capper ● Philip B. Feldman ● Joyce L. Franklin ● Mark Friedlander ● Wayne H. Gilbert ● Robert A. Goldman ● Theodore A. Hellman ● Thomas Jacobsen ● Philip Jonckheer ● Michelle Lerman ● Judith Murray ● Harriet Prensky ● Alan J. Titus ● Arthur Wasserman ● Gary Winston
Steven M. Goldberg, Chair
Richard Burger ● David Diamond ● Bruce Dzieza ● Albert G. Handelman ● Jeanne Levin ● Larry Moskowitz ● Irwin S. Rothenberg ● Spencer Sherman