SAN FRANCISCO –Nov. 6, 2019 – Brad Marsh of global law firm Greenberg Traurig, LLP will speak at the 24th Annual Advanced Estate Planning Symposium, on November 14th, in Alamo, California.
Hosted by CalCPA, the conference will focus on income, estate and gift taxation topics. Speakers include CPAs, attorneys and financial planners who specialize in Estate Planning. Topics will cover CA Property Tax Legal Entity & Estate Planning Strategies, Reconfiguring or Decanting the Formerly 'Perfect' Estate Plan, the SECURE Act, Extenders and Other Legislative Developments, and Income Taxation of Trusts.
On Thursday, November 14, Marsh will open the conference as a speaker in a session titled, “CA Property Tax Legal Entity & Estate Planning Strategies.” Marsh will focus his remarks on understanding changes in control, how original Co-owners are created, removed, and what that concept means, work through common ownership structures and best practices, and how to advance structuring strategies.
Marsh, co-managing shareholder of Greenberg Traurig’s San Francisco office and co-chair of the firm’s State and Local Tax (SALT) Practice, focuses his practice on tax controversy matters, including property, sales, payroll, business license, employment, franchise, parcel, district, documentary transfer, transient occupancy, utility user, income, parking, gift and estate taxes. Brad represents clients in audits, litigation and administrative hearings, as well as analyzing transactions and business models, and developing strategies for legislative resolutions.
About Greenberg Traurig's Tax Practice: To stay competitive in today's global marketplace, international companies must seek out greater efficiency in their tax planning and compliance, including coordinating tax decisions from country to country. For U.S. operations, an environment of increased scrutiny – including passage of more restrictive legislation and a spike in audit activity at every level – is quickly becoming the norm, likewise spurring a need for greater self-evaluation and for more frequent representation in controversies and litigation with tax authorities. Greenberg Traurig’s multidisciplinary tax team works closely with clients to address these and other tax planning needs, as well as tax controversies and litigation issues.
About Greenberg Traurig, LLP: Greenberg Traurig, LLP (GT) has approximately 2100 attorneys in 41 locations in the United States, Latin America, Europe, Asia, and the Middle East. GT has been recognized for its philanthropic giving, diversity, and innovation, and is consistently among the largest firms in the U.S. on the Law360 400 and among the Top 20 on the Am Law Global 100. Web: http://www.gtlaw.com Twitter: @GT_Law.
Hosted by CalCPA, the conference will focus on income, estate and gift taxation topics. Speakers include CPAs, attorneys and financial planners who specialize in Estate Planning. Topics will cover CA Property Tax Legal Entity & Estate Planning Strategies, Reconfiguring or Decanting the Formerly 'Perfect' Estate Plan, the SECURE Act, Extenders and Other Legislative Developments, and Income Taxation of Trusts.
On Thursday, November 14, Marsh will open the conference as a speaker in a session titled, “CA Property Tax Legal Entity & Estate Planning Strategies.” Marsh will focus his remarks on understanding changes in control, how original Co-owners are created, removed, and what that concept means, work through common ownership structures and best practices, and how to advance structuring strategies.
Marsh, co-managing shareholder of Greenberg Traurig’s San Francisco office and co-chair of the firm’s State and Local Tax (SALT) Practice, focuses his practice on tax controversy matters, including property, sales, payroll, business license, employment, franchise, parcel, district, documentary transfer, transient occupancy, utility user, income, parking, gift and estate taxes. Brad represents clients in audits, litigation and administrative hearings, as well as analyzing transactions and business models, and developing strategies for legislative resolutions.
About Greenberg Traurig's Tax Practice: To stay competitive in today's global marketplace, international companies must seek out greater efficiency in their tax planning and compliance, including coordinating tax decisions from country to country. For U.S. operations, an environment of increased scrutiny – including passage of more restrictive legislation and a spike in audit activity at every level – is quickly becoming the norm, likewise spurring a need for greater self-evaluation and for more frequent representation in controversies and litigation with tax authorities. Greenberg Traurig’s multidisciplinary tax team works closely with clients to address these and other tax planning needs, as well as tax controversies and litigation issues.
About Greenberg Traurig, LLP: Greenberg Traurig, LLP (GT) has approximately 2100 attorneys in 41 locations in the United States, Latin America, Europe, Asia, and the Middle East. GT has been recognized for its philanthropic giving, diversity, and innovation, and is consistently among the largest firms in the U.S. on the Law360 400 and among the Top 20 on the Am Law Global 100. Web: http://www.gtlaw.com Twitter: @GT_Law.