Join us at our Member Meeting

Tuesday, June 8 at 12:00 PM

Build Back Tax Bigger but is it Better?
Phil Jelsma - Crosbie Gliner Schiffman and Swanson LLP

1 hour MCLE • 1 hour CPE (for in-person attendance only)

Both In-Person and Virtual Attendance Available

In-Person Attendance: Members $40 and Non-members $50, Virtual Attendance: No Charge

In-Person Attendance

The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California 92660 •
Begins at 11:50am
Limited in person and spaced seating. Appropriate local mask and distancing rules will apply to all in person gatherings.
Click Here to Register Online for In-Person Attendance

Virtual Attendance
12:00 pm - 1:00 pm
Click Here to Register Online for Virtual Attendance


President Biden has proposed two significant Tax Increases in the American Job Plan and the American Families Plan. These proposals impact individuals, corporations and businesses with overseas operations. In addition, President Biden has suggested that Congress should provide the IRS additional resources to examine high income taxpayers. What do these proposals mean to your clients and tax planning in the future?

Phil Jelsma, Partner
Crosbie Gliner Schiffman and Swanson LLP, San Diego, California

Phil Jelsma is partner and chair of the tax practice team at Crosbie Gliner Schiffman Southard and Swanson LLP (CGS3), a California-based commercial real estate law firm. Mr. Jelsma is widely recognized as a leading joint venture and tax attorney in California. His practice focuses on limited liability company and partnership business and tax planning, and he regularly advises on entity formation, fiduciary duties, inter-partner relationships, issuance of stock and other ownership interests, recapitalizations and reorganizations, officer and director issues, corporate governance, stock option and appreciation rights plans, and contract preparation. He has been an Adjunct Professor at the University of San Diego School of Law since 1989 where he specializes in tax law.

The objective of this presentation is that participants will be able understand and identify possible impacts of the Biden proposal on their clients.

There are no prerequisites for this program.
There is no required advanced preparation.
The Program Level for this will be basic.
Delivery Method: Group Internet based

Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.The field of study for this program is Taxes and will be delivered by Group Live Method.

STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site:

Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202