Join us at our Member Meeting

The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California 92660 • www.pacificclub.org

OCTOBER 31, 2018

11:30am to 12:00pm - Business Networking
12:00pm to 1:00pm - Lunch Presentation
1 hour MCLE • 1 hour CPE

UNITED STATES EXIT TAX
IRC Form 8854 and Beyond

This presentation will cover:
  • Understand who is expatriating and why
  • Know who has to file an Expatriation Statement and when
  • Techniques when filing an Expatriation Statement
  • Determine whether to pay the Exit Tax now or later
  • Understand what happens to the assets listed on the Statement after expatriation
 
Presenter:
 
Renee Gabbard, JD
Partner, Bryan Cave Leighton Paisner
Irvine, CA

Reneeā€™s practice focuses on privately held businesses, high net worth clients and charitable organizations. Her areas of practice include all aspects of income, capital gains, gift and estate tax planning, charitable planning, advanced wealth and business succession planning, capital gains tax deferral techniques, acquisition, sale and liquidity planning, private corporate structuring, asset freeze techniques, family office planning, insurance planning, trust tax planning and trust administration. Renee has experience in business succession and wealth planning for high net worth families and families with concentrated stock, real estate, sports teams or privately held businesses.
 
Click Here to Register Online
Members $35 and Non-members $50
if registered online by October 24 (add $10 if afterwards)


Click here for complimentary membership to SIG International Client.

SAVE THESE DATES
Dec 5, 2018
4:00pm to 6:00pm
Feb 3, 2019
Super Bowl Party
Feb 4-5, 2019
8th Annual Institute
For more information, email kristin@stepoc.org

Sponsored in part by:

STEP ORANGE COUNTY
administrator@stepoc.org
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