Join us at our Member Meeting

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

OCTOBER 22, 2019

11:30am to 12:00pm - Business Networking and Lunch
12:00pm to 2:00pm - Two Hour Panel Presentation
2 hour MCLE • 2 hour CPE • 2 hour CFP

Tips from the Collaborative Advisory Team for Your
Client’s Successful Business Succession Planning

Group Live Presentation
Program Level: Overview
Field of Study: Finance
 
Presenters:
 
Erin Fukuto, CPA
Partner, Raimondo Pettit Group
Irvine, CA

Erin Fukuto, Certified Public Accountant, heads Raimondo Pettit Group’s estate, gift, and trust services with offices in Irvine and Torrance. She specializes in income tax and estate planning with an emphasis on minimizing taxes, increasing corporate profits and individual net worth, and helping not-for-profit organizations maintain their tax exempt status. Erin has over twenty years of experience in public accounting providing tax compliance services and consulting for high net worth individuals, closely held businesses and not-for-profit organizations. Erin graduated from USC with a B.S. in Accounting and completed her Masters’ Degree at Golden Gate University.
Rick Fenelli, LL.M
Founder and Partner, Fenelli Law Firm
Mission Viejo, CA

Rick is the founder of the Firm and focuses his practice in the field of Estate Planning, Estate Administration, and entity formation. He has practiced in Orange County for the past 40 years and has lectured extensively throughout Southern California as the keynote speaker to large corporations, State and County Conventions, life and underwriters’ conventions as well as to the general public. . He is the author of his book, The Financial Problem Solver, which details practical solutions to financial and estate planning concerns.
Carsten Hoffman, ASA, TEP
Managing Director, Stout
Irvine, CA

Carsten Hoffmann is a Managing Director at Stout and heads up the trust and estate valuation group. Carsten has more than two decades of valuation expertise and during that time has developed a particular expertise dealing with all issues involving valuation discounts. He has testified in U.S. Tax Court as a valuation expert, has been retained by the IRS and the tax payer, has authored various articles on a wide range of valuation topics, and regularly presents on valuation issues nationally. Prior to joining Stout, he was a Managing Director at FMV Opinions where he oversaw the operations of the Irvine, California office.
Robert J. Parzick
Managing Director, Cody Peak Advisors, LLC
El Segundo, CA

Bob has over 25 years of broad and deep experience in mergers & acquisitions, leveraged/management buyouts, debt & equity capital markets and principal investing, spanning from large public companies to lower middle market private companies. Prior to Cody Peak, Bob was a Senior Managing Director at Eureka Capital Partners, LLC where he served as Co-Head of Eureka’s Consumer Group, focusing on advising clients nationwide. Prior to joining Eureka, Bob worked both in the US and abroad, as a senior investment banker for Bear Stearns and CS First Boston, after developing his growth and leveraged financing skills at Drexel Burnham Lambert and Kidder Peabody as a junior banker.
Click Here to Register Online
Members $35 and Non-members $65
if registered online by October 9, 2019 (add $10 if afterwards)


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

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.

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: www.nasbaregistry.org