Bruce Givner is our Latest Featured Speaker!

Our latest featured speaker is Bruce Givner of KFB Rice LLP! 

Bruce is speaking at our upcoming Understanding the Corporate Transparency Act and Helping your Clients Comply program on November 14, 2024. The Corporate Transparency Act (the “CTA”) went into effect on January 1, 2024. It requires “reporting companies” in the United States to disclose information regarding its beneficial owners, i.e., the individuals who own or control a company, to the Treasury Department’s Financial Crimes Enforcement Network (“FinCEN”). Join attorneys specializing in the CTA for a comprehensive discussion covering the act’s implications, impacted entities, filing the Beneficial Ownership Information Report (BOIR), key deadlines, penalties, and related congressional, judicial, and state matters. Attend this program to navigate these critical issues and safeguard your clients’ interests.

Bruce will be co-teaching “History of CTA, Entities Impacted & Exempt Entities” with Vince Farhat and Eileen Duffy Robinett, and “Beneficial Ownership Information Report (BOIR): Contents, Timing, Gathering Information & Access” with Vince Farhat. You can see the detailed agenda for his topics and the rest of the program, and sign up to watch it live or purchase OnDemand Streaming or a recorded package download here.

Bruce will also be teaching at our Trust and Estate Planning 101: The Nuts and Bolts (CA) [Two-Part Webinar] program in March 2025. If you are just getting going with your estate planning practice, or need a refresher on various aspects of estate planning, this comprehensive estate planning program is for you. This seminar is focused on giving you a thorough overview of the critical areas of estate planning and the tasks and law you need to know to be a successful estate planning attorney.

Bruce has previously taught at our programs focused on Advanced Estate Planning, Tax Planning, and Protecting Your Client’s Assets, and our attendees raved about how much they learned from Mr. Givner.

Mr. Givner has been practicing tax law for almost four decades concentrating on income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, as well as individuals and their closely held corporations.

He is the author of 100 articles in professional journals and the co-author of 4 chapters in CEB’s California Will Drafting; 2 chapters in CEB’s Drafting California Irrevocable Trusts; and the chapter on “Use of Life Insurance In Estate Planning” in CEB’s California Estate Planning.  Bruce represented the prevailing taxpayers in L&B Pipe & Supply Co., Inc. v. Commissioner, T.C. Memo 1994-187 and has been cited favorably by both the U.S. Tax Court (Judge Nims in Fujinon Optical, 76 T.C. 499 (footnote 10) and the California Court of Appeals (Judge Lui in FTB v. Safeco, 164 CA 3rd 526.  He has been AV rated by Martindale-Hubbell for 3 decades and is a SuperLawyer.

We are always so glad to have you back, Bruce!  Thank you for joining us again.

Emily Fridland

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