ESTATE PLANNING COUNCIL OF NORTHERN NEVADA

In this program, Steven L. Walker, federal and California tax attorney, will walk EPCNN through real-world scenarios that illustrate how California asserts jurisdiction over income, residency, business activity, and assets. The presentation will focus on practical issues estate planning professionals encounter, including residency determinations, audits and assessments, successor and fiduciary liability, delinquent entities, and compliance pitfalls that can surface during life events or estate administration. He will provide sourcing rules, tips, and strategies.

We are grateful for our Sponsor - Eide Bailly