Dick Kinyon to Speak at CalCPA Taxation Conference, November 15-17, 2017

San Francisco (November 2, 2017):  Shartsis Friese LLP Family Wealth Planning partner Richard (Dick) S. Kinyon will be a featured speaker at the CalCPA Federal, State, Local and International Taxation conference to be held in Burbank on November 15 through 17, 2017.  The Conference provides practitioners with the latest developments surrounding California and federal tax standards, regulations, court cases and enacted and proposed legislation, as well as a detailed review of the biggest changes in individual and corporate taxation for 2017 and 2018.

Mr. Kinyon will be speaking on “California Income Taxation of Trusts, Estates and Beneficiaries.”  Among the topics that he will address are the computation and taxation to California resident trust beneficiaries under the so-called “throwback rule” with respect to distributions of accumulated trust income that has not previously been subject to tax by California when accumulated by the trust.

Mr. Kinyon specializes in the design and implementation of complex domestic and international estate plans for high-net-worth U.S. resident and non-resident individuals, including the establishment of various sophisticated irrevocable trusts and family investment companies. He also represents fiduciaries and beneficiaries in connection with the administration of estates and trusts, including litigation. Mr. Kinyon advises closely held business owner clients how to pass interests in their businesses to younger-generation family members and others in a tax-advantaged and creditor-protected manner. He also advises wealthy individuals on how to similarly transfer their real estate and other investment assets to the objects of their bounty via a family investment company.

For more information on the CalCPA Taxation Conference, please visit the conference website at calcpa.org/tax.

Founded in San Francisco in 1975, Shartsis Friese LLP has over 60 lawyers. The firm has extensive trial and business litigation experience, including securities enforcement defense, and a complex transactional practice focused on investment advisers, hedge funds, mergers and acquisitions, corporate finance, securities, family wealth planning, tax, venture capital, intellectual property and real estate.