Update on 2010 IRS Rules — Tax Preparation & Estate Planning for Domestic Partners & Same Sex Married Couples (RSVP required)
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In 2010, the Internal Revenue Service (IRS) radically changed its approach to how it treats community property of California state-registered domestic partners (RDPs), which also affects same-sex married couples (SSMs). This workshop is a review of those changes from 2010, as well an update on how both tax preparation and estate planning has evolved over the past year in light of the changes. As we move into the “tax season” for tax year 2011, this seminar will cover two major components of the 2010 IRS changes for RDPs and SSMs: (1) impacts on federal income tax preparation, and (2) impacts on estate planning, including revocable trust planning and avoiding the pitfalls of gift and estate tax rules. Presented by Alma Soongi Beck, Esq of The Beck Law Group, P.C Due to the high demand and limited space in this workshop, pre-registration is required. Please RSVP as soon as possible. San Francisco Workshop Register: Click Here!
When: Wednesday, February 1, 6pm – 8pm
Where: The SF LGBT Community Center, 1800 Market St., San Francisco
East Bay Workshop Register: Click Here!
When: Tuesday, February 7, 6pm – 8pm
Where: Bananas, 5232 Claremont Ave., Oakland, CA (Parking is located in the rear)
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