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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
and Chris Kollaja, CPA, of A.L. Nella & Co
Co-Sponsored by Gay Asian Pacific Alliance (GAPA)
Due to the high demand and limited space in this workshop, pre-registration is required. Please RSVP as soon as possible.
San Francisco Workshop
When: Wednesday, February 1, 6pm – 8pm
Where: The SF LGBT Community Center, 1800 Market St., San Francisco
East Bay Workshop
When: Tuesday, February 7, 6pm – 8pm
Where: Bananas, 5232 Claremont Ave., Oakland, CA (Parking is located in the rear)
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Location: Oakland, San Francisco | Posted in Upcoming Seminar |
“Federal Tax Changes for Domestic Partners”
Hosted by Our Family Coalition
Co-Sponsors:
Asian Pacific Islander Queer Women & Transgender Community (APIQWTC)
and the Gay Asian Pacific Alliance (GAPA)
Co-Presenters:
Alma Soongi Beck, Esq. from The Beck Law Group, P.C.
and Chris Kollaja, CPA, from A.L. Nella & Co.
Alma Soongi Beck, Esq.
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Chris Kollaja, CPA
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San Francisco Workshop
LOCATION: San Francisco LGBT Community Center, 1800 Market Street, San Francisco
DATE: Thursday, February 24, 2011, from 6:00 – 8:00 p.m.
East Bay Workshop
LOCATION: Bananas Child Care Resource (entrance in rear), 5232 Claremont Avenue, Oakland
DATE: Friday, February 25, 2011, from 6:00 – 8:00 p.m.
DESCRIPTION: In May 2010, the IRS announced major changes to how it now treats the community property of California state-registered domestic partners (RDPs), which most likely affects same-sex married couples as well. The changes will have a major effect on your federal income taxes, as well
as your estate planning. This workshop will help you make sense of the changes, including retroactively in some cases.
Find out what the change could mean for you and your family, get your questions answered.
Childcare available with registration.
Please reserve your space online at:
San Francisco Workshop: http://sflgbttaxworkshop.eventbrite.com/
East Bay Workshop: http://www.eventbrite.com/event/1230673979
For more information about Our Family Coalition please visit: http://www.ourfamily.org
For more information about A.L. Nella & Co. please visit: http://www.alnella.com
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Location: Oakland, San Francisco | Posted in Recent Seminars |
Property Issues for Non-Married Co-Owners
Free seminar sponsored by Barbary Lane Senior Communities
Property Issues for Non-Married Co-Owners
Tuesday, February 20, 2008 5:30 p.m. – 7:30 p.m.
The Lake Merritt Hotel 1800 Madison Street Oakland, CA
Discussion will include: * Property tax law impacting Non-Married Co-Owners * Property titling and vesting issues before closing on property purchases, * Basic Estate Planning Issues as They Impact Co-Owners of California Property
RSVPs required — (510) 903-3600 — www.BarbaryLaneSenior.com
Location: Oakland | Posted in Recent Seminars |
Wills, Power of Attorney and Other Estate Planning Essentials for LGBT Seniors
- Sponsor: Barbary Lane Senior Communities
- Date: Thursday, October 25, 2007 6:00 – 8:00 p.m.
- Location: Barbary Lane Dining Room, 1800 Madison Street, Oakland, CA 94612
- Reservation required. Please call (510) 903-3600 to reserve.
Location: Oakland | Posted in Seminars Archive |
Wills, Power of Attorney and Other Estate Planning Essentials for LGBT Families
- Sponsor: Our Family Coalition
- Date: Thursday, July 19, 2007 6:30-8:30pm
- Location: Bananas, 5232 Claremont Avenue, Oakland
- For free childcare, RSVP to Stephanie at 415-981-1960 or stephanie@ourfamily.org.
- Description: Do I really need a will? Can I draft my own will? When should I contact an attorney? What is a revocable living trust? What other documents might I need to protect my family? Some people think that estate planning is only needed when you have substantial assets, such as a house or big investment accounts. But this is not always the case. Without certain documents, our children and partners can be left in very tough situations with regard to health, finances and children’s custody and care. This seminar will cover some of those essentials.
- For information & directions to Bananas, go to www.bananasinc.org/visit.php
Location: Oakland | Posted in Seminars Archive |
Legal Update for Same Sex Couples & Families: Adoption, Parentage, Property and Estate Planning Issues for LGBT Californians
June 14, 2006 7:00 – 8:30 p.m. 2006
Join Alma Soongi Beck and Deborah Wald for a workshop on LGBT adoption, donor insemination, surrogacy and co-parenting issues as well as property and estate planning for LGBT families. Discussion will include the impact of AB 205 and recent California Supreme court decisions on LGBT families.
Sponsored by Our Family Coalition at BANANAS 5232 Claremont Avenue, Oakland
Please RSVP by email to: amiee@ourfamily.org
Location: Oakland | Posted in Seminars Archive |
Property, Parentage, and Taxes in the Age of AB205 and Same Sex Marriage
Sponsored by Our Family Coalition and National Center for Lesbian Rights
July 31, 2004, Oakland, co-presented with Emily Doskow and Carole Ruwart*
August 25, 2004, San Francisco, co-presented with Deborah Wald and Carole Ruwart**
September 25, 2004, Oakland*
October 6, 2004, San Francisco**
Location: Oakland, San Francisco | Posted in Seminars Archive |
AB205 and Same-Sex Marriage: Essential Legal Information about Property, Parentage and Taxes
Sponsored by Our Family Coalition and National Center for Lesbian Rights
April 29, 2004, San Francisco**
May 22, 2004, Oakland*
Location: Oakland, San Francisco | Posted in Seminars Archive |
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