Speaking Engagements
Mike's Speaking Background
Topics
Upcoming Appearances
Mike's Speaking Background
As a frequent lecturer, Mike Jones is highly regarded for his ability to make complex topics understandable. In addition to serving as adjunct faculty at Santa Clara University School of Law and St. Thomas University's Center for Family Enterprise, here's a representative sample of institutes and conferences where he has been a featured lecturer:
New York University's Family Wealth Institute, (Mike and DeeAnn were co-founders of and chaired this institute), Federal Institute on Taxation, and Introduction to Estates and Trusts (Chair)
Santa Clara University's Jerry A. Kasner Estate Planning Symposium
Hawai'i Tax Institute
Notre Dame University's Institute on Estate Planning
UCLA-CEB Estate Planning Institute
California CPA Education Foundation
CPE Forum of the Central Coast (Executive Board Chairman)
Estate Planning Councils in Monterey, Santa Cruz, the San Francisco Bay Area
Topics
Estate Tax Update
Estate Planning In Tough Times
Estate Planning for IRAs and Other Retirement Plans
Roth IRA Conversions
Charitable Planning for Retirement Plans
Sophisticated Estate Planning Techniques
Estate Planning for Family Businesses*
Credit for Tax on Prior Transfers*
* Presented by Mike Jones and DeeAnn Thompson.
Upcoming Appearances
July 26–28, 2010
• Planning Under Uncertainty
• QTIPs and Surviving Spouses
AICPA Advanced Estate Planning Conference
http://www.cpa2biz/conferences
Location: Washington, DC
November 1–4, 2010
Hawai'i Tax Institute
November 16, 2010
Selected Recent Estate Tax Developments
The CPE Forum of the Central Coast
Location: CSU Monterey Bay, CA
