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

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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.

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Upcoming Appearances

May 16, 2011
Selected Recent Estate Tax Developments
Santa Clara Estate Planning Council

Location: Santa Clara, CA (members and guests only)

June 20, 2011
Transfer Tax Provisions of of The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act Of 2010
California CPA Estate Planning Symposium

Location: TBA

July 20, 2011
I: QTIP Aftermath
II: Trusts as IRA beneficiary
AICPA Advanced Estate Planning Conference
http://www.cpa2biz.com

Location: Boston, MA

November 15, 2011
Selected Recent Estate Tax Developments
The CPE Forum of the Central Coast

Location: CSU Monterey Bay, CA

November 18, 2011
What Makes Estate Planning For Family Businesses So Different?
Mike Jones and DeeAnn Thompson
Western CPE
http://www.westerncpe.com

Location: Tuscon, AZ

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Announcing the publication of our new book, Guide to Electing Out of the 2010 Estate Tax (And Into Modified Carryover Basis)

This Guide will help attorneys, accountants, executors of estates and trustees understand what rules could apply to 2010 estates, how to apply them, get ahead of critical deadlines, and assess the 2010 decision.

Click here for more information and to purchase.

Download the free Supplement Number 1 to the Guide here.

Download the free Supplement Number 2 to the Guide here.

24591 Silver Cloud Court, Suite 250 • Monterey, California 93940
Tel 831.373.1800 • Fax 831.372.0899

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 Return to top of page 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. Return to top of page Upcoming Appearances May 16, 2011 Selected Recent Estate Tax Developments Santa Clara Estate Planning Council Location: Santa Clara, CA (members and guests only) June 20, 2011 Transfer Tax Provisions of of The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act Of 2010 California CPA Estate Planning Symposium Location: TBA July 20, 2011 I: QTIP Aftermath II: Trusts as IRA beneficiary AICPA Advanced Estate Planning Conference http://www.cpa2biz.com Location: Boston, MA November 15, 2011 Selected Recent Estate Tax Developments The CPE Forum of the Central Coast Location: CSU Monterey Bay, CA November 18, 2011 What Makes Estate Planning For Family Businesses So Different? Mike Jones and DeeAnn Thompson Western CPE http://www.westerncpe.com Location: Tuscon, AZ Return to top of page	Home Our Mission Estate Planning Services Beneficiary Services for Retirement Accounts Estate and Trust Dispute Resolution Family Business Transition Services About • DeeAnn Thompson • Mike Jones Speaking Engagements Publications Podcasts	Announcing the publication of our new book, Guide to Electing Out of the 2010 Estate Tax (And Into Modified Carryover Basis) This Guide will help attorneys, accountants, executors of estates and trustees understand what rules could apply to 2010 estates, how to apply them, get ahead of critical deadlines, and assess the 2010 decision. Click here for more information and to purchase. Download the free Supplement Number 1 to the Guide here. Download the free Supplement Number 2 to the Guide here.
24591 Silver Cloud Court, Suite 250 • Monterey, California 93940 Tel 831.373.1800 • Fax 831.372.0899	© 2006 - 2008 Thompson Jones LLP All rights reserved.