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
Monday, September 14, 2009
Current Federal Tax Developments in Estate Planning
East Bay Estate Planning Council
Presentation by: Michael J. Jones and DeeAn L. Thompson
Location: Oakland, California
Wednesday, September 30, 2009
Selected Recent Estate Tax Developments
Jerry A. Kasner Symposium on Estate Planning
Santa Clara University Law School
Location: San Jose, California
October 19-21, 2009
Presentation 1: Roth IRA Conversions – The Time is Nearing
Presentation 2: Maximizing the Benefits of a QTIP Trust
45th Annual Hawaii Tax Institute
Location: Honolulu, HI
Tuesday, November 17, 2009
Selected Recent Estate Tax Developments
The CPE Forum of the Central Coast
California State University Monterey Bay
Location: Seaside, California
Thursday, November 19, 2009
Roth IRA Conversions
Mt. Diablo Silverado Council, BSA and The Mechanics Bank
Location: Walnut Creek, CA
Thursday, January 21, 2010
Naming a Trust as IRA Beneficiary
National Elder Law Foundation
Location: Grapevine, Texas
Sunday, May 2 through Tuesday, May 4, 2010
AICPA Conference on Tax Strategies for the High-Income Individual
Watch this page for topic announcements
Location: Las Vegas, NV
