thought leadership /

Speaking & Media Mentions

MAY
03
2017

Elizabeth Sevilla presenter at the invitation-only Bay Area Family Office Forum

Elizabeth Sevilla spoke at the invitation-only Bay Area Family Office Forum on the topic of the state of estate tax under the Trump Administration. The event was held in Palo Alto, California.

FEB
01
2017

Lynne Born keynote speaker at the 2017 Watermark Conference for Women

Lynne Born delivered a keynote address at the Watermark Conference for Women, an annual gathering of women leaders in business, politics and society. The event was held at the San Jose Convention Center.

NOV
03
2016

David Mugmon moderator for IPA Multifamily Forum San Francisco Bay Area

David Mugmon, tax partner, moderated the panel on “Game Changers: New Plans & Perspectives from Active Developers” at the annual Multifamily Forum by Institutional Property Advisors (IPA). The day-long event was held in Foster City.

OCT
27
2016

David Sacarelos panelist for Silicon Valley Community Foundation’s Professional Advisor Luncheons

David Sacarelos, tax partner, served on a panel exploring, “The Ecosystem of Philanthropy: How Can Advisors Work Together to Fulfill Their Clients’ Most Complex Charitable Goals.” The Silicon Valley Community Foundation event was held twice, in October and November 2017.

SEP
07
2016

Debra McCall presenter at Institute of Real Estate Management’s Asset & Property Management Symposium California

Debra McCall presented on the new lease accounting standards at the Institute of Real Estate Management (IREM) Asset & Property Management Symposium California in San Francisco.  

AUG
02
2016

Elizabeth Sevilla panelist at “Estate Planning Challenges for Emerging Wealth” Symposium

Elizabeth Sevilla led a panel discussion at the Silicon Valley CalCPA PSV/SVSJ 15th Estate Planning Symposium. The theme this year was “Estate Planning Challenges for the Emerging Wealth.” The symposium is held annually in the San Jose area.

MAR
17
2016

David Sacarelos speaker for Non-Profit Seminar on Tax Exemptions

David Sacarelos was a co-presenter at a Farella Braun + Martel LLP seminar on maximizing property tax exemptions for non-profit organizations. The seminar was held in San Francisco, CA.

MAR
01
2016

Lynne Born panelist for Markets Group US Private Wealth Forum

Lynne Born was a panelist for the “Family Governance & Dynamics” session, exploring family governance best practices, cyber security for ultra high-net-worth families, and other matters. The forum was held at the Hilton San Francisco Financial District in San Francisco, CA.

DEC
02
2015

Brian Jeffs panelist for Daily Journal’s Corporate Governance 2015

Brian Jeffs spoke on a panel on “Corporate Governance in Family Businesses” focusing on the unique dynamics of passive family members, next generation involvement and non-family stakeholders. The conference on “Today’s Best Practices and Practical Advice for Private Companies” was held at the Le Meridien hotel in San Francisco, CA.

NOV
05
2015

David Mugmon moderated a panel at Marcus & Millichap / IPA: Multifamily Forum

David Mugmon, tax partner, moderated a panel at the Marcus & Millichap / IPA: Multifamily Forum San Francisco Bay Area 2015. The panel discussed “Welcome to the Neighborhood: A New Development Power Panel” focusing on the latest updates from the developers, owners, and investors behind the Bay Area’s newest multifamily projects.

OCT
01
2015

Lynne Born quoted in SV Magazine feature article on Watermark

Lynne Born, partner and COO, quoted in SV Magazine feature article on Watermark, the leading Silicon Valley women’s business leadership organization. READ MORE> LEADING BY EXAMPLE: A look at the past, present, and future of Watermark.

SEP
17
2015

David Sacarelos and Elizabeth Sevilla present at Kasner Estate Planning Symposium

David Sacarelos and Elizabeth Sevilla co-presented “Income Tax Primer for Estate Planners” at the annual Kasner Estate Planning Symposium at the Santa Clara Convention Center.

Silicon Valley

San Francisco