Listed here are some of our recent speaking engagements and examples of thought leadership in the media.
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Jan
12
2021
Erin Hastings, Advisory & Assurance Partner, gave a presentation entitled “Equal Pay Data Reporting, An Asset for the Strategic Employer (CLE) Confirmation” on January 12, 2021. Erin co-presented with Holly Sutton, Partner at Farella, Braun + Martel, to the San Francisco Bay Area chapter of the Association of Corporate Counsel.
Dec
03
2020
David Sacarelos, Tax Partner, gave a presentation for the Montalvo Arts Center on the state of philanthropy in the time of COVID-19. The presentation touched on the Coronavirus Aid Relief and Economic Securities (CARES) Act, tax implications and advantages, tips to maximize 2020 deductions, planned giving, and more. David, who is a Trustee of Montalvo, co-presented with Montalvo’s Executive Director Angela McConnell and Director of Finance Lee Ann Payne.
Nov
04
2020
Lupita McLane, Chief People Officer, will be a panelist at TEI-SJSU and CalCPA’s 36th Annual High Tech Tax Institute on November 9, 2020. The panel will be discussing “Post-Pandemic Tax Practice: Lessons Learned for the High-Tech Sector.”
Sep
24
2020
David Sacarelos presented on “COVID-19 Relief Acts—Implications for Estate Planners” at the 16th Annual Jerry A. Kasner Estate Planning Symposium on September 24.
Sep
18
2020
Debra McCall served as the moderator for a panel to discuss “Apartment Construction & Design—Pandemic-Driven Challenges and Solutions” at the Marcus & Millichap / IPA Multifamily Forum Northern California Online Conference on September 18.
Sep
16
2020
Ian Mason served as the moderator for a panel discussion on “Multifamily Investment & Development Outlook in the SF Bay Area and Across Northern California” at the Marcus & Millichap / IPA Multifamily Forum Northern California Online Conference on September 16.
Jul
09
2020
Lupita McLane, Chief People Officer, will be a panelist at tomorrow’s HLB International conference. The panel will be discussing “Leading through uncertainty: how COVID-19 has made employee well-being a talent management priority,” as well as how to ensure workforce resilience both now and beyond the pandemic.
Jun
14
2020
Lupita McLane, Seiler’s Chief People Officer, was recently interviewed by the Journal of Accountancy about how we’re taking great care of our people during the COVID-19 pandemic. Read the article here.
Apr
10
2020
Seiler Partners Erin Hastings and Ron LaVelle presented a 90-minute interactive webinar about the Small Business Administration’s Paycheck Protection Program (PPP) Loan, created by the recent CARES Act.
Watch the Recorded Webinar >
Recording Password: QjAi9imJ
Jan
09
2020
Ron LaVelle shared with CampdenFB about the essentials of professionalizing the family office infrastructure, as well as trends in the field. Read the article here.
Nov
19
2019
Seiler hosted a book signing by Amy Castoro, President & CEO of Williams Group, at City Club San Francisco. The author of “Bridging Generations,” Castoro shared insights about working with multi-generational, high-net-worth families at the event on November 19th.
Nov
05
2019
Barbara Schmidt, Seiler tax principal, participated in the panel discussion “Amended Returns – Let’s Try Again.” at the 35th Annual TEI-SJSU High Tech Tax Institute on November 5.
Oct
17
2019
David Sacarelos discussed TCJA tax considerations related to estates and trusts on the panel “Basis is (Almost) Everything.” This event on October 17-18 was sponsored by Seiler.
Sep
30
2019
Erin Hastings, Seiler audit partner, will discuss best practices, trends, and roles when speaking on “Leading Audit Committee Practices” in the How Women Lead webinar on September 30th.
Jun
21
2019
Tax partners Nancy Young and David Sacarelos presented at HLB Asia Pacific’s Silicon Valley conference on June 21. Young spoke about “Doing Business in Silicon Valley: What Foreign Companies Need to Know about California State & Local Tax.” David Sacarelos presented on “Doing Business in Silicon Valley: Wealth and Investing in the U.S. for Cross-Border Families,” as well as “Change on the Horizon: Exploring the Next Generation of Start-ups.”
Jun
04
2019
Elizabeth Sevilla was one of the panel of experts who discussed the relevant legal, tax, income, and estate planning techniques that tax and finance professionals can use to help navigate the tax impact of the 2017 Tax Cuts and Jobs Act.
May
30
2019
David Sacarelos served as the moderator of a panel discussion on Opportunity Zones at the invitation-only Bay Area Family Office Forum that took place on May 30th.
May
17
2019
Elizabeth Sevilla served as the moderator of a panel discussion on “Engaging the Senior Donor” and introduced the plenary speaker at the 2019 Northern California Planned Giving Council on May 17.
Feb
12
2019
David Sacarelos joined a panel on February 12th to discuss advantages and pitfalls of investing in Opportunity Zones at the Silicon Valley Real Estate Breakfast, hosted by Hoge Fenton.
Jun
06
2018
Elizabeth Sevilla served as the moderator for a discussion on the 2017 Tax Act at the invitation-only Bay Area Family Office Summit. The event was held in Palo Alto, California.
May
10
2018
David Sacarelos served as the moderator for a discussion on “Engaging the Conversation on Impact Investing” at Silicon Valley Community Foundation’s Conference on Charitable Giving. The event was held in Sanford, California.
May
04
2018
Elizabeth Sevilla spoke at Northern California Planned Giving Council’s Planned Giving Conference on the new tax law and its impact on charitable giving. The event was held in San Francisco, California.
May
03
2018
Elizabeth Sevilla gave an update on estate tax, in light of the tax reform, at the Peninsula Estate Planning Council’s member meeting in Foster City.
Apr
24
2018
Sanjay Agarwal and Mark Vitner of Wells Fargo discussed the tax reform and current economic landscape at the Pullman in Redwood City, CA.
Apr
06
2018
Ron LaVelle served on a panel discussing strategies and opportunities in family office investments at the ACG SF April 2018 Breakfast Series. The event was held in San Francisco, California.
Feb
15
2018
Mel Nguyen wrote an article published by the California Lawyers Association on understanding how the Tax Cuts and Jobs Act affects partnerships, including new definitions of qualified business income, qualified property and W-2 wages. The article was published in two parts. Click here for Part 1, and here for Part 2.
Feb
07
2018
Ron LaVelle, Elizabeth Sevilla, and Richard Ro speak at Tiger21’s event on “Family Offices Best Practices & Tax Reform 2017 Highlights.” The event was held in San Francisco, California.
Jan
16
2018
David Mugmon and Melville Nguyen shared their views at the Peninsula Investment Forum Marketing Meeting on how the new tax bill may affect the real estate market. The event was held in Redwood City, California.
May
03
2017
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 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, 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, 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 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 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
16
2016
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 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 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, 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, partner and COO, quoted in SV Magazine feature article on Watermark, the leading Silicon Valley women’s business leadership organization.
Sep
17
2015
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.