THOUGHT LEADERSHIP /

SPEAKING & MEDIA MENTIONS

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 presenter on Equal Pay Data Reporting

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 presenter on philanthropy in the Time of COVID-19

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 panelist at High Tech Tax Institute

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

16

2020

Ian Mason moderator at Marcus & Millichap / IPA Multifamily Forum

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.

Nov

19

2019

Seiler LLP hosts Williams Group Book Signing and Discussion

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.

Sep

30

2019

Erin Hastings presenting at How Women Lead

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

Nancy Young and David Sacarelos present at HLB Conference (Silicon Valley)

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.”

Apr

06

2018

Ron LaVelle speaker at ACG SF event

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.

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.