THOUGHT LEADERSHIP /

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.

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.

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.

Sanjay Agarwal and Mark Vitner of Wells Fargo discussed the tax reform and current economic landscape at the Pullman in Redwood City, CA.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Lynne Born, partner and COO, quoted in SV Magazine feature article on Watermark, the leading Silicon Valley women’s business leadership organization.

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.