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 Law School’s Jerry A. Kasner Estate Planning Symposium
  • Southern California Tax & Estate Planning Forum
  • 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

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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.

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Upcoming Appearances

  • Designating Trusts as IRA Beneficiaries: Drafting and Administration Issues
  • Estate Planning for Smaller Estates
    Panel with DeeAnn Thompson, CPA

October 16 – 18, 2014

Southern California Tax & Estate Planning Forum

San Diego, CA

Further Information and Registration: http://www.clenet.com/

 

 

  • The Legal Basis for Tax Basis
    Panel with Darin Donovin, Esq. and Alvin J. Golden, Esq.

October 24 – 25, 2014

Jerry A. Kasner Estate Planning Symposium

Santa Clara Convention Center, Santa Clara, California

Further Information and Registration: http://law.scu.edu/kasner/

 

 

  • Practical aspects of portability in planning and administration
  • Family Business Succession Planning
    Panel with David York, Esq., DeeAnn Thompson, CPA and Eileen Gallo, PhD

November  3 – 6, 2014

Hawaii Tax Institute

Further Information and Registration: http://www.hitaxinstitute.org/

 

 

  • Annual Update for Estate Planners on Federal Transfer Taxes & Retirement Plans

November 24, 2014

CPE Forum of the Central Coast

Further Information and Registration: http://www.cpefcc.org/aboutus.html

 

 

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