Friday, August 13
(Click the "Register Now!" Button Below to Register for this Meeting)
Our panel will provide explanation and analysis of the new laws and their impact on individuals and businesses including, among other things:
Christine Roberts, Esq. (Panelist) Christine is a partner in the Santa Barbara law firm of Mullen & Henzell L.L.P. where she practices exclusively in the employment benefits and employment law area, with particular emphasis on pension and health plans under the Employee Retirement Income Security Act of 1974 (“ERISA”). She has written chapters on IRS and Department of Labor voluntary compliance programs for retirement plan.
Dana Boutain, C.P.A. (Panelist) Dana is a tax partner with CBIZ MHM LLC in Oxnard, California and has over 20 years of experience in public and private accounting. Her expertise includes estate planning, tax planning for officers and shareholders of closely-held businesses and planning for the transfer of assets between generations. Dana holds a masters of business taxation from Golden Gate University.
Bryce Eddy, Senior V.P. (Panelist) Bryce is a Senior Vice President with Poms & Associates, a full service insurance brokerage and consulting firm offering commercial insurance, employee benefits, personal lines, risk control, and risk management services to U.S and international clients. He designs and manages wellness and insurance programs for some of the leading brand name companies in the United States.
Joanna Orr, Esq. (Moderator) Joanna is a tax associate with Ferguson Case Orr Paterson, LLP in Ventura practicing in the area of taxation, with an emphasis on business transactions, nonprofit organizations and real estate. She earned a masters of law in taxation from Georgetown University.
As always, we will have great door prizes!!
Lunch Choices: (1) Grilled Loin of Pork (2) Cobb Salad; or (3) Vegetarian Sandwich. All lunch selections include dessert and coffee.
The cost is $35 for members of the CPA/Law Society; $45 non-members; $30 students; $25 student-members. Price Includes Lunch, Coffee/Tea, Dessert and MCLE/CPE credit. Please make your reservations and lunch selection on Constant Contact. If you have any difficulty registering, please by calling Barbara at Doug Kulper’s office (805) 659-6800 or e-mail Doug Kulper at dkulper@fcoplaw.com, before August 11, 2010. All reservations are considered "firm" on August 11 (at 5 pm); we will bill late cancellations and "no shows."