SESSION 1:
Topic: Helping Clients Get Charitable Giving Right
Jeff and David will explore three key types of giving vehicles: private foundations, donor-advised funds, and charitable remainder trusts / charitable lead trusts. All are effective yet offer different levels of control, authority, and philanthropic versatility. The structure and merits of each will be discussed with respect to tax treatment as well as grantmaking, legacy, organizational and investment considerations, plus Jeff and David will offer practical guidance on how to help clients choose the right tools for their situation.

Speakers:

Jeff Haskell, Chief Legal Officer
Foundation Source
Mr. Haskell is one of the nation’s most knowledgeable speakers and authors in the areas of private foundation law, compliance and taxation. He and his team of tax and legal experts frequently present to regional estate planning councils and financial advisory associations, approximately 50 since 2015. Mr. Haskell also speaks nationally; he has presented multiple times at the Heckerling Institute on Estate Planning and the Private Foundation Summit of the American Institute of Certified Public Accountants (AICPA).  

David Seeber, Senior Business Development Advisor
Foundation Source
David Seeber is a Senior Business Development Advisor of the West region for Foundation Source, the nation’s largest provider of foundation management services. He works directly with wealth and legal advisors, families, corporations, and existing foundations, providing them with education in philanthropy and private foundations.

SESSION 2:
Topic: Speed Mentoring Session for all stages of a Planner’s Career
Looking to take the next step on your career path? Want to improve your planning and advising skills? Ready to start attracting your own clients? Or thinking of joining the industry? Come meet a mentor at the FPA Northern California Fall Symposium. Sign up here to be MENTEE

Have some experience in our industry? Looking to help others along in their career? Do you like teaching and guiding? Looking for talented new members to join your firm? Come be a mentor at the FPA Northern California Fall Symposium. Sign up here to be a MENTOR

We will offer three levels of mentoring:

1. For students and young professionals not yet in the industry who would like to break in
2. For up-and-coming Planners and Advisors who would like to mature in their skills and progress their careers
3. For more established Planners and Advisors who are working on attracting clients and building their books 

There are also opportunities to be both a mentor and a mentee on the same day. Over an experience packed hour including two sessions of 25 minutes each, participants can have two meetings, engaging with other members, and building relationships for the future. 

For those not participating as a mentor or a mentee, we will have a pair of roundtable discussions set up on these topics:

• Buying and Selling a Practice led by Randy Hendershot
• Taming your Back Office led by Cameo Roberson

SESSION 3:
Topic: Legal Missteps Clients Make that Cost Them Money and How to Avoid Them
Keith will walk the audience though common mistakes clients make in the legal field that end up costing money, induce headaches, and limit options down the road.  Among the common pitfalls Keith will cover are: entity selection, capital stack/ownership structure, estate planning, and real estate structure choices. 

Keith Dunnagan
BPE Law Group
Keith is the Managing Shareholder at BPE and is responsible for the day-to-day management of the firm.

As the managing transactional attorney for BPE, his practice focuses on the routine business transactions of his clients involving business formations, corporate governance, financing, and real estate transactions. The key to Keith’s success is his understanding of available financing models and business structures necessary to finance a transaction.

As a leading authority on real estate and finance matters, Keith is regularly retained as a consultant or expert when property and financing issues overlap in litigation matters.
Keith also maintains a specialized practice in dental law, where he represents dentists in California on issues ranging from corporate formation, leasing, practice sales, succession planning, financing and equipment purchases.  

*Two (2) hours of CE credits are currently being processed by the CFP Board for this event.