Please join Horizons Foundation and other professional advisors who work with the LGBT community to discuss and learn about the first year of filing California married returns for registered domestic partners. Three of our community’s leading tax preparers will share what they discovered during this first year of preparing many CA RDP returns: What kind of trends emerged? What were the thorny issues? What were the hardest issues to resolve between the Federal and the State returns?

Jan Zobel, EA, Pan Haskins, MS (Taxation), CPA, and Karen Stogdill, CEBS, EA, will share their experiences with us and answer questions from the group.

Tuesday, May 13, 2008
12:00 noon – 1:30 p.m.
Ameriprise Financial
180 Montgomery Street, Suite 2480
San Francisco

RSVP Required: RSVP online, call 415.398.2333 x115 or email events@horizonsfoundation.org.

December 2007
How to Talk to Your Clients About Charitable Gift Planning
Barry Taylor, CFP Financial Planner at Bingham, Osborn & Scarborough, LLC, Linda Scaparotti, Estate Attorney, and Michael Fontenella, CPA talk about how to discuss philanthropy with your clients, encourage them to add a charitable component to their estate plans and discuss the empowerment of leaving a legacy. Hear from our panel of experts about the importance of philathropy in estate planning and how to communicate the idea to your clients, effectively enabling them to realize their estate and philanthropic goals. Moderated by Deb Kinney, Estate Attorney, DLK LawGroup. Cosponsored by San Francisco Foundation.

November 2007
Tax Filing for Registered Domestic Partners
Patricia Cain, Inez Mabie Distinguished Professor of Law, Santa Clara University, Pan Haskins, CPA, MS (Taxation) and Karen Stogdill, EA, CEBS talk about how to implement the new State Income Tax Equity Act, which requires registered domestic partners to file as married for 2007 California tax returns. The three expert professionals have been working closely with the Franchise Tax Board and will walk us through the new FTB Publication 737, Tax Information for Registered Domestic Partners. Cosponsored by NCLR, EQCA and BALIF.

May 2007
Collaborative Practice: A Team Approach to Resolving Family, Business, and Other Disputes in the LGBT Community
Jeanne M. Fahey, Deborah H. Wald and John D. Raskin talk about What is Collaborative Practice and Why Should You Know About It, and Specific Benefits of Collaborative Process in LGBT Community. Co-sponsored by Bay Area Lawyers for Individual Freedom (BALIF).

January 2007
How will the Pension Proctection Act Benefit Your Clients
Horizons Foundation and Steefel, Levitt & Weiss are proud to offer a seminar on the recently-enacted Pension Protection Act's charitable provisions. Jeff C. Nguyen, Esq. of Steefel, Levitt & Weiss will discuss the impact of the Act on donors and charities.

2006 • 2005 • 2004