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BHEPC Meeting – Feb. 4 Sponsored by Douglas Ellman – Basis Planning
February 4, 2019 @ 6:00 pm - 8:30 pm
About our Sponsor: The Master Trust & Probate Division was created 15 years ago to meet the unique challenges of trust, conservatorship and probate real property sales. We offer Trustees the specialized skills required to navigate these complex transactions, along with the marketing expertise needed to maximize and optimize the value of these properties. Our proactive marketing platform is the industry leader, consistently generating multiple offers and higher-than-market value sale prices. Clientele of the Executive Directors include Fortune 50 and top financial institutions as well as a distinguished array of lawyers, CPAs, financial managers and private parties seeking exceptional service.
Gursey Schneider, LLP
Keith Dolabson joined the firm in 2012 as a partner in the tax and accounting department. He has over 30 years of experience providing tax services to individuals, family groups and owners of closely held businesses. He works closely with his clients and their team of advisors to provide proactive and comprehensive business advice. He leverages his extensive network to benefit his clients with their business and financial needs. Keith’s practice focuses on the income, fiduciary, estate, charitable giving and wealth transfer tax areas. He also has extensive experience advising inbound and outbound international executives. Keith is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He serves on the Board of Directors with Junior Achievement, an organization dedicated to inspire and educate students about financial literacy, work readiness and entrepreneurship. He is also an Advisory Board member of the Master of Science in Taxation Program at California State University, Northridge.
Capital Consulting, LLP
Bruce Bulloch is a nationally renowned expert in partnership and transactional taxation and is a frequent author and speaker on these issues. Mr Bulloch is a retired Ernst & Young tax partner with 30 years of experience, managing transactional issues for some of the firm’s most noteworthy clients and also responsible for managing the real estate services practice in the Mid-Atlantic, Pacific Northwest and Pacific Southwest regions of the firm. Mr. Bulloch is a professor at Chapman University School of Law, teaching real estate and tax courses at the Jonhs Hopkins University and the University of Southern California.