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IRS Adopts California Domestic Partner Community Property Law


IRS Adopts California Domestic Partner Community Property Law: What this means to you

Couples living as domestic partners face unique challenges that require an in-depth understanding of these relationships, supported by the right experience and resources. Join us for a complimentary seminar featuring professionals who are experts in the issues associated with the IRS’s recent decision to implement the California Domestic Partner Community Property Law. This presentation will cover the details of the recent IRS ruling and other questions and answers about retirement income planning, accounting requirements, wills, trusts, probate and estate planning for domestic partnerships.

When: January 24, 2011
Time: 5:45 pm to 7:30 pm
Presentation begins at 6:30 pm
Where: San Francisco City Club
155 Sansome St
10th Floor
San Francisco, CA, 94104
Moderator: Nanette Lee Miller, a certified public accountant with MarcumStonefield, a division of Marcum LLP, is the Firm’s West Coast Partner-In-Charge of Assurance Services.  She has more than 20 years experience in public accounting and provides assurance, accounting and business consulting services to publicly- and privately- held businesses, individuals, as well as not-for-profit organizations.
Speakers: Dustin St. Jonn, a Registered Representative of Pettinelli Financial Partners, helps domestic partners understand the unique challenges that they face, and how to overcome them.  Pettinelli Financial Partners has been active in the community for over 40 years.
  Sandra Van Keuren, CPA, MS (Tax), is a Senior Tax Manager at MarcumStonefield, a division of Marcum LLP, she has extensive experience in tax compliance and consulting projects related to small businesses, estates, trusts, high- net worth individuals, real estate and venture capital partnerships.
  Stuart Hays, owner of Occidental Law Group, helping individuals and business owner’s reach their legal goals in the San Francisco Bay Area.


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