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Financial & Estate Planning Series
Tax Issues for Estate and Inheritance Planning

Estate taxes, trusts, and long-term financial planning—learn more about some of the factors that may affect your financial and estate planning. Topics will include stock options and equity compensation, plus estate and property taxes (including California’s new Proposition 19).

Terry Dickens, CPA, Tax Senior Manager, Moss Adams
Terry provides consulting and tax compliance services for closely held businesses and their owners, high net worth individuals, and executives. He focuses on clients with equity compensation, estate, gift and trust planning, ownership succession, and international tax issues. Terry has extensive experience with federal and state tax compliance for flow-through entities, individuals, trusts, and private foundations. Terry holds both bachelor’s and master’s degrees in Accounting from Texas A&M & UT-Dallas.

Cal State East Bay’s Estate and Financial Planning program shares insight and information on financial, estate, and gift planning issues to help you plan for your and your family’s financial future.

DISCLAIMER: The views, thoughts, and opinions expressed in this event and in any active chat belong solely to the panelists or person responsible for sharing that information, and not necessarily to Cal State East Bay, the CSU East Bay Alumni Association or other group or individuals that comprise the above mentioned organizations; and therefore, cannot be held responsible, in any way whatsoever, for your use of the information provided.

May 6, 2021 12:00 PM in Pacific Time (US and Canada)

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