Professional Advisors Series, “Marriage Matters – Nuanced Advising of LGBTQ Clients in Relationships”

See the event on horizonsfoundation.org

When:
October 27, 2016 @ 11:30 am – 2:00 pm

Where:
Transamerica Pyramid, 48th Floor
Transamerica Pyramid
600 Montgomery St, San Francisco, CA 94111

Cost:
Free

The Supreme Court’s marriage equality rulings were game-changes for the LGBTQ community. However, navigating tax, estate, and legal issues still requires special expertise and sensitivity. This discussion will help advisors provide nuanced advice to their LGBTQ clients, with a particular focus on tax, estate planning, and legal considerations, which may be specific to them.

11:30 a.m. – 12:00 p.m. – Lunch & Networking
12:00 p.m. – 1:30 p.m. – Learning Session
1:30 p.m. – 2:00 p.m. – Questions & Networking

Please be prepared to show identification to building security. This event requires advance registration; due to building restrictions, we are unable to accommodate guests who have not registered. Registration will close 24 hours prior to event or when we have reached capacity.

Please contact us at events@horizonsfoundation.org or at 415.398.2333 ext. 115 if you have have any questions or to make changes to your registration.

Panelists

STEVE BRANTON, CFP®, Senior Financial Planner, Mosaic Financial Partners

Steve Branton specializes in the financial and legal issues faced by people whose financial situations don’t fit the mold, including married or domestic partnered same sex couples and couples who are in committed relationships but choose not to marry or register as domestic partners. He is a Senior Financial Planner at Mosaic Financial Partners, responsible for developing and implementing financial plans for his clients.

Prior to joining the team at Mosaic, he was an Associate Advisor at Hilltop Advisors LLC. He received a Bachelors in Economics from Tulane University and completed his financial planning studies at Southern Methodist University. He is a Certified Financial PlannerTM and also holds the Accredited Domestic Partner Advisor designation. Steve has been frequently interviewed in relation to the financial and legal implications of marriage to same-sex couples by the Wall Street Journal, USA Today, Kiplinger’s magazine, Money magazine, and San Francisco Business Times, among many others, and is a frequent contributor to NerdWallet. He enjoys his involvement with the Horizons Professional Advisory Circle and participates widely in pro-bono financial planning events, including San Francisco Financial Planning Days.
Susan Jordan, CPA, Partner, Mowat Mackie & Anderson Partners

Susan specializes in the full realm of income tax compliance and planning services for individuals, trusts and estates. She has more than 20 years of public accounting experience. Specific individual services related to income tax planning include: coordinating services with a client’s other professional advisors, stock option planning, consolidating investment reports, IRA distribution planning and considerable experience with income taxing authority correspondence. Susan has a BA in Economics from UCLA and MS in Tax from Golden Gate University. She is a member of AICPA (American Institute of Certified Public Accountants) and CalCPA.

Susan also manages the preparation of complex estate tax returns, including fiduciary returns and advises and prepares income tax returns for charitable remainder trusts. She has substantial experience with elder clients under professional conservatorship requiring special income tax needs, including preparation of delinquent income tax returns and successful negotiation of penalty reductions and abatements on their behalf.

Susan has worked long term with a number of same sex couples, some married, some domestic parties and others unmarried or non-registered, and understands the many nuances of these relationships from a tax perspective, particularly as the rules have evolved over the years.
Linda Scaparotti, Attorney, Law Offices of Linda M. Scaparotti

Linda M. Scaparotti, a graduate of U.C. Davis King Hall School Of Law, licensed in California and Massachusetts, has been practicing law in the greater Bay Area for more than 35 years, heading her own firm. She is a renowned expert in estate planning (trusts, wills, advance health care directives, financial powers of attorney, tax planning) and transactional family law issues (adoptions, donor and parenting agreements, surrogacy, pre- and post-nuptial agreements), for same sex clients. Linda has worked with over 3,000 couples and individuals, helping them to clarify, structure, and protect their varied relationships, as well as writing and lecturing extensively on legal issues affecting LGBT people.

Linda was instrumental in the fight for marriage equality throughout the United States, including California, and donates over 500 hours a year to community and professional organizations.

Her volunteer and board activities, past and present, include: Human Rights Campaign (National Board); Brain Trust, National Center for Lesbian Rights; Education Committee, Horizons Foundation; Equality California; Past Chair of Bay Area Lawyers for Individual Freedom; Past President of the San Francisco Trial Lawyers’ Association; Consumer Attorneys of California; California Women Lawyers; Alameda County Bar Association; Trusts and Estates Section, State Bar of CA, and is a former Human Rights Commissioner in the City of Oakland, where she helped pass the first domestic partner legislation.
Charlie Spiegel, Attorney and Mediator – Collaborative Practice, Charles Spiegel Law

Charlie Spiegel’s San Francisco practice includes prenuptial planning, divorce and custody mediation, adoption, surrogacy and real estate matters. Charlie served as Co-Chair of the National Board of Lambda Legal, and was a founding Executive Director of Our Family, the Bay Area’s LGBT family organization. He served on the Board of Directors for KidsTurn.org and Collaborative Practice California; and now serves on the Board of CP-SF.com.  Charlie co-wrote a state wide low cost divorce education course www.divorceoptionsinfo.org.

Charlie has had 20 years of wide experience in real estate since graduating New York University School of Law with honors. He received a Fammy award from San Francisco’s Jewish Family & Children’s Services in 2009 for his advocacy for families. He has lived and raised his family in the SF Bay Area since just before the Loma Prieta earthquake in 1989.

 

Jeremy Yost, Partner, Apercen Partners LLC

Jeremy Yost serves as a partner at Apercen Partners LLC , a tax consulting firm offering high net-worth individual clients a full spectrum of income and multi-generational tax planning and compliance services.

Jeremy has extensive experience with complex individual income taxation, complex S corporation issues including, excess net passive income, accumulated earnings & profits, redemptions, deemed dividends, and analysis of shareholder basis.

Previously Jeremy has served as a member of the Horizons Foundation Professional Advisors Circle and the Board of Governors for StartOut.  He has instructed on LGBT Income Tax issues at the Out & Equal Workplace Summit as well as during national training weeks for Deloitte Tax in the US and India. Jeremy was also a founding board member of First Graduate, a San Francisco charitable organization that helps young people finish high school and become the first in their families to graduate from college.

Jeremy holds a BS degree from California State University Long Beach in Business Administration and earned his Master of Science with High Honors in Taxation from Golden Gate University.  A member of the American Institute of Certified Public Accountants, he received his California CPA license in September 1996.  He lives in San Francisco with his partner, Drew, and his greyhound, Molly.