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November 7th Luncheon Seminar - Biennial IRS Update @ The Santa Clara Marriott
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Take this opportunity to hear the Internal Revenue Service's Kyle Martin speak and get an inside perspective on what the local IRS office is looking for regarding estate and gift tax returns and for updates related to such tax returns.

When: November 7, 2019
Registration Opens 11:30am; Presentation: 12:00 - 1:00pm
Where: Marriott Santa Clara: Salon 5-6
2700 Mission College Blvd.
Santa Clara, California  95054
United States
Presenter: Kyle Martin
Contact: Wendy Ikebe

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Kyle Martin from the IRS will be reviewing the recent developments in Estate and Gift Tax.

We welcome Merrill Lynch Wealth Management as sponsor for this luncheon.


About the Presenter: Kyle Martin
Kyle is a Supervisory Estate Tax Attorney with the Internal Revenue Service in Oakland, California. He has been with the Service since 1989 and in his current position since March of 2006. Kyle is a graduate of the University of Kansas with a Bachelor of Arts degree in Psychology. In 1993, Kyle received his Doctor of Jurisprudence degree from San Francisco Law School. He has been a member of the California State Bar since December of 1993. As the Supervisory Attorney, Kyle manages: 9 Estate Tax Attorneys, 1 Paralegal Specialist and 1 Legal Assistant in Santa Maria and Oakland, California. Before obtaining his current position, Kyle was a field Estate Tax Attorney in San Francisco and Oakland from 1994-2006.

General MCLE Credit: 1 Unit
Estate Planning Specialization MCLE Credit:
1 Unit
New! CPE Credits are now available for CPAs and Financial Planners

$ 60 SVBA Members
$ 100 Non-Members
$ 10 surcharge for walk-in registrations
We cannot offer refunds after October 31, 2019.

The SVBA Luncheon Seminars are generally held the first Thursday of each month.


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