Evan Carroll
Author and Founder · The Digital Beyond
Author and National Speaker Helping You Understand All Things Digital
Digital Afterlife Digital Estate Planning Trusts and Estates Digital Marketing Digital Legacy
Julia Chung, CFP, CLU, FEA
Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services
Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services
Personal Finance Financial Planning Entrepreneur Family Business Planning Estate Planning
David P. Meyer
Investment Fraud Attorney · Meyer Wilson Co., LPA
Managing Partner of Meyer Wilson Co., LPA
Yvonne Troya
Clinical Professor of Law · UC Hastings College of the Law
Contacts: troyay@uchastings.edu / 415-581-8918 / Office 300-100
Aging and Elderly Healthcare Decision-Making Children and Families Medical-Legal Partnerships Vulnerable Populations
Kurt A. Schurer
Managing Director · Veracap Corporate Finance
Strengthening the ties that bind: Providing strategic advice to family businesses is a passionate concern for Veracap's Managing Director
Stephen Schwarz
Emeritus Professor of Law · UC Hastings College of the Law
Contacts: schwarzs@uchastings.edu / 415-565-4681 / Office 624-200
Taxation Law Nonprofit Organizations Estate Planning Federal Income Taxation Taxation of Corporations and Partnerships
Micheal Burch
FCPA, FCA, CFP, Managing Partner · Welch LLP
A Managing Partner with detailed expertise on all areas of personal and corporate taxation.
Income Taxation Professional Service Firm Management Leadership Audit Taxes
Laura D. Adams
Personal Finance Expert · Unum
Laura Adams is a recognized personal finance expert with several books, a podcast and national media experience
Student Debt 401K Employee Benefits Financial Planning Health Insurance
Juan Carlos Ibarra
Academic and Professional Success Lecturer · UC Hastings College of the Law
Contacts: ibarraj@uchastings.edu / Office: 200 McAllister Street #373
Policy Analysis Legal Writing Litigation Public Policy Legal Research
Ryan Minor, CPA, CA
Senior Tax Manager · Freelandt Caldwell Reilly LLP
Ryan has refined his practice to focus on tax planning for private mid-market enterprises.
Succession Planning Estate Planning Personal Tax Accounting Tax Planning
Paul Innocente, CPA, CGA
Principal, Tax Advisory · Freelandt Caldwell Reilly LLP
Paul is responsible for managing, co-coordinating and communicating much of the Firm's tax work.
Corporate Tax Commodity Tax Consultation Estate Planning Business Tax Tax Legislation
Rick Bouffard, CPA, CGA
Principal, Tax Advisory · Freelandt Caldwell Reilly LLP
Rick uses his expertise to advise clients on tax matters in estate planning, income tax audits, SR & ED claims, and tax planning.
Transactional Accounting SR & ED claims Succession Planning Estate Planning Income Tax Audits
Don Scott
FCPA, FCA, Partner/Director of Tax Services · Welch LLP
Nationally recognized for his extensive knowledge in the area of Personal and Corporate Tax Planning
Personal and Corporate Tax Planning Succession Planning Estate Planning Tax Compliance Taxation for Owner Managed Businesses
Robert O'Toole
President · National Eldercare Professionals Network
Eldercare in an Age of Scarcity: Who Will Care and Who Will Pay?
Navigating the Complex Health and Long-Term Care System Building an Elder Services Business Without Dependence On Billable Hours Uncovering Elder Financial Abuse and Taking Action Against the Perpetrators Developing Elder Care Support Programs Adding Services to Elders and Caregivers to Community Bank Marketing Programs
Laurie Daschuk
Association Executive / Event Manager · Integra International / Stop the Presses
Professional Development, Events, Association Management and Social Media Marketing with a focus on member engagement and board development.
Facilitation & Training Association Management Marketing & Branding Association Membership Growth
Peter Berry
CPA, CA, TEP, Manager · Welch LLP
Accounting and Advisory specialist to owner-managed businesses and not-for-profits
Condominiums Not-For-Profit Management and Accounting Real Estate Tax Trusts and Estates
Tom Deans
Full-time Professional Speaker · Detente Financial Press
Full-time Award-Winning Professional Speaker: 500+ Paid Speaking Engagements in 14 Countries. Family Business and Wealth Transfer Expert
Stephen Rispoli, J.D.
Assistant Dean of Student Affairs and Pro Bono Programs · Baylor University
Stephen Rispoli focuses on student relations, pro bono programs and access to justice issues
Access to Justice Community Outreach Orientation Pro Bono Student Affairs