September 9 - 10, 2021
Location: Virtual Classroom, CA
- Southern California Chapter
- Lianna Ayala
- 818-957-5111 (2)
- Virtual Classroom
- Virtual Classroom
Virtual Classroom, CA
- Garfield, MAI , Eric
APPROVED: 5 BREA CE HOURS
PENDING APPROVAL: 5.5 MCLE HOURS
8: 00 AM - Welcome
Eric Garfield, MAI,
CCIM – Event Chair
Steve Henry, MAI– 2021
Appraisal Institute –
The Latest from AI’s National Government and
External Relations office and Latest from SCCAI
Bill Garber - AI Director for Government and
Steve Henry, MAI - 2021 SCCAI President
Judge’s Panel View from the Bench
KEYNOTE SPEAKER: Honorable Albert G. Lauber, Senior Judge, United States Tax
Moderator: Michael Zarefsky, Esq. - Retired IRS Estate Tax Attorney
and Estate & Gift Appeals Officer
State of the Estate
Tax and the Biden Administration’s Strategies
Professor Ed McCaffery of USC Tax Institute
Moderator: Eric Garfield, MAI
Los Angeles Attorney
Tools of the Trade – What estate planners are doing under the existing laws to
assist their clients in tax planning strategies.
Robert Strauss, Esq. - Weinstock Manion, ALC.
Eric Bardwell, Esq. - Jeffer Mangels Butler & Mitchell, LLP
David Elbaz, Esq. - Kopple Klinger & Elbaz, LLP
Moderator: Steve Hogan, Esq. - Lurie Zepeda, Schmalz, Hogan & Martin
Penalties, 8283s and other things Appraisers should know
Frank Molinari, SRA, CVA
Howard Kanter, IRS Lead Appraiser
Alex Nicholaides, Esq., Senior
Current State of Minority
Interest Discounts in Valuations
Phil Schwab, ASA – Stout; Orange County
Chris Mercer, FASA,
CFA, ABAR– Mercer Capital; Tennessee
Espen Robak, CFA – Pluris Valuation; NYC
Moderator: Phil Jones, CPA, ABV, ASA, CFE – C&W; Los Angeles
1:30 PM Closing
Steve Henry, MAI –
2021 SCCAI President
Up To 15 days
prior to program start date, $20.00 cancellation fee.
2 - 14 days prior
to program start date, $50.00 cancellation fee.
Less than 2 days
prior to program start date, forfeit of payment.
Photo Verification: REQUIRED
As part of the required attendance monitoring, all students need to provide the
Chapter Office with a copy of your Driver's License in advance of the
Simply take a picture of your DL with
your phone or send a scanned copy to email@example.com
Registrants who have not yet forwarded
their photo IDs will be ineligible for credit and will be prohibited from
attending the seminar
It is the student's responsibility to have the required
equipment - dependable Internet access, computer,
webcam and microphone. As noted
in the material section below, some registrants who opt not to print out the
seminar materials may find a secondary device (Ipad, cell phone, laptop or desktop
computer) helpful during instruction.
webcam is required. The
instructor and/or session monitor must be able to see each of the students and
verify that they have access to the seminar materials throughout the
presentation. If you do not have a camera on your computer, they are
available at BestBuy and other online retailers starting at around $30.
Webcams must remain on throughout the
offering. Those who turn off their webcams jeopardize receipt of CE
credit. No camera = no credit.
Joining the offering with a cell phone
is not recommended as these devices often lead to
connection problems. Cell phones are better utilized solely as a
Students must be able to see and be
seen. They must be able to view the instructor's PowerPoint, and follow along
in handbook all at the same time, while the instructor sees them.
Enrollment is on a first-come, first served basis. If the
event is filled, a waiting list will be retained. The Southern California
Chapter reserves the rights to cancel, limit, or reschedule this event if the
minimum enrollment level is not reached, and to change faculty assignments and
facility locations at any time. Prospective students should confirm their
registration before making any non-refundable airline reservations. There are
NO transfers; you must cancel out of the offering.
The Appraisal Institute enforces attendance requirements
mandated by state licensing and certification regulatory agencies. The
Appraisal Institute issues certificates for state certification/licensing or
state continuing education credit that verify successful completion and
attendance of 100%, with your grade notification letter for courses, or at the
conclusion of seminars. One hundred percent (100%) attendance is required for
all Appraisal Institute education programs. This follows Appraiser
Qualification Board minimum criteria requirements.
With the recent transition to the Appraisal Institute’s NetForum
registration system, attendance certificates will be available for download
directly through the AI’s national website. The procedure to obtain your
Go to www.appraisalinstitute.org
Log into Your AI Account
Select Education/Events on the right sidebar
See List of All Offerings
Scroll to the specific offering which shows Registered and click
At the very bottom of the screen, click Retrieve Certificate
NOTE: Allow a minimum of ten business days for certificates to be
available. The Chapter office cannot view, nor can we retrieve copies of your
attendance certificate. Anyone having difficulty accessing their certificate should
contact the Education Delivery Services Dept. directly at
This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.
The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.
This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.
Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.
If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.
The Appraisal Institute reserves the rights to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.