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Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

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Conference

Jerry A. Kasner Estate Planning Symposium

Date and time

Aug. 27, 2026 — Aug. 28, 202611:30 AM — 5 PM UTC

Location

Santa Clara Convention Center

Meet the Team

Holly Wong Agbayani

Principal

Norleen S. Bounds

Principal

Terry Dickens

Principal

Irina Estrin

Director

Ron L. LaVelle

Principal

Chaka Lockhart

Principal

Stephen Moore

Managing Director

David M. Sacarelos

Principal

Blake Van Arnam

Managing Director

Alissa Van Leuven

Director

David Yuan

Principal

Thomas Zambito

Managing Director

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Related sections

Individual Income Tax Planning & Compliance
Private Wealth
Trust & Estate Planning

Baker Tilly is honored to be the Wi-Fi sponsor of the 22nd annual Jerry A. Kasner Estate Planning Symposium.

Attendees will engage in sessions led by top specialists addressing today’s most pressing estate planning and tax issues, while also exploring innovative strategies to navigate challenges in the field.

If you are attending, make sure to stop by Baker Tilly’s booth to learn more about our services offerings.

Baker Tilly principal, David Sacarelos, will be speaking with Annette Nellen, on the following topic:

“OBBBA Insights: From statue to guidance”

The One Big Beautiful Bill Act is moving fast, and so is the guidance behind it. Join us for a practical update on the latest IRS and Treasury guidance, key compliance changes, planning opportunities, and what taxpayers and advisors need to know now to stay ahead.

For more information, please visit the Jerry A. Kasner Estate Planning Symposium website.

Meet the Team

Holly Wong Agbayani

Principal

Baker Tilly Professional Norleen S. Bounds

Norleen S. Bounds

Principal

Terry Dickens

Principal

Irina Estrin

Director

Ron L. LaVelle

Principal

Chaka Lockhart

Chaka Lockhart

Principal

Stephen Moore

Managing Director

David M. Sacarelos

Principal

Blake Van Arnam

Blake Van Arnam

Managing Director

Alissa Van Leuven

Alissa Van Leuven

Director

David Yuan

David Yuan

Principal

Thomas Zambito

Managing Director

Share

Related sections

Individual Income Tax Planning & Compliance
Private Wealth
Trust & Estate Planning