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Invitation to September 2023 Seminar






1. Date: September 21, 2023 (Thursday)

Time: 12 noon to 4 pm (4-hour seminar, CPE Credit 4 Hours).

Lunch will be provided at 11:45 am to 1:15 pm

Registration will start at 11:30 am


2. Place: Double Tree by Hilton, 7000 Beach Blvd, Buena Park, CA 90620


3. Topics & Speakers:

First Part 12:00-1:00 Korean Gift & Estate Tax for US citizen

(presented by Mr. Jong Kun Lee, Esq. from Law office of Jong K. Lee)


1. 한국에 나가지 않고 한국 부동산을 매매하는 방법

2. 한국 부동산에 대한 상속, 증여, 양도세 절세 방안

3. 한국 부동산에 대하여 미국내 유언장 작성 및 분쟁 예방 방법


Second Part 1:00-2:30 Estate Tax Planning

(Presented by Linda Han, Senior Partner of Worthington Financial Planners)


1. What is considered estate? (Estate, Gift, GST)

2. Tools for estate tax saving – Trust and other sources

3. Estate and Gift tax return issues


Third Part 2:30-4:00 Practice Management Best Practices

(Presented by Hokon Choe, CPA


1. Billing, Client communication, Staff assignments, engagement letters,

Workpaper, Document management

2. Useful software & apps for CPAs

3. Data security & privacy issues for CPAs


4. Registration fee: Member – Online or at the door: $40 Non-member – Online or at the door: $60 If you have any questions for registration, please contact Shin Suk Oh, CPA, Secretary, at kacpa@kacpa.org. If you have any questions on the seminar, please contact our Seminar Director, Jin Hyeong Kim, CPA at jhykim@hotmail.com. Hanwook Jo, President Korean-American CPA Society of Southern California 남가주 한인 공인회계사 협회

09-23 Seminar Invitation Letter
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