• imgMarina Del Rey, CA

Entertainment Industry Conference

June 22, 2023 | 8:30 a.m. PT – June 23, 2023 | 4:40 p.m. PT

CPE: 9.5
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  • Member

    $355.00

  • Nonmember

    $465.00

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Overview

The stakes are high, as unpredictable as a cliffhanger in a thriller, yet with every risk comes an opportunity. Develop strategies to manage fluctuating market trends, navigate royalty arrangements, and traverse the ins and outs of multi-state taxes.

This conference isn't just about sharpening your skills—it's about experiencing the thrill of the industry from the front row. It's the box office hit of the season for CPAs like you who are shaping the future of entertainment and sports business management.

Discover sessions led by industry gurus, sharing insights into project financing and the economics of streaming platforms. Engage in thought-provoking discussions about the latest in digital currencies and their impact on global entertainment commerce.

Our conference isn't just a place to learn—it's a place to connect. Rub shoulders with industry leaders, network with innovative entrepreneurs, and share the stage with the shapers and movers of the entertainment world.

So, here's your ticket to an experience designed to inspire, inform, and ignite your passion for the entertainment industry. Just as the credits roll after a blockbuster, it's time for you to take the lead in the narrative of your professional journey.

Join us at our Entertainment Industry Conference. Because your expertise deserves the spotlight. Can't make it in person? Tune in to the virtual livestream!

CalCPA Lifetime Achievement in Accounting for Entertainment Award

CalCPA is seeking nominations for a recipient of the CalCPA Lifetime Achievement in Accounting for Entertainment Award. The Award is given to a CPA, business manager or other financial professional who has made significant contributions to the accounting profession in the entertainment sector over the course of their career. 

Learn more and review nominee eligibility and qualifications.

To submit a nomination, complete the nomination form and provide supporting details and documentation of the nominee’s contributions to the entertainment industry accounting and finance profession. The Award winner will be recognized during CalCPA’s Entertainment Industry Conference on June 22, 2023, in Marina Del Rey, CA.

  • Product Code

    1000002101

  • Credit Type
    CPE: 9.5
  • Format

    In-Person

  • Intended Audience

    CPAs, business managers, attorneys, bankers, CFOs and controllers who work for, or have clients in, the entertainment industry.

  • NASBA Field of Study

    Business Management & Organization

  • Level of Difficulty

    Update

  • Prerequisites

    General understanding of accounting and tax. Experience in the entertainment industry is helpful.

  • Advance Preparation

    None

Learning Objectives

Determine key legislative and regulatory updates critical to the entertainment industry.

Recognize top issues facing the industry and your clients.

Identify recent changes to industry standards and protocols.

Agenda

8:30–10 a.m. PT

  • Registration Opens (Meet Exhibitors and Breakfast)

10–10:05 a.m. PT

  • Welcome Remarks

10:05–10:55 a.m. PT

  • Anatomy of Sweat Equity Deals

    This session will feature a panel of industry experts who will discuss anticipated 2023 acquisitions, corporate tax strategies, Section 351 qualifications, pre-acquisition due diligence, and M&A transactions.

    Speaker(s)
    Alan Epstein
10:55–11:45 a.m. PT
11:45 a.m.–12:45 p.m. PT

  • Lunch

12:50–1:15 p.m. PT

  • Tax, Accounting and Legal Issues in Professional Sports

    This session will focus on tax, accounting and legal issues in professional sports.

    Speaker(s)
    Brent LawrenceJared F. Bartie
1:15–1:40 p.m. PT

  • The Cost of Property Casualty Insurance

    This session will discuss property casualty insurance solutions that meet the needs of those in the entertainment industry. 

    Speaker(s)
    Robb Lanham
1:40–2:30 p.m. PT

  • Art and Other Tangible Properties

    This tax-focused panel discussion will cover income tax, estate tax, sales tax, donations, and multi-generational estate planning.

    Speaker(s)
    Alexandra DarrabyBradford S CohenPolina Ivko
    Anita Heriot
2:30–2:45 p.m. PT

  • Break

2:45–4 p.m. PT
4–4:10 p.m. PT

  • Lifetime Achievement in Accounting for Entertainment Award Presentation

    CalCPA is seeking nominations for a recipient of the CalCPA Lifetime Achievement in Accounting for Entertainment Award. The Award is given to a CPA, business manager or other financial professional who has made significant contributions to the accounting profession in the entertainment sector over the course of their career. 

    Learn more and review nominee eligibility and qualifications

    To submit a nomination, complete the nomination form and provide supporting details and documentation of the nominee’s contributions to the entertainment industry accounting and finance profession. Go to nomination form

4:10–4:15 p.m. PT

  • Closing Remarks

4:15–6 p.m. PT

Multiple Sessions to Select from

  • Reception (No, I'll pass!)

    Join us for an evening cocktail reception with live music, a fantastic opportunity to connect with others in your industry in a relaxed and professional environment. Take advantage of the chance to meet new people, build relationships, and expand your professional network. 

  • Reception (Yes, I'll be there!)

    Join us for an evening cocktail reception with live music, a fantastic opportunity to connect with others in your industry in a relaxed and professional environment. Take advantage of the chance to meet new people, build relationships, and expand your professional network. 


8:30–10 a.m. PT

  • Registration Opens (Meet Exhibitors and Breakfast)

10–10:05 a.m. PT

  • Welcome Remarks

10:05–10:55 a.m. PT

  • Fraud Liability and Prevention

    This session will focus on phishing/email imposters, sophisticated fraud techniques, and best practices for responses. 


10:55–11:45 a.m. PT
11:45 a.m.–12:35 p.m. PT

  • Lunch

12:35–12:45 p.m. PT

  • Break (Meet with Exhibitors)

12:45–1:35 p.m. PT

  • Cross Border Royalties and International Film Funds

    This panel discussion will cover tax credit financing, tax incentives, foreign taxes, foreign income allocation, and K-2/K-3 Schedules. 

    Speaker(s)
    Maria-Soledad OteroRobin Park
1:35–2:25 p.m. PT

  • Fallout of FTX

    This panel discussion will address issues such as 83(b), equity deals, entertainer’s liability, naming rights and sponsorship, endorser’s liability, and tax aspects of digital assets.  

    Speaker(s)
    Greg ZbylutZev Schechtman
    Michael Selig
2:25–2:30 p.m. PT

  • Closing Remarks

Faculty

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Jared F. Bartie
Jared Bartie is a partner in the Corporate & Financial Services Department and chair of the firm's Sports Transactions Practice. A sports industry veteran, Jared represents domestic and international clients on an array of complex matters, including professional sports team investments, stadium and arena transactions, facility naming rights and sponsorship transactions, and complex media rights agreements. His clients have included professional sports leagues, collegiate conferences, professi...
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Vicky Y Brown
Throughout her over 20-year career, Vicky Brown has established a reputation as a knowledgeable business leader, as well as human resources expert. Awarded the Senior Professional in Human Resources certification by the Society for Human Resources Management Certification Institute, Ms. Brown has dedicated her career to providing HR expertise tempered with the day-to-day realities of running a business. Her human resources experience spans various industries, including technology, entertainm...
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Taylor Burras
Taylor Burras is an associate in JMBM's Labor and Employment group. Her practice focuses on representing management in all facets of labor and employment law, including discrimination, harassment, retaliation, wrongful termination, management/union relations, and wage and hour violations.Taylor is skilled in all areas of the litigation process and represents employers in class action, collective action, representative action, including PAGA litigation, and single plaintiff cases. She is also ...
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Bradford S Cohen
As a partner at Jeffers Mangels Butler & Mitchell LLP (JMBM), Brad Cohen’s practice emphasizes business planning related to complex corporate and partnership transactions, including mergers and acquisitions, financing and business succession planning, income tax planning, and estate tax planning, all on an integrated basis. Cohen is best known for his business and tax advice related to the motion picture, television, music, emerging media and sports industries. One of the focuses of his pract...
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Denise Colletta
With over 30 years of banking experience, DENISE COLLETTA, Senior Vice President at City National Bank, has been recognized on Billboard Magazine's 2023 Power List, which honors the top executives shaping the music business today. This follows Billboard Magazine's 2022 recognition of Colletta as a Top Women in Music Executive. In 2013 and 2016 Denise was recognized by Variety as a Top Dealmaker in the Entertainment Industry. In 2016 Billboard recognized Denise as one of the Top Women in Music...
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Alexandra Darraby
Alexandra Darraby is the Principal of the Art Law Firm, a registered trademark on the Principal Register. She is the only woman in the Thomson Reuters West catalog of 4000+ titles holding the honor of legal commentator for the multivolume work DARRABY ON ART LAW. Alexandra is a former gallerist who knows the economics and inner operations of the art industry and creative companies from working collaboratively with talent, regulators and accountants.. She represents high value estates and trus...
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Todd Dyer
Todd Dyer is Vice President and Head of Live Entertainment Sales for Cast & Crew Live Entertainment, formerly known as CAPS. As the senior leader in the Live Entertainment department, Todd serves top-level sports and entertainment clients for the industry’s leading Employer of Record Payroll Services Company. With nearly 30 years’ experience as a venue operator, managed services provider, and business development executive in the sports, entertainment, convention, and special events industrie...
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Alan Epstein
Alan Epstein is a partner in the Corporate & Financial Services Department and chair of the Willkie’s Entertainment Transactions Practice. Alan focuses on business transactions for public and private companies principally in the entertainment and media industry, including mergers and acquisitions, financing transactions, joint ventures, licensing matters and executive compensation. He also represents production companies and studios, celebrities, professional athletes, musicians, content crea...
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Frances Ellington Gutierrez
Frances Ellington, DBA, CPA, is the State and Local Tax Practice Leader at GHJ with a focus on multistate income and franchise tax, indirect tax, and credits and incentives. Frances assists her clients on state and local tax issues related to tax audit controversy, nexus and reporting requirements, and various state tax planning initiatives. She has more than 10 years of state and local tax experience with Big Four and multinational corporations in Los Angeles and Charlotte, NC. Due to her si...
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Bill Harris
Bill Harris specializes in providing business management and other financial services to clients in all areas of the entertainment business, including film, television, music and sports. He has a diversified client roster, from high net worth individuals to small business owners.Bill received his Bachelors of Science from California State University Northridge with a dual emphasis in Accounting and Finance. His career as a Business Manager began in 1996 where he began working with production ...
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Anita Heriot
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Polina Ivko
Garnering significant recognition for her contributions to the law and arts communities, Polina Ivko is an art and entertainment attorney who operates at the nexus of these two vibrant sectors. A native of Ukraine and a New York transplant, she was shortlisted by the esteemed Luxury Law Alliance for Partner of the Year, standing shoulder-to-shoulder with lawyers from major firms.Her firm, Ivko Law Group, has also received attention from the Luxury Law Alliance, earning a nomination for Indepe...
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Robb Lanham
Robb Lanham is the Chief Sales Officer for HUB International Personal Insurance Robb is responsible for the personal insurance sales initiatives across North America. He has developed the strategic plan for new client acquisition since 2005 for both individuals and national and international wealth management firms.  Robb is also the Director of Hub’s Family Office Practice where he and his team develop creative solutions for complex risks. Whether the client is a Single or Multi Family Offic...
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Brent Lawrence
Mr. Lawrence is a lead negotiator and directs the partnership development efforts for Accelerate Sports. In his career, Mr. Lawrence has utilized his highly competitive nature to work successfully with a growing list of nationally prominent businesses / entrepreneurs in dynamic, fast-moving transactions including Sacramento Kings (NBA), Arizona Coyotes (NHL), Major League Soccer (Expansion), New Mexico United, San Diego Loyal, Atletico Madrid (Ottawa) – Canadian Premier League, rEvolution, Sp...
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Michael R. Morris
Michael R. Morris has blended his tax law expertise with his passion for music and entertainment, resulting in a practice that is unique.As a former trial lawyer for the IRS and a Certified Specialist in Taxation Law, Michael provides insightful resolutions to his clients’ complicated tax, estate and business transaction issues. In the entertainment industry, Michael has developed a strong reputation of providing valuable and effective business solutions in areas such as copyright and contrac...
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Maria-Soledad Otero
Maria began her career in the International Assignment Services department of a Big Four accounting firm in Switzerland, consulting with individuals required to deal with multiple taxing jurisdictions. At first in Lausanne and, beginning in 2004, in Los Angeles, Maria worked with a broad range of clients including corporate executives on international assignments, multinational high net worth individuals and families, business owners and investors. In August 2006, she moved to a well-known na...
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Robin Park
ExperienceRobin is a tax partner with over 18 years of experience providing international tax solutions. Robin advises clients in all areas of international tax. He provides inbound and outbound tax advisory services for publicly-traded and privately-held companies, private equity funds/groups, and high-net­-worth individuals.Industries & FocusPrior to joining SingerLewak, Robin worked at several of the Big 4 and Global mid­-tier CPA firms. He serves a variety of industries, including aerospa...
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Henry W Root
Henry W. Root, Esq. is a partner in the entertainment media firm of Smith Entertainment Law Group, LLP. He has over 40 years of legal and business affairs experience in the music, television, and media industries. Mr. Root has represented recording artists signed to every major label, award-winning songwriters and producers, music publishers, record labels, and principal cast members of several TV series. He specializes in transactions involving sales and purchases of music-related properties...
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Zev Schechtman
Zev Shechtman represents debtors, creditors, creditors’ committees, trustees, shareholders, asset purchasers, and other parties in bankruptcy, restructuring, and insolvency matters. He has assisted clients in a variety of industries, including entertainment, aviation, real estate, food and restaurants, trucking, healthcare, media, retail, e-commerce, telecommunications, and energy. He is often sought to assist legal teams dealing with complex litigation or transactions requiring bankruptcy ex...
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Peter Francis Seidel
Peter has more than 18 years of experience working in the state and local tax field. He specializes in multistate income tax, multistate sales tax, controversy and appeals matters. He has also assisted clients with property tax and credits matters. Prior to joining SingerLewak in 2015, Peter was a state tax manager with a Big 4 accounting firm, as well as a state tax manager in private industry (software). Peter earned his Bachelor of Arts Degree from the University of St. Thomas (Minnesota),...
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Michael Selig
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Jason Sklar
Jason is a Partner and member of the Executive Committee of Shamrock Capital. Prior to joining Shamrock in 2015, Jason was an Executive Director with J.P. Morgan’s Entertainment Industries Group where he managed a portfolio of leading filmed entertainment, television, video game, music, and media distribution companies as well as provided strategic advisory services to global content companies. He also previously worked as an Associate at Bank of America and as an Analyst at Arthur Andersen L...
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David Weitzman
David Weitzman is a partner at Primary Wave. His role is to source iconic and legendary catalog acquisitions, working closely with CEO, Larry Mestel and (as he phrases it) “the experienced, highly capable, tight-knit Primary Wave team.” There, he has successfully sourced acquisitions with the Estate of Joey Ramone, Julian Casablancas of The Strokes, the Estates of Layne Staley and Mike Starr of Alice in Chains, Huey Lewis and the News, Thievery Corporation, AWOLNATION, and many more.Weitzman ...
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John West
John S. West is a partner at Allred, Maroko & Goldberg. He graduated from Loyola Law School in 1981. He specializes in employment litigation and employee claims negotiations. His clients include highly compensated senior executives.Mr. West has also represented individuals in many noteworthy business, tort, civil rights, and appellate cases. For example, he represented a child injured when baseball star Vince Coleman detonated an explosive device in a stadium parking lot. He also represented ...
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Greg Zbylut
Voted a southern California Super Lawyer every year since 2018, and a Rising Star for five years before that, Greg has fifteen years of experience as a tax and business attorney. He is one of the fewer than 400 attorneys in California to have passed the specialization exam and met the rigorous requirements to become a Certified Specialist in Taxation. Prior to law school, Greg worked as a CPA and financial analyst.Greg’s practice encompasses a cornucopia of tax issues, including tax planning,...
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Venue

Marriott Marina Del Rey

4100 Admiralty Way, Marina Del Rey, CA, 90292
Get Directions

Book your stay today!

$289 plus tax per night

Call (800) 228-9290 or (310) 301-3000

Cut-off date: May 21, 2023

Parking: $25 day; $49 overnight

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Sponsors

CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.

Our Platinum Partners
City National Bank

Official Breakfast Sponsor