Kevin Holt specializes in tax and estate planning. In addition to assisting clients establish and administer tax-intensive estate plans, he prepares estate and gift tax returns, organizes and plans for business entities, and advises clients on California property tax planning strategies.

Since completing his J.D./MAcc (Master of Accountancy) from the J. Reuben Clark Law School and the Marriott School of Business at Brigham Young University in 2016, Mr. Holt has practiced in Walnut Creek, serving clients throughout the Bay Area and beyond.

Presentations

• “Charitable Planning with Retirement Accounts” (LDS Philanthropies Gift Planning Counsel Conference 2023, Salt Lake City, UT, November 2023)
• “Mastering Irrevocable Trusts: ILITs, SLATs, CRTs” (Seminar Hosted by Patrick Johnson of CPS Sacramento for insurance agents and financial planners, March 2023)
• “While the Sun Shines: Gifting Before 2026” (East Bay Estate Planning Council, Online, March 2022)
• “Property Tax Planning from 13 to 19: Navigating Clients Through a Shifting Landscape” (Contra Costa County Bar Association, Online, September 2021)