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Aspects of Retirement and Succession Planning - San Francisco Bay Chapter In-Person Meeting
Doubletree Hotel Burlingame
835 Airport Blvd.
Burlingame, CA 94010
USA
650-344-5500

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Wednesday, August 03, 2022, 6:30 PM - 9:00 PM PDT
Category: In-Person Chapter Meetings

Aspects of Retirement and Succession Planning
San Francisco Bay Chapter In-Person Meeting

Date:

Wednesday, August 3, 2022
6:30 PM - 9:00 PM

Location:

Doubletree Hotel
835 Airport Blvd.
Burlingame, CA 94010

Topic:

This topic is an overview to know if you ever plan to retire or is your retirement plan in place. We owe our clients an ethical duty to plan for business succession and how their matters and files will be handled. We will examine how a tax professional can maximize value for themselves and their clients by planning for practice succession in advance. Review the different succession plans and the pre-succession practice changes needed to prepare for them.

Presenter:

Frank Acuña, Attorney at Law
Frank R. Acuña is a founding partner of ACUÑA ❖ REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Consultants, a number of state and local chapters of the National Association of Enrolled Agents, and the American Institute of Certified Public Accounts. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01687-22-I
CTEC: 1000-CE-5096

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member):  $60
Registration Fee (Non-Member):  $90

Registration:

Click the link below to register. 

650-918-7329
[email protected]


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: [email protected], 650-918-7329