Cutting Edge Strategies and Reporting for Limited Liability Companies
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, March 8, 2023
5:00 - 7:00 PM PST

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

Are we nearing the end of the last great estate tax reduction opportunity? How can we maximize estate tax savings for our clients with real estate wealth? Is there any way to push back against Prop. 19 and the elimination of parent to child transfers for investment real estate? This course will look at family limited liability companies and the role they play in the current estate planning environment.

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-01805-23-O
CTEC: 1000-CE-5229

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration before March 5, 2023
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Registration after March 5, 2023
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.