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Trusts and Estates Update (From the Womb To The Tomb) - Greater Long Beach Meeting 9.25.19
The Grand Events Center in Long Beach
4101 E. Willow Street
Long Beach, CA 90815
USA
562.426.0555

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Wednesday, September 25, 2019, 2:00 PM - 9:00 PM PDT
Category: In-Person Chapter Meetings

Trusts and Estates Update (From the Womb To The Tomb)
Greater Long Beach Chapter Meeting

Date and Time:

Wednesday, September 25, 2019
Afternoon Meeting: 2:00 - 6:00 PM
Evening Meeting: 6:00 - 9:00 PM

Location:

Grand Events Center in Long Beach
4101 East Willow
Long Beach, CA 90808
free onsite, covered parking

Topic: 

What is new and exciting dealing with dead people? Seriously, there are big changes afoot in estate taxation, estate planning, IRA planning, probate/trust administration, and inheritance litigation. In this class, we will cover:
1. Estate taxation basics and changes.
2. California real property tax.
3. Asset protection strategies for a new generation; financially unprepared.
4. Special needs planning.
5. Estate tax reporting and the need for informational returns for DSUE and Form 8971.
6. The basics of income tax reporting for continuing trusts.
7. And many more topics! Do not miss this “death and taxes class” and come prepared with lots of questions!

Presenter: 

Frank R. Acuña is a founding partner of Acuña & Regli, LLP, located in Pleasant Hill, Oakland, and Fairfield, California. Mr. Acuña is certified by the State Bar of California as an estate planning, probate, and trust administration specialist. His practice is built around the needs of tax professionals and includes estate planning, probate and trust law, business succession planning, and inheritance litigation.


CPE Information:

Afternoon Course:
2 Federal Tax Law Hours
1 California Hour
1 Federal Update Hour
IRS: 18QC1-U-01263-19-I / 18QC1-T-01262-19-I
CTEC: 1000-CE-4648

Evening Course:
1 Federal Tax Law Hour
1 California Hour
IRS: 18QC1-T-01264-19-I
CTEC: 1000-CE-4649

Knowledge Level:
 Intermediate

Registration:

Afternoon Course
Meeting: 2:00PM to 6:00PM
Cost: includes snack break mid-event
$60.00 Members with RSVP
$80.00 Guests & Members no RSVP

Evening Course
Meeting: 6:00 to 9:00 PM.
Cost: includes buffet dinner
$40.00 Members with RSVP
$60.00 Guests and Members no RSVP

Both Afternoon and Evening Course:
$100.00 Members with RSVP
$130.00 Guests and Members no RSVP

Menu: Buffet Dinner meal - complete with coffee/tea, salad, vegetable, rolls and dessert.

For reservations to an educational event, or to be added to our Permanent Meeting List, contact Dennis Kaho at 562-421-8523. 
No emailed reservations accepted
Please include your PTIN and EA or CTEC numbers when registering.


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: Dennis Kaho at 562-421-8523