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When A Loved One Has Died (A Tax Professional’s Perspective) - Inland Empire Virtual Chapter Meeting 11.18.20
Wednesday, November 18, 2020, 6:00 PM - 8:00 PM PDT
Category: In-Person Chapter Meetings

When A Loved One Has Died (A Tax Professional’s Perspective)
Inland Empire Virtual Chapter Meeting


Wednesday, November 18, 2020
6:00 PM to 8:00 PM


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.


Tax professionals form long-term relationships with their clients.They are often the first professionals that family members call when a loved one dies.This class examines what needs to be done when a client has died from the tax professional’s perspective. Basic probate and trust administration law is explained and traced to the tax returns that are required, including:
• Form 706 requirements
• Final 1040/540
• Form 1041/541
• Requests for early determination
• Form 56


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 Accountants. 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:

1 Federal Law hours (Topics covering existing tax law) 
1 California hours (Topics covering California law issues)

IRS: 18QC1-T-01425-20-O
CTEC: 1000-CE-4834

knowledge Level: Intermediate (Basic knowledge helpful)


Member Registration Fee $20
Non-Member Registration Fee $50


Please register below
Contact Phone Number: 951.836.3006

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

Contact: Inland Empire 951 836-3006