Date:

Thursday, January 14, 2021
5:30 PM to 6:30 PM

Location:

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

Description:

The passage of Proposition 19 in November 2020 has turned estate planning upside down for California taxpayers. With a February 15, 2021 deadline looming for transferring properties to children, this session will provide guidance for advising your clients on the new law and present strategies for pre- and post-deadline property transfers.

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:

1 California hour (Topics covering State laws)

CTEC: 1000-CE-4857
IRS: None

Knowledge Level: Update (Information on new tax laws)

Cost:

Registration Fee (Member):  Free to CSTC members!
Registration Fee (Non-Member): $30

Cancellation and Refund Policy for Meeting Purchase:
Written webinar 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.