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CSTC Academy: Summer Symposium Series - California Property Taxes: How They Work and Post Prop 19 Strategies
Tuesday, June 08, 2021, 8:30 AM - 10:10 AM PST
Category: CSTC Summer Symposium


California Property Taxes: How They Work and Post Prop 19 Strategies
Tuesday, June 8, 2021
8:30 AM to 10:10 AM

Speaker: Frank Acuña, Attorney at Law
2 California Hours
IRS: None
CTEC: 1000-CE-4866

Course Description:
California property tax planning has undergone a major shift with the passage of Proposition 19. Some reassessment exclusions have been eliminated. Some have been made better. No matter what, transferring a residence to a child has been made much more difficult. This course examines pre and post Prop 19 law, highlights the changes, and shares the most cutting-edge property tax strategies available in the post Prop 19 era.

Knowledge Level: Intermediate

Learning Objectives:

#1: Pre and Post Prop 19 law, and the changes that have occurred.

#2: Strategies for over-55, disabled, and disaster victim taxpayers.

#3: Cutting edge strategies for parent to child transfers after Prop 19.

Frank Acuna, 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.