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IRA Fundamentals & The SECURE Act – Inland Empire Chapter Virtual Meeting 5.19.21
Wednesday, May 19, 2021, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

IRA Fundamentals & The SECURE Act
Inland Empire Chapter Virtual Meeting

Date/Time:

Wednesday, May 19, 2021
6:00 - 8:00 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: 

Now that we have a “permanent” estate tax law, our clients’ attention has been diverted to other tax issues. Chief among these; how to reduce the income tax and estate tax burdens associated with Individual Retirement Accounts. This class will provide an overview of income and estate taxation related to IRAs after the enactment of the SECURE Act. We will focus particularly on the loss of traditional “stretch planning” and how to work around the new 10-year distribution rule. Several techniques exist that will increase the after-tax amount available as an inheritance to charities, children, grandchildren, and others. Finally, we will highlight expanded services which tax professionals could offer to their clients for this important aspect of tax planning.

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 Update hours (Topics covering new tax laws):

IRS: 18QC1-U-01491-21-O
CTEC: 1000-CE-4891

Knowledge Level: Intermediate (Basic knowledge helpful) / Update (Information on new tax laws)

Cost:

Member: $20
Non-Member: $50

Registration:

Please register below:

Questions? Please contact Hilde Morrow at [email protected] or 951.836.3006.

 


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.


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: Please contact Hilde Morrow at [email protected] or 951.836.3006.