BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:42509ed8745d4a752a21b9c4ed09eefa875 CATEGORIES:CSTC Summer Symposium SUMMARY:CSTC Academy: Summer Symposium Series - California Property Taxes: How They Work and Post Prop 19 Strategies DESCRIPTION:
Speaker: Frank Acuña, Attorney at Law
2 California Hours
IRS: None
CTEC: 1000-CE-4866
Course Description:<
/span>
California property tax planning has undergone a
major shift with the passage of Proposition 19. Some reassessment exclusio
ns have been eliminated. Some have been made better. No matter what, transf
erring a residence to a child has been made much more difficult. This cours
e 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 er
a.
Knowledge Level: Intermediate
Learning Objectives:
#1: P re and Post Prop 19 law, and the changes that have occurred.
< span>#2: Strategies for over-55, disabled, and disaster victim taxpayers. span>
#3: Cutting edge strategies for parent to child transfers after Prop 19.
Frank Acuna, Attorn ey at Law
Frank R. Acuña is a founding partner of ACUÑA ❖ REGLI. He i s 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 vi neyard succession planning. Mr. Acuña has taught tax seminars for the Natio nal 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 Guardian ship Association, and the California Public Administrators, Public Conserva tors, and Public Guardians. He advises tax, fiduciary, and real estate prof essionals throughout the State of California.