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:0a96c1183b7587ce491a3e56d33544ca921 CATEGORIES:In-Person Chapter Meetings SUMMARY:IRA Fundamentals & The SECURE Act – Inland Empire Chapter Virtual Meeting 5.19.21 DESCRIPTION:
Wednesday,
May 19, 2021
6:00 - 8:00 PM PST
Online Meeting
via Zoom
This will be Zoom Meeting. Once you register and pay, the Zo
om link will be provided for you to log in at the designated meeting time.
Zoom does require registration before entering the meeting.
Now that we have a “permanent” estate tax law, our clients’ attention has been diverted to other tax issues. Chief among thes e; how to reduce the income tax and estate tax burdens associated with Indi vidual Retirement Accounts. This class will provide an overview of income a nd estate taxation related to IRAs after the enactment of the SECURE Act. W e will focus particularly on the loss of traditional “stretch planning” and how to work around the new 10-year distribution rule. Several techniques e xist 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.
Frank Acuña, Attorney at Law
Frank R. Acuña
is a founding partner of ACUÑA ❖ REGLI. He is a California State Bar certi
fied estate planning, trust, and probate law specialist. His practice inclu
des 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, th
e California Society of Enrolled Agents, the California Society of Tax Cons
ultants, a number of state and local chapters of the National Association o
f Enrolled Agents, and the American Institute of Certified Public Accounts.
Mr. Acuña also is a featured speaker for the Professional Fiduciary Associ
ation of California, the National Guardianship Association, and the Califor
nia Public Administrators, Public Conservators, and Public Guardians. He ad
vises tax, fiduciary, and real estate professionals throughout the State of
California.
2 Federal Update hours ( Topics covering new tax laws):
IRS: 18QC1-U-01491-21-O
CTEC: 100
0-CE-4891
Knowledge Level: Intermediate (Basic knowl edge helpful) / Update (Information on new tax laws)
Cost:
Member: $20
Non-Member: $50
Please register below:
Questions? Please contact Hilde Morrow at < a href="mailto:HildeMorrow@Prodigy.net">HildeMorrow@Prodigy.net or 951. 836.3006.
Cancellation and Refun
d Policy for Meeting Purchase:
Written webinar c
ancellations will be accepted up to three (3) business days before the cour
se begins for a full refund. Please email your request to info
@cstcsociety.org. No refunds will be given if cancellation not
ice 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 Re turn Preparer Office, the California State Board of Accountancy; and the Ca lifornia 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 HildeMorrow@Prodigy.net or 951.836.3006. DTSTAMP:20240329T091755 DTSTART;TZID=America/Los_Angeles:20210519T180000 DTEND;TZID=America/Los_Angeles:20210519T200000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR