Fiduciary Under Fire: Risk Assessment, Avoidance, and Real-World Strategies in SNTs
02/05/2026 10:45 AM - 12:00 PM
Organization: Special Needs Planning Symposium
Hosted by: Frank R. Acuña and Tracy S. Regli
Private professional fiduciaries managing SNTs operate in a high-risk environment filled with legal complexity, interpersonal tension, and shifting public benefits rules. In this session, two experienced attorneys who represent fiduciaries will offer a candid look at how to assess and reduce exposure to liability while navigating the real-world challenges that come with the role.
Drawing on current legal developments and case-based insights, they’ll explore how fiduciaries can identify red flags early, document key decisions defensibly, and respond effectively to high-conflict families and unclear distribution requests. This program emphasizes proactive risk management, practical decision-making, and strategic collaboration with legal counsel, equipping fiduciaries to protect themselves while staying focused on the needs of their beneficiaries.
Annual Client Appreciation Seminar- for clients of CSEA Napa-Solano Members
05/06/2026 7:00 PM - 8:15 PM
Organization: Acuña Regli, LLP
Hosted by: Frank Acuña
a free seminar for clients of CSEA members regarding estate planning and protecting your personal and professional assets, because no one should suffer a loss from needless estate taxes or probate fees.
Location: Courtyard by Marriott
Fairfield Napa Valley Area
1350 Holiday Lane
Fairfield, California 94534
Organization: California Society of Tax Consultants
Hosted by: Frank Acuña
The "One Big Beautiful Bill Act" was presented as the be-all and end-all of tax reform. But what does it mean, and how should we advise clients now? This course will examine the estate planning strategies which are essential after the OBBBA. We will examine real-life situations and diagnose which estate planning strategies are appropriate to the situation and the tax reporting required by each. This is a "real world" course designed to help you advise your clients!
Organization: California Society of Tax Consultants
Hosted by: Frank Acuña
This is a special question-and-answer session with a unique panel of Tax Experts that includes many terrific speakers who have agreed to conference attendees to test their tax knowledge! Do you have a burning question that is driving you crazy because you cannot find the answer on your own? Did you learn something in one of your classes that needs further explanation for you to understand the tax concept? Questions will be collected during the Symposium.
Assisting Clients with Estate Planning Needs - Ethically!
06/10/2026 3:15 PM - 5:15 PM
Organization: California Society of Tax Consultants
Hosted by: Frank Acuña
Clients who have strong relationships with their tax professionals want their assistance with estate planning. However, this may create ethical challenges for the tax professional and subject them to accusations of "UPL" (Unauthorized Practice of Law).This course will examine various ways a tax professional may assist clients with estate planning needs without risk of UPL, and the ways a tax professional may be paid for their services legally and appropriately. We will highlight the various tasks involved, and the proper responsibilities of the client, the tax professional, the financial professional, and the attorney. Our hope is that you will find new ways to serve your clients and to increase your tax consulting practice, ethically!
