05/08/2024 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 1350 Holiday Lane , Fairfield, CA
We're sorry, but this event is full.
07/22/2024 1:15 PM - 3:00 PM
Organization: California Society of Tax Consultants
Hosted by: California Society of Tax Consultants
Attorney Frank R. Acuña will discuss how to read a Trust. This course is designed at the Basic and Intermediate Knowledge Level.
a. Identify various common estate planning documents and the reasons they exist.
b. Learn to identify the “stakeholders” in each document, and to whom disclosures may be made.
c. Apply trust taxation principles to the documents being reviewed to insure correct reporting and compliance.
Location: Silver Legacy Resort and Casino- Reno, Nevada
Click here for more information or to register.
07/24/2024 8:15 AM - 10:15 AM
Organization: California Society of Tax Consultants
Hosted by: California Society of Tax Consultants
Attorney Frank R. Acuña will discuss how to build a Tax Consulting Practice. This course is designed as at the Intermediate Knowledge Level, but targeted at all levels.
a. Identify the areas of tax planning for which clients are clamoring for help.
b. Learn the basics of each of these areas, and identify further knowledge, training, and experience needed to consult with clients in each of them.
c. Develop marketing statements and a marketing calendar for tax consulting.
Location: Silver Legacy Resort & Casino- Reno, Nevada
Click here for more information or to register.
07/24/2024 1:15 PM - 3:00 PM
Organization: California Society of Tax Consultants
Hosted by: California Society of Tax Consultants
This is a special question and answer session with our unique panel of Tax Experts that includes many of our terrific speakers who have agreed to let us 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
Location: Silver Legacy Resort & Casino- Reno, Nevada
Click here for more information or to register.