Upcoming Events for Clients

Estate Planning post Tax Cuts and Jobs Act

05/06/2020 7:00 PM - 8:30 PM

Organization: Client Appreciation Sem- Castro Valley

Hosted by: Acuña Regli

Attorney Frank R. Acuña will present regarding estate planning and protecting your personal and professional assets, because no one should suffer a loss from needless estate taxes or probate fees. Who should attend? • Everyone who does not have an estate plan, or has not reviewed their estate plan in over 2 years. • Anyone who will be filing a tax return and plans on itemizing their deductions. • Anyone who has a qualified tuition plan (“529 plan”), or intends to start one. • Anyone who owns interest in a sole proprietorship, partnership, LLC, or S. Corp. What will I learn? • How you can maximize your deductions using income and property taxes or sales taxes • Which deductions are no longer allowed under the new plan, and how to avoid making critical errors that could cost you • How the new changes to estate exemptions may create a tax problem whether you have a trust or not.

Location: TBD

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This event is free to attend.


Estate Planning post Tax Cuts and Jobs Act

05/12/2020 7:00 PM - 8:30 PM

Organization: Client Appreciation Sem- Solano

Hosted by: Acuña Regli

Attorney Frank R. Acuña will present regarding estate planning and protecting your personal and professional assets, because no one should suffer a loss from needless estate taxes or probate fees. Who should attend? • Everyone who does not have an estate plan, or has not reviewed their estate plan in over 2 years. • Anyone who will be filing a tax return and plans on itemizing their deductions. • Anyone who has a qualified tuition plan (“529 plan”), or intends to start one. • Anyone who owns interest in a sole proprietorship, partnership, LLC, or S. Corp. What will I learn? • How you can maximize your deductions using income and property taxes or sales taxes • Which deductions are no longer allowed under the new plan, and how to avoid making critical errors that could cost you • How the new changes to estate exemptions may create a tax problem whether you have a trust or not.

Location: Fairfield Marriott

Register for this Event

Registration Form









This event is free to attend.


Estate Planning after the Tax Cuts and Jobs Act

06/03/2020 7:00 PM - 8:30 PM

Organization: Client Appreciation Seminar- Dublin

Hosted by: Acuña Regli

Attorney Frank R. Acuña will present regarding estate planning and protecting your personal and professional assets, because no one should suffer a loss from needless estate taxes or probate fees. Who should attend? • Everyone who does not have an estate plan, or has not reviewed their estate plan in over 2 years. • Anyone who will be filing a tax return and plans on itemizing their deductions. • Anyone who has a qualified tuition plan (“529 plan”), or intends to start one. • Anyone who owns interest in a sole proprietorship, partnership, LLC, or S. Corp. What will I learn? • How you can maximize your deductions using income and property taxes or sales taxes • Which deductions are no longer allowed under the new plan, and how to avoid making critical errors that could cost you • How the new changes to estate exemptions may create a tax problem whether you have a trust or not.

Location: Holiday Inn Dublin

Register for this Event

Registration Form









This event is free to attend.