IRA Rules And Strategies Every Fiduciary Must Know!

Fiduciaries are called on to understand complex tax structures and to implement tax effective retirement account strategies.  Failure to do so can cause large tax losses.  Are you up for the task? This course will examine common beneficiary designations and which ones to avoid.  The rules concerning required minimum distribution rules will be reviewed.  And, strategies for reducing taxes payable by the client’s estate, or their beneficiaries, will be reviewed.

Speakers

Tracy S. Regli, Esq.

Tracy S. Regli, Esq.

Acuña Regli, LLP

Tracy S. Regli is a founding partner of ACUÑA * REGLI. Tracy focuses her practice on probate and trust administration, fiduciary representation, conservatorship, and special needs matters. She has assisted many banks, fiduciaries, and family members with administering large and small estates throughout California. Prior to starting the firm, Tracy worked for a national real estate investment trust; negotiating and drafting commercial real estate transactions. Her extensive business experience makes her a more effective lawyer when administering estates and negotiating settlements for her clients.

Frank R. Acuña, Esq.

Frank R. Acuña, Esq.

Acuña Regli, LLP

Frank R. Acuña is a founding partner of ACUÑA * REGLI. He is 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 vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Professionals, the National Association of Enrolled Agents, and the American Institute of Certified Public Accountants. Mr. Acuña also is a featured speakers for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and investment professionals throughout the State of California.