Webinar (CA): Sophisticated Planning for High-Net-Worth Clients

Description

An aggregation of different subjects relevant to planning for high net worth clients—federal, state and international income tax planning, estate planning, estate tax planning, asset protection and offshore holdings. Review a number of contemporary planning strategies. Examine case studies. This challenging discourse will require active engagement and participation.

Learning Objectives

• To challenge, provoke and educate.

Major Topics

• Income taxation—including individual, partnership, corporate and international
• Estate taxation
• Estate planning
• Asset protection planning
• Trust planning

Provider
California CPA Education Foundation
Course Level
Advanced
CPE Field of Study
Tax
8
Who Should Attend

CEOs, accountants and attorneys.

Prerequisites

A general understanding of income and estate tax rules is helpful but not mandatory.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Jan 20, 2022
9:00 am - 4:30 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$ (% off)
$289.00

NON-MEMBER


$ (% off)
$389.00
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Webinar (CA): Sophisticated Planning for High-Net-Worth Clients


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