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.
• To challenge, provoke and educate.
• Income taxation—including individual, partnership, corporate and international
• Estate taxation
• Estate planning
• Asset protection planning
• Trust planning
CEOs, accountants and attorneys.
A general understanding of income and estate tax rules is helpful but not mandatory.
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.
