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.