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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. 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.

Instructor(s)
Jacob Stein
Prerequisites

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

Advanced Preparation

None

Location
Webinar
Register Now
When
Dec 17, 2020
7:30 am - 3:00 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$295.00

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$400.00
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Webinar(CA): Sophisticated Planning for High-Net-Worth Clients


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