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.
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.
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