The Nuts and Bolts of High-End Planning

Course Details


Monday, November 18, 2019

4:30am – 12:00am
(Registration: 4:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


An understanding of the basics of transfer and succession planning.


Knowing the basics of advanced estate planning strategies is essential in advising clients with significant wealth and seek assistance in developing succession plans to address individual needs. Review transfer and income tax laws, plus available strategies to minimize taxes.

Also, discuss the basic structure of advanced strategies, provisions in the governing document that authorize and regulate these strategies, modeling and tracking spreadsheets and software options. To illustrate the concepts discussed, experience a live demonstration of financial planning software, run modeling exercises and review examples of sophisticated estate and business planning scenarios.

Formerly titled: Business & Wealth Succession Planning

Materials are provided as an ebook.


  • A review of the current estate planning environment.
  • Estate planning changes that impact a client's estate plan.
  • QPRTs, GRATs, IDGTs and variations of these strategies.
  • Client presentation preparation.
  • Helpful tools to monitor and evaluate process and performance.
  • How to build flexibility into strategies to respond to changing circumstances.


  • Analyze changes in the tax law that impact high end planning.
  • Determine client transfer and income tax projections and the need for advanced planning.
  • Identify the pros and cons of various strategies.
  • Recognize and use different advanced estate planning strategies.
  • Calculate and project results for particular advanced strategies.
  • Identify modeling scenarios for individual client needs.

Designed For

CPAs, attorneys, investment advisers and fiduciaries.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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