Sophisticated Planning for High Networth Clients
This course aggregates a number of different subjects that are 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 select a number of contemporary planning strategies and learn about real life case studies. This course is intended to be challenging and will require active engagement and participation.
- Income taxation—including individual, partnership, corporate and international
- Estate taxation
- Estate planning
- Asset protection planning
- Trust planning
- To challenge, provoke and educate.
CEOs, accountants and attorneys.
Applicable if you are a HSCPA member in good standing.
Applicable if you are not a HSCPA member.