Sophisticated Planning for High Networth Clients

Course Details


Friday, January 24, 2020

6:30am – 2:00pm
(Registration: 6:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


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


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.

Designed For

CEOs, accountants and attorneys.

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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