Sophisticated Planning for High Networth Clients

Course Details

Date

Friday, January 24, 2020

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

Field of Study

Taxation

Course Number

4193834E

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Advanced

Vendor

CalCPA Education Foundation

Prerequisites

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

Description

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. 

Highlights

  • Income taxation—including individual, partnership, corporate and international
  • Estate taxation
  • Estate planning
  • Asset protection planning
  • Trust planning

Objectives

  • To challenge, provoke and educate.

Designed For

CEOs, accountants and attorneys.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$245.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$375.00
Your Price $375.00

CPE Choice

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

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