Sophisticated Planning for High-Net-Worth Clients Webcast | 4203834A

Course Details

Date

Wednesday, June 10, 2020

5:00am – 1:00pm
(Registration: 4:30am)

Field of Study

Taxation

Course Number

4203834A

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




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.

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.

$295.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$400.00
Your Price $400.00

CPE Choice

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

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