December 18, 2023


8 Total CPE Credits


Webinar (CA): Sophisticated Planning for High-Net-Worth Clients 2023

  • Instructor

    Jacob Stein

  • Instructor

    Neda Barkhordar

Learning Objectives

• Examine the complexities of offshore holdings
• Review estate planning and taxation
• Understand the goals and tactics of asset protection planning
• Review and examine estate and trust planning
• Examine taxation issues for Individual, partnership, corporate and international

Major Topics

• Offshore holdings
• Estate taxation
• Estate planning
• Asset protection planning
• Trust planning
• Individual, partnership, corporate and international taxation

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Advanced


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

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CEOs, accountants and attorneys.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.