December 18, 2023


Webinar


8 CPE

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

December 18, 2023
Webinar
8 CPE

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

8 CPE
8
Taxes

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

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.

Provider

California CPA Education Foundation

This event has ended.