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20WC-0294: Estate and Trust Planning Virtual Conference (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Multi-day course:
Monday, July 27, 2020 - Tuesday, July 28, 2020
10:30am - 6:45pm Central Time
16 CPE (16 technical)

Advisers are relied upon more heavily to provide perspective and clarity as legislation and regulation evolves. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

Major subjects

  • 2020 topics TBA soon.

Learning objective(s)

  • Identify ways to maximize the worth of clients' estates.Determine specific non-tax reasons for estate planning and learn what's new.Recognize ways to take advantage of changes in estate planning to build a practice.

Who should take this program?

CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $800.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $590.00
checkmark Standard Nonmember Fee $800.00

More program information

Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (16.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Basic to advanced understanding of estates and trusts.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.