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21WC-0226: Sophisticated Planning for High-Net-Worth Clients (Webinar)

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

Friday, June 25, 2021
10:00am - 5:30pm Central Time
8 CPE (8 technical)

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. This challenging discourse will require active engagement and participation.

Major subjects

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

Learning objective(s)

  • To challenge, provoke and educate.

Who should take this program?

CEOs, accountants and attorneys.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $389.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $289.00
checkmark Standard Nonmember Fee $389.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (8.0)
Level Advanced
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. A general understanding of income and estate tax rules is helpful but not mandatory.
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.