January 20, 2022 9:00am – 4:30pm Map & Directions 602-252-4144

Webcast: Sophisticated Planning for High-Net-Worth Clients

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. This challenging discourse will require active engagement and participation.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

8:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Taxation
8

Objectives

  • To challenge, provoke and educate.

Course Level

Advanced

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CEOs, accountants and attorneys.

Prerequisites

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

Highlights

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

Notes

Entry-level/Individual contributor; Manager/Senior Manager; Sole Practitioner

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