November 10, 2022 9:00am – 4:30pm Map & Directions 602-252-4144

Webcast: Sophisticated Planning for High-Net-Worth Clients

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

When servicing high-net-worth clients, you need to go above and beyond their expectations. This course will help you master what you need to know to develop the appropriate plan to help them reach their goals and build your relationship. We will look at the most relevant subjects to planning for clients, including federal, state and international income tax planning, estate planning, asset protection and offshore holdings. In addition, we will review contemporary planning strategies and examine case studies.

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

  • 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

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

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

Notes

None

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