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(4193834D) Sophisticated Planning for High Networth Clients
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This course aggregates a number of different subjects that are 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 select a number of contemporary planning strategies and learn about real life case studies. This course is intended to be challenging and will require active engagement and participation.

1/24/2020
When: 01/24/2020
7:30 AM
Where: Webcast
CALCPA
4193834D
United States
Presenter: Jacob Stein Esq., JD, LLM


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Acronym SPHNC
CPE 8
Vendor CalCPA
Category
Taxes
Level Advanced
Yellow Book?
Registration Fees
Members* $245
Non-Members $375

*The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801-466-8022, Monday through Friday, 8am to 4pm.

Course Description

This course aggregates a number of different subjects that are 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 select a number of contemporary planning strategies and learn about real life case studies. This course is intended to be challenging and will require active engagement and participation.

Objectives

  • To challenge, provoke and educate.

Major Topics

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

Designed For: CEOs, accountants and attorneys.

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

Note: Login instructions will be provided by the webcast vendor.

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