Cutting Edge Planning for High Net Worth Individuals
During this four-hour course, the instructor will provide an overview of the various tools used in planning for high net worth individuals before delving into advanced structures and strategies that provide for optimal wealth preservation. He will draw on theory and strategies from several applicable areas such as taxation, estate planning, estate tax planning, asset protection, advanced trust planning, international planning and investing, and more. The instructor will share lots of real life anecdotes and will focus on the practical implications of the various rules and planning opportunities.
- Creative income tax planning structures
- Creative estate tax planning using IDGTs, parallel conversions, and private annuities
- Important estate planning considerations
- Asset protection for high net worth clients
- Domestic and offshore business entities
- Domestic and foreign trusts and the use of trust protectors
- Representing international families
- Offshore banking and investing
|EA||4 Federal Tax|
|CRTP (CTEC)||4 Federal Tax|
|Attorney||3.25 General MCLE|
Course level: Intermediate
General tax preparation knowledge is required.
- 4 hours of CPE for one attendee
- Access to recording to watch at your convenience
- Reference manual and PDF of PowerPoint slides
- Add CPE for only $30 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.
Want to order by phone? Call us at: (714) 776-7850
You must have computer speakers to listen to this webinar
Jacob Stein, Esq.
Jacob is a frequent lecturer to various attorneys, CPAs, and other professional groups, and teaches over 50 seminars per year. For the past 10 years, Jacob has been an adjunct professor with the graduate tax program at California State University, Northridge.
This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 4 hours of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. General tax preparation knowledge is required.