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Estate and Trust Planning Conference Webinar

CPE

When
July 15 - July 16
11:30 a.m. - 7:30 p.m.

CPE Credits
16-Tax

Details

 Pricing

PICPA Member: $490 | Nonmember: $590


 More Information

Course No.
5193242B
Level
Intermediate
Prerequisites
Basic to advanced understanding of estates and trusts.

Description

  • Identify ways to maximize the worth of clients' estates.
  • Determine specific non-tax reasons for estate planning and learn what's new.
  • Recognize ways to take advantage of changes in estate planning to build a practice.

Highlights

Advisers are relied upon more heavily to provide perspective an clarity as legislation and regulation evolves. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning.  Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.

Materials are provided as an ebook.


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