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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.
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.
Designed For: CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.
Instructor: Jonathan Lurie, Esq.
CPE Credits: 16
Area of Study: Taxes
3325 South Washington StreetSuite B2Grand Forks, ND 58201
(701) 775-7111or (877) 637-2727 Email: email@example.com