July 13, 2023 | 8:30 a.m. PT – July 14, 2023 | 4:30 p.m. PT
$679.00
$879.00
Expand to select session options
As a financial advisor, your clients rely on you to provide perspective and clarity as legislation and regulation evolve. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments in estate and trust planning. You'll gain an in-depth understanding of best practices, effective strategies and connections with expert professionals specializing in this area.
1000002102
In-Person
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.
Taxes
Intermediate
Basic to advanced understanding of estates and trusts.
None
Book your room at Paradise Point today!
$329 + tax and $10 daily resort amenities fee.
Overnight self-parking: $10
(855) 463-3361 Reference "CalCPA Estate & Trust Planning Conference" room block (or use the link above)
Room Block closes Monday, June 12, 2023