San Diego, CA
Estate and Trust Planning Conference | 1000002102
July 13, 2023 | 8:30 a.m. PT – July 14, 2023 | 4:30 p.m. PT
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Member Early Bird
$679.00
Nonmember Early Bird
$879.00
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Overview
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.
Early Bird pricing expires on June 1, 2023.
Product Code
1000002102
Credit Type
CPE: 16Format
In-Person
Intended Audience
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.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
Basic to advanced understanding of estates and trusts.
Advance Preparation
None
Learning Objectives
Major Subjects
- Coming Soon!
Agenda
8:30 a.m.–4:25 p.m. PT
Estate and Trust Planning Conference
Venue
Paradise Point Resort San Diego
1404 Vacation Rd, San Diego, CA, 92109
Get DirectionsBook 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
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Silver Partners
