Date: July 10 - 11, 2025
Time: 7:15 a.m. – 4:40 p.m. PT
As a financial advisor, your clients rely on you to provide perspective and clarity as legislation and regulation evolve. Take advantage of this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent estate and trust planning developments. You'll gain an in-depth understanding of best practices, practical strategies, and connections with expert professionals specializing in this area.
Please note, agenda and/or speakers are subject to change.
1000003486
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.