Virtual
Planning at the Intersection of Income Taxes and Estate Taxes
Date: Jan. 13, 2025
Time: 2 – 3 p.m. PT
CPE: 1
Overview
Join us for a focused session on income and estate tax planning, covering key topics like sunset tax provisions, strategic estate planning, and trust planning pitfalls. Gain practical insights on adding flexibility to trusts and an overview of the Integrated Partners CPA Alliance, a turnkey solution for CPA firms to integrate wealth management services.
Product Code
1000003672-130388
Credit Type
CPE: 1CPE-Non-Technical: 1Intended Audience
CPAs and professional staff
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Faculty
Richard Austin
Richard Austin supports growth by tapping into his expertise serving the high net worth and business owner markets and incorporating those into our other initiatives. Richard specializes in working with entrepreneurs and Fortune 500 executives, building comprehensive strategies and financial solutions for their particularly complex situations. As the head of Integrated Partners' Family Office, Richard works with high-net-worth clients to build...
More about Richard AustinSponsors
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 Gold Partners
