Virtual
Strategic Life Insurance for Corporate & Estate Planning 2026
Date: April 22, 2026
Time: 12 – 2 p.m. PT
Member
$58.00
Nonmember
$78.00
Members, log in to access your discount.
Overview
Join the CalCPA Estate Planning State Committee and guest speaker David Beas of Cavalier Associates to discuss basic to sophisticated uses of Life Insurance in corporate & estate planning.
Attendees will learn how incorporating various life insurance strategies throughout the business owner life cycle can position their clients for long-term growth, benefiting and retaining key employees, and leverage their business for liquidity and estate planning. Several of the strategies provide the business owner to build significant assets at a discount by using their business.
This course will award CPE (as earned). If you’d like to register for the FREE version with no CPE, please select this course: Strategic Life Insurance for Corporate & Estate Planning 2026 (no cpe)
Product Code
1000004999-139979
Credit Type
CPE: 2CPE-Technical: 2MCLE LS-EP: 2Intended Audience
CPAs and other financial professionals involved in estate planning.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
Working knowledge of estate tax and gifting is recommended.
Advance Preparation
None
Learning Objectives
Major Subjects
- Business Owner Risk Mitigation
- Using tax-advantaged strategies to recruit and retain your top employees
- Leveraging corporate ownership for non-taxable retirement assets and funding your legacy
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.