LA Estate Planning - Joint meeting with the PFP Committee - Estate Planning 101 (G2101109)

Join us as Jennifer Honey, Esq. and Maureen Cronin, CPA guide us through the basics of estate taxes and planning techniques. They will cover all the basics you need to review about Estate Planning issues and also review advanced planning opportunities.

Date:	Wednesday, November 11, 2009
Time:	11:30am - 2:00pm (Registration at 11:30am)
Facility:	Olympic Collection, Los Angeles
CPE Credit:	2.0 CPE (Continuing Professional Education)
Instructors:	Maureen Cronin / Jennifer M. Honey
NASBA Subject Area:	Taxes
Delivery:	Group Live
Course Level:	Beginning
Fee:	$50 CalCPA Members, $60 Nonmembers

Objectives:

Learn about estate taxes and planning techniques

Gain a firm understanding of planning opportunities

Understand how to speak with clients about estate planning opportunities

Major Topics:

Estate Planning

Designed for:

CPAs, attorneys and professional staff involved in client estate planning and consultation.

Prerequisite:

None

Advanced Preparation:

None

Note:

Includes lunch

Without RSVP 3 days prior to meeting date, add $10