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Income and Estate Planning - High Net Worth Individuals in California

Get tips for advising your high-income clients This highly-informative, one-day advanced tax-planning seminar will provide participants with the knowledge and skills to confidently advise high-income individuals in tax and financial matters. Participants will leave with a greater understanding of the appropriate planning techniques, which minimize the tax liability of high-income individuals. Order today and get the information you need to effectively advise your clients. Benefits for You - Get information to effectively advise your clients on their investments - Hear strategies for successful business transition planning - Learn about California tax planning issues, including 1031 Exchanges - Find out what you need to know about foreign account reporting
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Investments
— Boyd D. Hudson, Esq. and Charles G. Stanislawski, M.B.T., C.P.A.
  • Capital Gains and Losses
  • Itemized Deductions
  • Alternative Minimum Tax
Affordable Care Act Tax Provisions
— Robert C. Norton
  • Net Investment Income Tax
  • Foreign Account Reporting
Business Transition Planning
— Robert C. Norton
Tax Return Filing Issues
— Jennifer Lorenzen, CPA, MST
  • Same Sex Married Couples
  • Innocent Spouse Claims
State of the Estate Tax
— Vanessa M. Terzian
California Tax Planning Issues
— Boyd D. Hudson, Esq. and Jennifer Lorenzen, CPA, MST
  • California Residency Issues
  • Section 1031 Exchanges in California
Tax Planning for Retirement Distributions
— Boyd D. Hudson, Esq.
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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Online Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

No photo available

Boyd D. Hudson, Esq. – Moderator

Adams, Hawekotte & Hudson

  • Attorney with Adams, Hawekotte & Hudson
  • Focuses on federal and California tax planning, estate and financial planning, and corporate and business planning
  • Frequent speaker and writer of numerous articles
  • Certified specialist in taxation law by the State Bar of California Board of Legal Specialization
  • J.D. and M.B.A. degrees, UCLA School of Law and Graduate School of Management; bachelor’s degree in history, with honors, Claremont Men’s College
  • Can be contacted at 626-583-8000 ext. 107 or [email protected]
Jennifer Lorenzen, CPA, MST

Jennifer Lorenzen, CPA, MST

Lucas Horsfall Accountants + Advisors

  • Tax supervisor at Lucas Horsfall Accountants + Advisors
  • More than 15 years of experience specializing in high net worth individuals, closely-held businesses, real estate professionals, trusts and exempt organizations
  • Member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants
  • M.S.T. degree, Golden Gate University
  • Can be contacted at 626-744-5400 or [email protected]
No photo available

Robert C. Norton

Rodi Pollock Pettker Christian & Pramov, A Law Corporation

  • Principal with Rodi Pollock Pettker Christian & Pramov, A Law Corporation
  • Practices in corporate and corporate securities law, mergers and acquisitions, federal, state and local taxation, and general business matters
  • Frequent lecturer at seminars dealing with corporate law, corporate securities and finance, and tax matters
  • J.D. degree, Golden Gate University School of Law; LL.M. degree in taxation, Georgetown University Law Center; B.A. degree, San Francisco State University
  • Can be contacted at 213-895-4900 or [email protected]
Charles G. Stanislawski, M.B.T., C.P.A.

Charles G. Stanislawski, M.B.T., C.P.A.

Stanislawski & Company, Inc.

  • President and owner of Stanislawski & Company, Inc. (founded in 1961)
  • Started career at Deloitte, Haskins + Sells
  • More than 30 years of extensive tax consulting and preparation for high net-worth individuals, their businesses, and family groups including their private foundations; preparation of 75 trust, estate and gift tax returns per year; accounting and business consulting for over 60 companies per month
  • Saved three new clients, each over $1 million in taxes
  • On the board of advisors for the USC Leventhal School of Accounting for over 15 years
  • Frequent lecturer on tax planning strategies; featured on KTLA and ABC
  • Member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants
  • B.S. and M.B.T. degree, University of Southern California
  • Can be contacted at 626-441-0330 or [email protected]
Vanessa M. Terzian

Vanessa M. Terzian

Law Offices of Vanessa M. Terzian, APC

  • Founder of The Law Offices of Vanessa M. Terzian, APC
  • Practices in estate and tax planning, asset protection, elder law, kids protection planning, probate and trust administration
  • Adjunct professor of wills and trusts at Southwestern Law School
  • Named a Super Lawyer Rising Star and Top Attorney in Pasadena Magazine
  • J.D. degree, with honors, Loyola Law School
  • Can be contacted at 818-864-6174 or [email protected]
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 394187
Published 2014
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Available in Multiple Formats

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