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Wills, Trusts, & Estates Prof Blog
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Tax CLE

By Gerry W. Beyer

ScinstituteOn July 25-26, 2008, the Southern California Institute is sponsoring a program entitled California Forum Goes to Tax Camp.

Here is a description of this program:

The Southern California Institute is very excited and proud to announce that we, along with the folks at WealthCounsel LLC, will be collaborating together in order to bring the California Forum Goes to Tax Camp program here to San Diego on July 25th and 26th, 2008.  As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.
 
This program is designed to help attorneys, accountants, bankers, financial advisors, etc. build teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced two day program will demonstrate how to attract more opportunities and close more business.
   
Learn what a wealth planner needs to know from the IRS Code in 2 days. Understand the importance of taxation issues in wealth planning for your clients without years of study.

Posted in:
Conferences & CLE, Estate Tax, Generation-Skipping Transfer Tax, Gift Tax and Income Tax