Asset Protection Seminars

Learn about Asset Protection by attending a seminar taught by Jacob Stein or Robert Klueger. The partners are dynamic and expert speakers who teach numerous seminars nationally and internationally. They offer professional-level seminars for attorneys and accountants, as well as, seminars catered to non-professionals.

Our Seminars

Date Topic Speaker Location
2014-12-02 Trusts Jacob Stein CPA Education Foundation - Palm Springs
2014-12-10 Asset Protection Jacob Stein Rossdale Group (cle.com) Webcast
2014-12-12 Structuring Foreign Investment in the U.S. Jacob Stein CalCPA International Tax Conference - San Francisco
2014-12-16 International Business and Taxation Jacob Stein Rossdale CLE Live Webinar
2015-01-14 Asset Protection Planning Jacob Stein Marin County Estate Planning Council
2015-01-16 Lawyers’ Guide to International Taxation Jacob Stein State Bar of California Board of Legal Specialization - Pasadena
2015-01-19 Trusts Jacob Stein CPA Education Foundation - Burbank
2015-01-20 Advanced Tax Jacob Stein CPA Education Foundation - Burbank
2015-01-21 Asset Protection for California Residents Jacob Stein San Francisco Estate Planning Council
2015-01-27 Estate Planning Jacob Stein CPA Education Foundation - San Francisco
2015-01-28 Asset Protection Planning Jacob Stein CPA Education Foundation - San Mateo
2015-02-03 Asset Protection Planning Jacob Stein Los Angeles County Bar Association - Downtown Los Angeles
Date Topic Speaker Location
2014-11-20 Advanced Tax Planning Jacob Stein CalCPA San Diego Tax and Accounting Institute
2014-11-18 Estate Planning Jacob Stein CPA Education Foundation - Channel Counties
2014-11-17 Advanced Tax Jacob Stein CPA Education Foundation - Channel Counties
2014-11-10 Asset Protection Jacob Stein CPA Education Foundation - Orange County
2014-11-03 Asset Protection Jacob Stein CalCPA Discussion Group - Pasadena
2014-10-31 Sophisticated Estate and Asset Protection Planning Jacob Stein CPA Discussion Group - Beverly Hills
2014-10-29 International Conference Jacob Stein CPA Associates International - San Francisco
2014-10-09 Asset Protection Planning Jacob Stein Clark County Bar Association
2014-10-08 Asset Protection Planning Jacob Stein Rossdale Group (cle.com) Webcast
2014-09-17 Advanced Asset Protection Jacob Stein CPA Law Forum
2014-08-27 CANCELLED - Foreign Asset Reporting & Distribution Withholding Jacob Stein Ventura County CPA Discussion Group
2014-08-20 Estate Planning Jacob Stein CPA Education Foundation - Sacramento
2014-08-19 Trusts Jacob Stein CPA Education Foundation - San Francisco
2014-08-18 Advanced Tax Jacob Stein CPA Education Foundation - San Francisco
2014-07-18 Trusts Jacob Stein CPA Education Foundation - Orange County
2014-07-10 Tax Strategies for Start-Up Businesses Robert Klueger Bloomberg BNA Webinar
2014-07-08 Estate Planning Jacob Stein CPA Education Foundation - San Diego
2014-07-07 Advanced Tax Jacob Stein CPA Education Foundation - San Diego
2014-06-25 Estate and Tax Planning for Farmers and Ranchers Jacob Stein National Business Institute - Fresno
2014-06-23 Asset Protection Jacob Stein CPA Education Foundation - Beverly Hills
2014-06-18 Asset Protection Jacob Stein San Mateo Bar Association
2014-06-09 Trusts Jacob Stein CPA Education Foundation - San Fernando Valley
2014-05-28 Buying and Selling a Business Robert Klueger California Society of Tax Consultants
2014-05-28 Advanced Planning with Trusts Jacob Stein Rossdale CLE
2014-05-20 Buying and Selling a Business Robert Klueger Orange County Enrolled Agents
2014-05-06 A Tax Primer on Buying and Selling a Business Jacob Stein Bloomberg BNA Webinar
2014-04-15 Tax Strategies for the Sale and Purchase of Businesses Robert Klueger Culver/Marina Bar Association
2014-04-10 Asset Protection Planning Jacob Stein Rossdale Group - National Webcast
2014-02-19 Business Lawyer’s Guide to International Taxation Jacob Stein Los Angeles County Bar Association
2014-01-20 Advanced Tax Jacob Stein CPA Education Foundation - Burbank
2014-01-15 Asset Protection Planning Jacob Stein CPA Education Foundation - Orange County North
2014-01-14 Everything You Need to Know About Trusts Jacob Stein CPA Education Foundation - Burbank
2013-12-06 Advanced Tax Planning Techniques Jacob Stein CPA Education Foundation - Palm Springs
2013-12-05 Estate Planning Jacob Stein CPA Education Foundation - Palm Springs
2013-11-20 Advanced Asset Protection Jacob Stein Arizona Society of Practicing Accountants
2013-11-19 Advanced Asset Protection Planning Jacob Stein Orange County Estate Planning Council
2013-11-13 Asset Protection Planning Jacob Stein CPA Education Foundation - San Francisco
2013-11-12 Everything You Need to Know About Trusts Jacob Stein CPA Education Foundation - San Francisco
2013-11-11 Advanced Trust Protection Jacob Stein CalCPA Pasadena Discussion Group
2013-10-31 Estate Planning Jacob Stein CPA Education Foundation - San Francisco
2013-10-30 Advanced Tax Planning Techniques Jacob Stein CPA Education Foundation - San Francisco
2013-10-22 International Taxation Robert Klueger California Society of Enrolled Agents - South Bay Chapter
2013-10-16 Advanced Asset Protection Planning Jacob Stein Santa Cruz Estate Planning Council
2013-10-15 Buying and Selling a Business Robert Klueger Orange County Enrolled Agents
2013-08-12 Advanced Tax Planning Techniques Jacob Stein CPA Education Foundation - Wine Country
2013-08-06 Estate Planning Robert Klueger California Society of Tax Consultants - Los Angeles
2013-07-17 Mastering Asset Protection Planning Jacob Stein Rossdale-cle.com webcast
2013-07-11 Asset Protection Planning Jacob Stein CPA Education Foundation - San Diego
2013-07-10 Everything You Need to Know About Trusts Jacob Stein CPA Education Foundation - San Diego
2013-06-21 Unwinding Irrevocable Trusts Jacob Stein Beverly Hills CPA Discussion Group
2013-06-20 Asset Protection Planning Jacob Stein Clark County Bar Association
2013-06-18 Advanced Tax Planning Techniques Jacob Stein CPA Education Foundation - Los Angeles
2013-06-17 Estate Planning Jacob Stein CPA Education Foundation - Burbank
2013-06-14 Everything You Need to Know About Trusts Jacob Stein CPA Education Foundation - Sacramento
2013-06-06 Asset Protection in a Troubled Economy: a Sophisticated Primer for Attorneys Jacob Stein myLawCLE - Pasadena
2013-05-23 A Primer on Representing Foreign Investors Jacob Stein Rossdale Group (cle.com) webcast
2013-05-16 International Taxation Robert Klueger California Society of Tax Consultants - San Diego
2013-05-09 U.S. Taxation of Foreign Business Operations Robert Klueger Orange County Bar Assocation - Tax Section
2013-04-19 Asset Protection Planning Jacob Stein Western Estate Study Group - Costa Mesa
2013-04-11 Asset Protection Jacob Stein La Jolla Bar Association
2013-03-21 Asset Protection for Real Estate Jacob Stein Rossdale Group (cle.com) webcast
2013-03-12 Expand Choices by Creatively Unwinding Irrevocable Trusts Jacob Stein San Bernardino Estate Planning Council
2013-03-06 International Taxation Jacob Stein Beverly Hills Bar Association
2013-02-28 State of the Art in Asset Protection Jacob Stein Los Angeles County Bar Association
2013-02-27 Sophisticated Tax Strategies for Start-Ups Jacob Stein Orange County Bar Association
2013-02-15 Asset Protection Planning Jacob Stein Pasadena Bar Association
2013-02-07 Asset Protection Jacob Stein Nation-wide webcast for www.cle.com
2013-01-31 All About Trusts Jacob Stein Education Foundation - Webcast
2013-01-23 Estate Planning 101 Jacob Stein Education Foundation - Orange County
2013-01-21 Asset Protection Jacob Stein Education Foundation - Webcast
2013-01-17 Advanced Tax Planning Techniques Jacob Stein Education Foundation - Webcast
2012-12-13 All About Trusts Jacob Stein Education Foundation - San Diego
2012-12-12 Advanced Tax Planning Techniques Jacob Stein Education Foundation - San Diego
2012-12-07 All About Trusts Jacob Stein Education Foundation - Los Angeles
2012-11-30 Estate Planning 101 Jacob Stein Education Foundation - Webcast
2012-11-28 Asset Protection Jacob Stein Education Foundation - Los Angeles
2012-11-27 All About Trusts Jacob Stein Education Foundation - Webcast
2012-11-12 Advanced Tax Planning Techniques Jacob Stein Education Foundation - San Fernando Valley
2012-11-01 Asset Protection Jacob Stein Education Foundation - San Mateo
2012-10-31 All About Trusts Jacob Stein Education Foundation - San Francisco
2012-10-26 Advanced Tax Planning Techniques Jacob Stein Education Foundation - San Luis Obispo
2012-10-25 Estate Planning 101 Jacob Stein Education Foundation - San Luis Obispo
2012-08-14 Estate Planning 101 Jacob Stein Education Foundation - San Francisco
2012-08-13 Advanced Tax Planning Techniques Jacob Stein Education Foundation - San Francisco
2012-06-15 Advanced Tax Planning Techniques Jacob Stein Education Foundation - Los Angeles
2012-03-07 Asset Protection and Fraudulent Transfers Jacob Stein Rossdale Group/cle.com nation-wide webinar
2012-02-23 Asset Protection in California Jacob Stein Free Webinar - www.expertpresence.com
2012-02-21 Asset Protection Planning Jacob Stein Los Angeles County Bar Association
2012-02-09 Asset Protection with LLCs Jacob Stein South Bay Estate Planning Council
2012-01-30 All About Trusts Jacob Stein Education Foundation - Orange County
2012-01-24 Estate Planning 101 Jacob Stein Education Foundation - Sacramento
2012-01-23 Advanced Tax Planning Techniques Jacob Stein Education Foundation - Sacramento
2012-01-19 A Primer on Calif. Asset Protection Jacob Stein Long Beach Estate Planning Council
2011-12-07 Asset Protection 101 Jacob Stein Rossdale Group/cle.com nation-wide webinar
2011-12-06 All About Trusts Jacob Stein Education Foundation - Palm Springs
2011-12-05 Estate Planning 101 Jacob Stein Education Foundation - Palm Springs
2011-11-18 Advanced Tax Planning Techniques Jacob Stein Education Foundation - Los Angeles
2011-11-08 Asset Protection for Real Estate Robert Klueger Beverly Hills, California
2011-10-28 Asset Protection Planning Jacob Stein So. Cal. Tax and Estate Plan. Forum - San Diego
2011-10-26 Asset Protection Planning Jacob Stein Orange County CalCPA discussion group