Seminars
Jacob Stein and Robert Klueger teach over 20 full-day and numerous 1-3 hour seminars a year on the subject of asset protection. Most of their seminars are continuing education programs for attorneys and accountants. Some are less technical presentations for clients. Most of the seminars are sponsored by third-party continuing education providers, including the California CPA Education Foundation, Lorman and National Business Institute. If you’re interested in attending one of them, please contact either the education provider or Klueger & Stein, LLP.
We also teach attorneys and accountants in-house and would love to come and speak to your firm.
| Upcoming Seminars | |||
| Date | Topic | Speaker | Location |
| Past Seminars | |||
| Date | Topic | Speaker | Location |
| 2013-07-10 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - San Diego |
| 2013-07-11 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - San Diego |
| 2013-07-17 | Mastering Asset Protection Planning | Jacob Stein | Rossdale-cle.com webcast |
| 2013-08-06 | Estate Planning | Robert Klueger | California Society of Tax Consultants - Los Angeles |
| 2013-08-12 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Wine Country |
| 2013-10-15 | Buying and Selling a Business | Robert Klueger | Orange County Enrolled Agents |
| 2013-10-16 | Advanced Asset Protection Planning | Jacob Stein | Santa Cruz Estate Planning Council |
| 2013-10-22 | International Taxation | Robert Klueger | California Society of Enrolled Agents - South Bay Chapter |
| 2013-10-30 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - San Francisco |
| 2013-10-31 | Estate Planning | Jacob Stein | CPA Education Foundation - San Francisco |
| 2013-11-11 | Advanced Trust Protection | Jacob Stein | CalCPA Pasadena Discussion Group |
| 2013-11-12 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2013-11-13 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - San Francisco |
| 2013-11-19 | Advanced Asset Protection Planning | Jacob Stein | Orange County Estate Planning Council |
| 2013-11-20 | Advanced Asset Protection | Jacob Stein | Arizona Society of Practicing Accountants |
| 2013-12-05 | Estate Planning | Jacob Stein | CPA Education Foundation - Palm Springs |
| 2013-12-06 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Palm Springs |
| 2014-01-14 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Burbank |
| 2014-01-15 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Orange County North |
| 2014-05-22 | Asset Protection Planning | Jacob Stein | Northern Santa Barbara County Bar Association |
| 2014-05-06 | A Tax Primer on Buying and Selling a Business | Robert Klueger | Bloomberg BNA Webinar |
| 2014-04-10 | Asset Protection Planning | Jacob Stein | Rossdale Group - National Webcast |
| 2014-04-15 | Tax Strategies for the Sale and Purchase of Businesses | Robert Klueger | Culver/Marina Bar Association |
| 2014-05-20 | Buying and Selling a Business | Robert Klueger | Orange County Enrolled Agents |
| 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 |
| 2014-06-18 | Asset Protection | Jacob Stein | San Mateo Bar Association |
| 2014-06-09 | Trusts | Jacob Stein | CPA Education Foundation - San Fernando Valley |
| 2014-06-23 | Asset Protection | Jacob Stein | CPA Education Foundation - Beverly Hills |
| 2014-06-25 | Estate and Tax Planning for Farmers and Ranchers | Jacob Stein | National Business Institute - Fresno |
| 2014-07-07 | Advanced Tax | Jacob Stein | CPA Education Foundation - San Diego |
| 2014-07-08 | Estate Planning | Jacob Stein | CPA Education Foundation - San Diego |
| 2014-07-18 | Trusts | Jacob Stein | CPA Education Foundation - Orange County |
| 2014-08-18 | Advanced Tax | Jacob Stein | CPA Education Foundation - San Francisco |
| 2014-08-19 | Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2014-08-20 | Estate Planning | Jacob Stein | CPA Education Foundation - Sacramento |
| 2014-11-10 | Asset Protection | Jacob Stein | CPA Education Foundation - Orange County |
| 2014-11-17 | Advanced Tax | Jacob Stein | CPA Education Foundation - Channel Counties |
| 2014-11-18 | Estate Planning | Jacob Stein | CPA Education Foundation - Channel Counties |
| 2014-12-02 | Trusts | Jacob Stein | CPA Education Foundation - Palm Springs |
| 2015-01-19 | Trusts | Jacob Stein | CPA Education Foundation - Burbank |
| 2014-01-20 | Advanced Tax | Jacob Stein | CPA Education Foundation - Burbank |
| 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 |
| 2014-07-10 | Tax Strategies for Start-Ups | Robert Klueger | Bloomberg BNA Webinar |
| 2014-02-19 | Business Lawyer’s Guide to International Taxation | Jacob Stein | Los Angeles County Bar Association |
| 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 |
| 2011-10-25 | Advanced Tax Planning with Trusts | Jacob Stein | CPAAI Tax Seminar - Tucson, AZ |
| 2011-10-19 | All About Trusts | Jacob Stein | Education Foundation - San Jose |
| 2011-10-11 | Essential Asset Protection Techniques and Strategies | Robert Klueger | Irvine, California |
| 2011-09-21 | Asset Protection | Jacob Stein | CalCPA - Joint Committee on Taxation - Los Angeles |
| 2011-09-14 | Mastering Asset Protection | Jacob Stein | Nationwide webinar by cle.com |
| 2011-08-26 | Asset Protection for Real Estate | Jacob Stein | Expert Presence - Beverly Hills |
| 2011-08-24 | Asset Protection | Jacob Stein | Education Foundation - Monterey |
| 2011-08-09 | Advanced Tax Planning Techniques | Jacob Stein | Education Foundation - San Francisco |
| 2011-08-08 | Estate Planning 101 | Jacob Stein | Education Foundation - San Francisco |
| 2011-08-05 | Advanced Choice of Entity | Jacob Stein | 2 hour webinar |
| 2011-07-28 | Estate Planning 101 | Jacob Stein | Education Foundation - Orange County |
| 2011-07-27 | Advanced Tax Planning Techniques | Jacob Stein | Education Foundation - Orange County |
| 2011-07-25 | Advanced Planning with LLCs: Tax and Business Considerations | Jacob Stein | West San Gabriel Valley CPA Discussion Group |
| 2011-07-22 | Asset Protection for Real Estate | Robert Klueger | Expert Presence - Webinar |
| 2011-06-28 | Asset Protection | Jacob Stein | Education Foundation - Orange County |
| 2011-06-14 | Asset Protection | Jacob Stein | Education Foundation - San Francisco |
| 2011-06-13 | All About Trusts | Jacob Stein | Education Foundation - San Francisco |
| 2011-05-26 | Asset Protection | Jacob Stein | San Fernando EP Council |
| 2011-05-18 | Asset Protection – LA County Bar | Jacob Stein | Downtown Los Angeles |
| 2011-04-13 | Choice of Entity for Real Estate | Jacob Stein | Rossdale Group/cle.com nation-wide webinar |
| 2011-03-31 | Asset Protection | Jacob Stein | Clark County Bar Association, Las Vegas |
| 2011-03-15 | Asset Protection | Robert Klueger | Culver Marina Bar Association - Westchester |
| 2011-02-24 | State of the Art in Asset Protection | Robert Klueger | Expert Presence - webinar |
| 2011-02-17 | State of the Art in Asset Protection | Robert Klueger | Expert Presence - Century City |
| 2011-02-16 | Asset Protection | Jacob Stein | Rossdale Group/cle.com nation-wide webinar |
| 2011-01-31 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - San Francisco |
| 2011-01-19 | Asset Protection | Jacob Stein | LA County Bar - Downtown Los Angeles |
| 2011-01-19 | Asset Protection | Jacob Stein | Thomson Reuters nation-wide webinar |
| 2011-01-19 | A Primer on Calif. Asset Protection | Jacob Stein | Long Beach Estate Planning Council |
| 2011-01-06 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Sacramento |
| 2010-12-16 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Palm Springs |
| 2010-12-15 | Choice of Entity | Jacob Stein | CalCPA Downtown LA Chapter |
| 2010-12-09 | Asset Protection | Jacob Stein | Thomson Reuters Nationwide Webinar |
| 2010-12-02 | Estate Planning 101 | Jacob Stein | Channel Counties CPA Group |
| 2010-11-30 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Orange County |
| 2010-11-16 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2010-11-10 | Asset Protection | Jacob Stein | Thomson Reuters Nationwide Webinar |
| 2010-11-01 | Asset Protection Planning | Robert Klueger | CalCPA Pasadena Group |
| 2010-10-29 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-10-28 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-10-27 | Asset Protection | Jacob Stein | OC/Long Beach Estate Planning CPA Group |
| 2010-09-30 | Asset Protection Planning | Jacob Stein | National Bus Institute - Pasadena |
| 2010-09-29 | Asset Protection Planning | Jacob Stein | National Bus Institute - Irvine |
| 2010-09-22 | Asset Protection Planning | Robert Klueger | CalCPA Downtown LA Group |
| 2010-08-31 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Burbank |
| 2010-08-26 | Asset Protection Planning | Jacob Stein | Thomson Reuters Teleconference |
| 2010-08-26 | Asset Protection | Robert Klueger | Stifel Nicolaus - Encino, CA |
| 2010-08-25 | Asset Protection | Robert Klueger | Stifel Nicolaus - Woodland Hills, CA |
| 2010-08-20 | Advanced Asset Protection | Jacob Stein | Beverly Hills CPA Discussion Group |
| 2010-08-11 | State of the Art Asset Protection – 2010 | Robert Klueger | Offices of Klueger & Stein, LLP |
| 2010-08-04 | State of the Art Asset Protection – 2010 | Robert Klueger | Offices of Klueger & Stein, LLP |
| 2010-07-16 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - San Diego |
| 2010-07-15 | Asset Protection | Jacob Stein | Thomson Reuter Wealth Conference - San Francisco |
| 2010-07-15 | Advanced Tax Planning with Trusts | Jacob Stein | Thomson Reuters Wealth Conference - San Francisco |
| 2010-07-13 | Asset Protection | Jacob Stein | Orange County Bar - Barristers |
| 2010-07-01 | Asset Protection Planning | Jacob Stein | Los Angeles County Bar Association |
| 2010-06-28 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2010-06-08 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Lake Tahoe |
| 2010-06-07 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Lake Tahoe |
| 2010-04-16 | Asset Protection in Nevada | Jacob Stein | Las Vegas - Clark County Bar Association |
| 2010-04-14 | Asset Protection for Real Estate | Jacob Stein | Beverly Hills RE Brokers |
| 2010-03-18 | Asset Protection for Real Estate | Jacob Stein | Beverly Hills Bar Association |
| 2010-03-08 | Asset Protection Planning | Jacob Stein | Law Firm In-House - Orange County |
| 2010-02-24 | Asset Protection in a Troubled Economy | Jacob Stein | Business Law Section - OC Bar |
| 2010-02-24 | Recent Developments in California LLCs | Robert F. Klueger | San Fernando Valley Bar Assoc. |
| 2010-02-24 | Advanced Choice of Entity | Jacob Stein | Orange County |
| 2010-02-17 | Asset Protection in a Troubled Economy | Jacob Stein | Ventura County Estate Planning Council |
| 2010-02-03 | Asset Protection in a Troubled Economy | Jacob Stein | Los Angeles County Bar Association |
| 2010-01-31 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-01-28 | Protecting a Personal Residence | Jacob Stein | Klueger & Stein office |
| 2010-01-26 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-01-25 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-01-06 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - LAX area |
| 2009-12-14 | Asset Protection | Jacob Stein | CPA Education Foundation - Woodland Hills |
| 2009-12-10 | Asset Protection | Jacob Stein | CPA Education Foundation - Oakland |
| 2009-11-18 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - Orange County |
| 2009-11-10 | Use of Trusts in Asset Protection | Jacob Stein | Probate Section of SFV Bar |
| 2009-10-21 | Asset Protection | Jacob Stein | Stanislaus County EP Council |
| 2009-10-20 | Asset Protection | Jacob Stein | CPA Education Foundation - San Jose |
| 2009-10-01 | Asset Protection in a Troubled Economy | Jacob Stein | NBI - Live Nationwide Teleconference 10am-1pm PST |
| 2009-09-25 | Asset Protection Planning | Jacob Stein | Expert Presence - Woodland Hills |
| 2009-09-22 | Asset Protection Planning | Jacob Stein | Expert Presence - Woodland Hills |
| 2009-09-01 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Pasadena |
| 2009-08-28 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - Sacramento |
| 2009-08-27 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Sacramento |
| 2009-07-01 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - San Diego |
| 2009-06-30 | Asset Protection | Jacob Stein | CPA Education Foundation - San Diego |
| 2009-05-26 | Asset Protection in a Troubled Economy | Jacob Stein | Santa Barbara Estate Planning Council |
| 2009-05-21 | FBARs and UBS Prosecutions | Jacob Stein | Pasadena Tax Bar |
| 2009-03-19 | Asset Protection in a Troubled Economy | Jacob Stein | Pasadena Womens Business Group |
| 2009-03-06 | Domestic Asset Protection | Robert Klueger | CEB - San Francisco |
| 2009-03-04 | Asset Protection in a Troubled Economy | Jacob Stein | NBI Teleconference |
| 2009-03-02 | Asset Protection Planning | Jacob Stein | Beverly Hills Estate Planning Council |
| 2009-02-20 | Domestic Asset Protection | Robert Klueger | CEB - Los Angeles |
| 2009-01-16 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2009-01-13 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Orange County |
| 2008-12-09 | Asset Protection Planning | Jacob Stein | LA County Bar - Los Angeles |
| 2008-12-03 | All About Trusts | Jacob Stein | Lorman - Pasadena |
| 2008-12-02 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Palm Springs |
| 2008-12-01 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Palm Springs |
| 2008-11-20 | Asset Protection Planning | Jacob Stein | NBI - San Francisco |
| 2008-11-19 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2008-11-18 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - San Francisco |
| 2008-11-05 | Asset Protection Planning | Robert Klueger | NBI - Oakland |
| 2008-10-14 | Use of LLCs in Asset Protection | Robert Klueger | San Fernando Valley Bar |
| 2008-09-25 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Sacramento |
| 2008-08-26 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Burbank |
| 2008-08-13 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Chico |
| 2008-07-28 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - East Bay Area |
| 2008-06-26 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Hawaii |
| 2008-06-25 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Hawaii |
| 2008-06-10 | Asset Protection in a Troubled Economy | Jacob Stein | SFV CPA Discussion Group - Encino |
| 2008-03-13 | Demystifying Asset Protection | Jacob Stein | National Business Institute - Irvine |
| 2008-01-29 | Demystifying Asset Protection Vehicles | Jacob Stein | National Business Institute - Pasadena |
| 2008-01-28 | Demystifying Asset Protection Vehicles | Jacob Stein | National Business Institute - Fresno |
| 2008-01-17 | Asset Protection | Robert Klueger | Voice America Internet Radio (Live) |
| 2007-11-28 | Asset Protection for Real Estate | Jacob Stein and Robert Klueger | Offices of Klueger & Stein, LLP |
| 2007-11-19 | All About Trusts | Jacob Stein | CPA Education Foundation - Burbank |
| 2007-11-13 | Advanced Tax Planning Techniques | Jacob Stein | FER-CPE - Pasadena |
| 2007-11-12 | Asset Protection Planning | Jacob Stein | Los Angeles County Bar Assoc. - Los Angeles |
| 2007-10-25 | The Use of Trusts in Asset Protection | Jacob Stein | SFV Estate Planning Council - Northridge |
| 2007-10-24 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Las Vegas |
| 2007-10-23 | All About Trusts | Jacob Stein | CPA Education Foundation - Las Vegas |
| 2007-10-12 | Demystifying Asset Protection | Jacob Stein | NBI - San Francisco |
| 2007-10-11 | Asset Protection for Real Estate | Jacob Stein and Robert Klueger | Offices of Klueger & Stein, LLP |
| 2007-10-08 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Monterey |
| 2007-09-28 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2007-09-26 | Privacy and Asset Protection Planning for a Celebrity Client | Jacob Stein | Cal. CPA Business Managers Group - Sherman Oaks |
| 2007-09-20 | Asset Protection Planning | Jacob Stein | San Francisco Peninsula Estate Planning Council - San Francisco |
| 2007-09-11 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - San Francisco |
| 2007-09-08 | All About Trusts | Jacob Stein | CPA Education Foundation - Monterey |
| 2007-08-28 | Choice of Entity | Jacob Stein | SFV CPA Discussion Group - Woodland Hills |
| 2007-08-10 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Orange County |
| 2007-07-31 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Beverly Hills |
| 2007-07-27 | Asset Protection | Jacob Stein | Beverly Hills CPA Discussion Group - Los Angeles |
| 2007-07-25 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Bay Area |
| 2007-07-12 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - San Francisco |
| 2007-06-12 | All About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2007-04-27 | Asset Protection | Robert Klueger | CEB - Los Angeles |
| 2007-04-20 | Asset Protection | Robert Klueger | CEB - San Francisco |
| 2007-04-13 | Asset Protection | Robert Klueger | CEB - Anaheim |
| 2007-04-10 | An Attorney’s Guide to Asset Protection | Jacob Stein | National Business Institute - Sacramento |
| 2007-04-01 | Choice of Entity | Jacob Stein | Conejo Valley EA Discussion Group |
| 2007-03-10 | An Attorney’s Guide to Asset Protection | Jacob Stein | National Business Institute - San Jose |
| 2007-02-10 | An Attorney’s Guide to Asset Protection | Jacob Stein | National Business Institute - Oakland |
| 2007-01-19 | Asset Protection | Jacob Stein | National Business Institute - San Francisco |
| 2007-01-18 | Asset Protection | Jacob Stein | National Business Institute - San Jose |
| 2007-01-16 | Asset Protection | Jacob Stein | National Business Institute - Irvine |
| 2007-01-10 | An Attorney’s Guide to Asset Protection | Jacob Stein | National Business Institute - Fresno |
| 2006-11-13 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2006-11-13 | Choice of Entity | Jacob Stein | Encino-Glen EA Discussion Group (evening) |
| 2006-09-21 | Asset Protection | Jacob Stein | Peninsula Estate Planning Group - San Jose |
| 2006-08-23 | Asset Protection | Jacob Stein | NBI - Los Angeles |
| 2006-08-18 | Asset Protection | Jacob Stein | Cal. CPA Education Foundation - Marin County |
| 2006-08-16 | Asset Protection | Jacob Stein | NBI - Sacramento |
| 2006-07-27 | Asset Protection Planning | Jacob Stein | Cal. CPA Education Foundation - San Diego |
| 2006-07-20 | Structuring Private Annuity Transactions | Jacob Stein | Women's Club Of Pasadena - Pasadena |
| 2006-07-19 | Advanced Partnership Tax Planning | Jacob Stein | Society of Cal. Accountants - Studio City |
| 2006-07-11 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2006-06-30 | Choice of Entity | Jacob Stein | Channel Islands CPA Discussion Group |
| 2006-06-23 | Asset Protection | Jacob Stein | Westlake CPA/Law Forum - Westlake Village |
| 2006-06-20 | Estate Tax Planning | Robert Klueger & Jacob Stein | NBI - Sheraton Hotel - Pasadena |
| 2006-06-14 | Asset Protection | Robert Klueger & Jacob Stein | Peninsula Hotel - Beverly Hills |
| 2006-05-23 | Asset Protection | Jacob Stein | Westlake CPA Discussion Group |
| 2006-03-10 | Choice of Entity | Jacob Stein | San Fern. Valley CPA Discussion Group |
| 2006-03-08 | Advanced Tax Planning Techniques | Jacob Stein | Cal. CPA Education Foundation - Sacramento |
| 2006-01-25 | Delaware Series LLCs | Jacob Stein | Pasadena Bar Association - Tax Section |
| 2006-01-25 | Series LLCs | Robert Klueger & Jacob Stein | SFV Bar Association - Business Section |
| 2006-01-19 | Asset Protection Planning | Jacob Stein | San Francisco CPA Estate Planning Grp. |
| 2005-11-28 | Asset Protection Planning | Jacob Stein | Education Foundation - Palm Springs |
| 2005-10-28 | Asset Protection Planning | Jacob Stein | Lorman - Sacramento |
| 2005-10-25 | Choice of Entity | Jacob Stein | SFV CPA Group - Woodland Hills |
| 2005-10-21 | Asset Protection Planning | Jacob Stein | Lorman - San Diego |
| 2005-10-19 | Advanced Tax Planning Techniques | Jacob Stein | Education Foundation - Eureka |
| 2005-09-21 | Advanced Topics in Real Estate Law | Jacob Stein | Lorman - Pasadena |
| 2005-08-31 | Asset Protection Planning | Jacob Stein | Education Foundation - Anaheim |
| 2005-08-29 | Advanced Tax Planning Techniques | Jacob Stein | Education Foundation-- San Ramon |
| 2005-07-11 | Advanced Tax Planning Techniques | Jacob Stein | Education Foundation - Inland Empire |
| 2005-05-26 | Asset Protection Planning | Jacob Stein | NFIBO - Los Angeles |
| 2005-05-25 | Asset Protection Planning | Jacob Stein | Lorman Seminars - Los Angeles |
| 2005-05-05 | Asset Protection Planning | Jacob Stein | Warner Center CPA Group - L. A. |
| 2005-04-26 | Choice of Entity | Jacob Stein | National Bank of CA - Westlake Village |
| 2005-04-05 | Asset Protection Planning | Jacob Stein | Lorman Seminars - San Francisco |
| 2004-11-02 | An UpDate on Real Estate Taxation | Jacob Stein | West San Gabriel Valley CPA Group |
| 2004-10-11 | Asset Protection Planning | Jacob Stein | CA CPA Educ. Found. - Burbank |
| 2004-09-09 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - Orange County |
| 2004-06-07 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - Beverly Hills |
| 2004-05-19 | Asset Protection Planning | Jacob Stein | CA CPA Society - S. F. |
| 2004-05-10 | Asset Protection Planning | Jacob Stein | CA CPA Educ. Found. - San Francisco |
| 2004-04-10 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - San Francisco |
| 2004-04-08 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - Monterey |
| 2004-03-16 | Advanced Planning with Partnerships | Jacob Stein | SFV CPA Discussion Group |
| 2004-03-08 | Asset Protection Planning | Jacob Stein | CA CPA Educ. Found. - Monterey |
| 2004-02-09 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - Ventura |
| 2004-02-06 | Choice of Entity | Jacob Stein | First Federal Bank - Hollywood |
| 2004-01-28 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - S.F. |
| 2003-12-16 | Asset Protection Techniques | Jacob Stein | SFV CPA Discussion Group |
| 2003-11-11 | Introduction to International Taxation | Jacob Stein | Tax Section of Pasadena Bar |
| 2003-11-11 | Introduction to International Taxation | Jacob Stein | Tax Section of Pasadena Bar |
| 2003-11-06 | Tax Planning for Real Estate Transactions | Robert Klueger & Jacob Stein | In-House (Woodland Hills) |
| 2003-10-22 | Tax Aspects of FLPs and LLCs | Jacob Stein | Cal CPA Estate Planning Group |
| 2003-10-06 | Asset Protection Techniques | Jacob Stein | Beverly Hills CPA Society |
| 2003-09-19 | Partnership and RE Exit Strategies | Jacob Stein | CA CPA Society Tax Section |
| 2003-08-21 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - San Mateo |
| 2003-08-03 | Retirement Planning | Various | In-House (Woodland Hills) |
| 2003-08-02 | Retirement Planning | Various | In-House (Woodland Hills) |
| 2003-07-30 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - San Diego |
| 2003-07-17 | Asset Protection Techniques | Jacob Stein | San Gabriel CPA Society |
| 2003-07-16 | Asset Protection Techniques | Jacob Stein | Beverly Hills CPA Society |
| 2003-06-24 | Tax Issues in Estate Planning and Probate | Robert Klueger & Jacob Stein | NBI - Pasadena |
| 2003-05-28 | Asset Protection Techniques | Jacob Stein | NBI - Los Angeles |
| 2003-05-16 | Introduction to International Taxation | Jacob Stein | Beverly Hills CPA Society |
| 2003-05-06 | Asset Protection Techniques | Robert Klueger & Jacob Stein | In-house (Woodland Hills) |
| 2003-04-30 | Retirement Tax Planning | Jacob Stein | NBI - Los Angeles |
| 2003-04-11 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - Las Vegas |
| 2003-03-09 | Asset Protection Techniques | Jacob Stein | LAX CPA Discussion Group |
| 2003-02-25 | Introduction to Partnership Taxation | Jacob Stein | SFV CPA Society |
| 2003-02-17 | Introduction to International Taxation | Jacob Stein | Pasadena CPA Society |
| 2003-01-15 | Advanced Estate Planning Techniques | Robert Klueger | Conejo Valley CPA Society |
| 2002-09-19 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - Pasadena |