Seminars

Jacob Stein teaches over 50 full-day and numerous 1-3 hour seminars a year on the subject of asset protection. Most of his 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 directly.

We also teach attorneys and accountants in-house and would love to come and speak to your firm.

Upcoming Seminars
Date Topic Speaker Location
2017-10-23 Advanced Trust & Tax Planning Jacob Stein San Diego
2017-10-25 Advanced Trust & Tax Planning Jacob Stein Burbank
2017-10-26 Advanced Trust & Tax Planning Jacob Stein Orange County
2017-10-30 Advanced Trust & Tax Planning Jacob Stein Sacramento
2017-10-31 Advanced Trust & Tax Planning Jacob Stein San Francisco
2017-11-01 Advanced Trust & Tax Planning Jacob Stein Silicon Valley
Past Seminars
Date Topic Speaker Location
2017-07-20 Estate Planning:  A Comprehensive Overview - 4172314A Jacob Stein Burlingame
2017-07-20 Estate Planning:  A Comprehensive Overview Webcast - 4172314B Jacob Stein Webcast
2017-07-19 Advanced Tax Planning Techniques - 4171054A Jacob Stein Burlingame
2017-07-19 Advanced Tax Planning Techniques - Webcast - 47110548 Jacob Stein Webcast
2017-07-12 Everything You Need to Know About Trust - 4717519A Jacob Stein San Diego
2017-06-29 Rossdale Group Business Development Master Class Jacob Stein Telephonic Webinar
2017-06-21 Making Your Client Judgment Proof -  Rossdale Group Webinar Jacob Stein Webinar
2017-06-13 Asset Protection Planning - CCE Webinar Jacob Stein Webinar
2017-01-31 Estate Planning: A Comprehensive Overview Jacob Stein CalCPA Education Foundation - Webcast
2017-01-24 International Taxation Jacob Stein CalCPA Education Foundation - Webcast
2017-01-17 International Estate Planning Jacob Stein CalCPA Education Foundation - Webcast
2017-01-10 Advanced Estate Planning Techqniques Jacob Stein CalCPA Education Foundation - Webcast
2016-12-16 Advanced Tax Planning Techqniques Jacob Stein CalCPA Education Foundation - San Francisco + Webcast
2016-12-15 Asset Protection Planning Jacob Stein CalCPA Education Foundation - San Francisco + Webcast
2016-11-29 International Joint Venture: Tax & Non-Tax Aspects (Jacob Stein and Hans Sperling) Jacob Stein CalCPA Education Foundation - Webcast
2016-11-14 Everything You Need to Know About Trusts (Jacob Stein & Kenneth Kossof) Jacob Stein CalCPA Education Foundation - Los Angeles (LAX) + Webcast
2016-11-08 Estate Planning: A Comprehensive Overview Jacob Stein CalCPA Education Foundation - Orange County North + Webcast
2016-11-01 Advanced Asset Protection Planning Jacob Stein CalCPA Education Foundation - Webcast
2016-10-28 Asset Protection Planning Jacob Stein Spidell Seminar - Orange County/Anaheim
2016-10-27 Asset Protection Planning Jacob Stein Spidell Seminar - San Diego
2016-10-24 Asset Protection Planning Jacob Stein Spidell Seminar - Burbank
2016-10-21 Asset Protection Planning Jacob Stein Spidell Seminar - Silicon Valley
2016-10-20 Asset Protection Planning Jacob Stein Spidell Seminar - San Francisco
2016-10-19 Asset Protection Planning Jacob Stein Spidell Seminar - Sacramento
2016-09-27 Outbound Taxation Jacob Stein CalCPA Channel Counties Chapter
2016-09-20 International Joint Venture: Tax & Non-Tax Aspects (Jacob Stein and Hans Sperling) Jacob Stein CalCPA Education Foundation - Webcast
2016-08-29 International Taxation Jacob Stein CalCPA Education Foundation - Webcast
2016-08-23 International Estate Planning Jacob Stein CalCPA Education Foundation - Webcast
2016-08-16 Advanced Estate Planning Techqniques Jacob Stein CalCPA Education Foundation - Webcast
2016-08-03 Everything You Need to Know About Trusts (Jacob Stein & Kenneth Kossof) Jacob Stein CalCPA Education Foundation - Monterey CE Week
2016-07-19 Advanced Asset Protection Planning Jacob Stein CalCPA Education Foundation - Webcast
2016-07-14 A Primer on International Taxation Jacob Stein CalCPA Channel Counties Chapter
2016-07-11 Advanced Tax Planning Techniques Jacob Stein CalCPA Education Foundation - San Diego CE Week
2016-05-18 A Primer on Trusts Jacob Stein Los Angeles Law Library
2016-04-20 A Lawyer’s Guide to Asset Protection Planning Jacob Stein Clark County Bar Association - Las Vegas, NV
2016-04-01 Asset Protection Jacob Stein Provisors LLP Group
2016-03-31 Making your Client Judgement Proof: A Practical Take on Asset Protection Jacob Stein Rossdale CLE Webinar
2016-03-30 Asset Protection Protection Jacob Stein Goodman Til - Brentwood
2016-03-23 Asset Protection Planning for California Residents Jacob Stein Sacramento Estate Planning Council
2016-03-15 Making Your Client Judgment Proof: A Practical Take on Asset Protection Jacob Stein San Diego Estate Planning Council
2016-03-09 Trusts & Estate Planning Jacob Stein CLE Rossdale - Webinar
2016-03-07 Key Issues in Preparing, Structuring and Negotiating Cross‐border M&A Transactions Jacob Stein UIA 11th Winter Seminar - Charmonix, France
2016-02-17 CANCELED - A Primer on Trusts Jacob Stein LA Law Library - Los Angeles, CA
2016-02-04 Using Legal Entities for Asset Protection Jacob Stein Rossdale CLE Webinar
2016-02-03 Tax Planning for Foreign Investors Jacob Stein State Bar of California (International Law Section) Webinar
2016-01-27 Asset Protection Planning Jacob Stein CalCPA Education Foundation - Orange County
2016-01-26 Everything you Need to Know about Trusts Jacob Stein CalCPA Education Foundation - Orange County
2016-01-25 Advanced Tax Planning Techniques Jacob Stein CalCPA Education Foundation - Orange County
2016-01-21 International Estate Planning Jacob Stein CalCPA Education Foundation - Webcast Rebroadcast
2016-01-21 Tax Strategies for Startups Jacob Stein CalCPA Education Foundation - Webcast Rebroadcast
2016-01-19 International Taxation Jacob Stein CalCPA Education Foundation - Webcast Rebroadcast
2016-01-18 Advanced Asset Protection Jacob Stein CalCPA Education Foundation - Webcast Rebroadcast
2016-01-05 Everything you Need to Know about Trusts Jacob Stein CalCPA Education Foundation - San Francisco
2016-01-04 Estate Planning - A Comprehensive Overview Jacob Stein CalCPA Education Foundation - San Francisco
2015-12-10 Estate Planning - A Comprehensive Overview Jacob Stein CalCPA Education Foundation - Palm Springs CE Week
2015-12-09 Trusts:The Ultimate Guide Robert Klueger National Business Institute (NBI) Seminar - Sherman Oaks
2015-12-09 Advanced Tax Planning Techniques Jacob Stein CalCPA Education Foundation - Palm Springs CE Week
2015-12-08 Trusts: The Ultimate Guide Jacob Stein National Business Institute (NBI) Seminar - Sherman Oaks
2015-12-03 International Taxation Jacob Stein CalCPA Education Foundation - Webcast
2015-12-03 International Estate Planning Jacob Stein CalCPA Education Foundation - Webcast
2015-12-02 Advanced Asset Protection Jacob Stein CalCPA Education Foundation - Webcast
2015-12-01 Advanced Tax Jacob Stein CalCPA Education Foundation - Webcast
2015-11-19 Structuring International Investments in the U.S. and Preimmigration tax planning Jacob Stein San Diego Tax & Accounting Institute
2015-11-18 Representing Business Immigrants: Immigration, Business & Tax Considerations Jacob Stein Rossdale CLE Webinar
2015-11-17 Advanced Tax Planning Techniques Jacob Stein CalCPA Education Foundation - San Francisco
2015-11-16 Asset Protection Planning Jacob Stein CalCPA Education Foundation - San Francisco
2015-11-13 Advanced Planning with Trusts Jacob Stein CalCPA Beverly Hills Discussion Group - Beverly Hills, CA
2015-11-12 Everything you Need to Know about Trusts Jacob Stein CalCPA Education Foundation - Los Angeles
2015-11-11 Estate Planning - A Comprehensive Overview Jacob Stein CalCPA Education Foundation - Los Angeles
2015-11-10 A Primer on International Taxation Jacob Stein CalCPA Conejo Valley Discussion Group - Westlake Village, CA
2015-11-06 Advanced Planning with Trusts Jacob Stein CalCPA Discussion Group - Beverly Hills
2015-11-04 Inland Empire Estate Planning Seminar Jacob Stein University of Redlands
2015-11-04 Making Your Client Judgment Jacob Stein Rossdale CLE Webinar
2015-10-30 Asset Protection Planning Jacob Stein CalCPA Education Foundation - Burbank
2015-10-29 Estate Planning - A Comprehensive Overview Jacob Stein CalCPA Education Foundation - Burbank
2015-10-22 International Law and Taxation Jacob Stein Monterey Bay International Trade Institute
2015-10-21 Santa Cruz Bar Association-Estate Planning Section-Advanced Planning with Trusts Jacob Stein Seymour Marine Discovery Center-100 Shaffer Road, Santa Cruz, CA 95060
2015-10-20 Everything you Need to Know about Trusts Jacob Stein CalCPA Education Foundation - San Luis Obispo CE
2015-10-19 Advanced Tax Planning Techniques Jacob Stein CalCPA Education Foundation - San Luis Opbispo CE
2015-10-14 Advanced Planning with Trusts Jacob Stein Rossdale CLE Webinar
2015-10-08 Pre-Immigration Tax Planning Jacob Stein EB-5 Investment Based Immigration Conference - Los Angeles
2015-09-24 Advanced Tax Planning Techniques Jacob Stein CalCPA Discussion Group - Long Beach & Orange County
2015-09-22 Asset Protection Planning Jacob Stein CalCPA Discussion Group - Santa Barbara, CA
2015-09-17 Making your Client Judgement Proof Jacob Stein Rossdale CLE - Live Webinar
2015-09-16 Asset Protection Planning Jacob Stein San Mateo County Bar Association - Real Estate Section
2015-09-10 Asset Protection Jacob Stein La Jolla Bar Association
2015-09-05 Foreign Direct Investment in the U.S. - Panel Jacob Stein 2015 Pan African Global Trade & Investment Conference - Carson Community Center
2015-08-28 Asset Protection Planning Jacob Stein CalCPA Education Foundation - Sacramento
2015-08-27 Everything you Need to Know about Trusts Jacob Stein CalCPA Education Foundation - Sacramento
2015-08-25 Protecting Business Assets From Creditors in Litigation Jacob Stein Clear Law Institute Live Webinar
2015-08-20 Tax Strategies for Startups Jacob Stein CalCPA Education Foundation - Webcast
2015-08-20 International Joint Ventures Jacob Stein CalCPA Education Foundation - Webcast Rebroadcast
2015-08-19 Advanced Estate Planning Jacob Stein CalCPA Education Foundation - Webcast
2015-08-17 Making Your Client Judgement Proof Jacob Stein Rossdale CLE Live Webcast
2015-08-17 International Taxation Jacob Stein CalCPA Education Foundation - Webcast
2015-07-24 Advanced Tax Planning Techniques Jacob Stein CalCPA Discussion Group - Long Beach/OC
2015-07-21 Protecting Business Assets From Creditors in Litigation Jacob Stein Strafford CLE Live Webinar
2015-07-20 Asset Protection Planning - Emphasis on Choice of Trusts Jacob Stein CalCPA Discussion Group - Santa Barbara
2015-07-20 Estate Planning from A to Z-A 2-Day Practical Course Robert Klueger National Business Institute-Oakland CA
2015-07-14 Asset Protection Jacob Stein San Fernando Valley Bar Association
2015-05-14 Sophisticated Tax, Estate Planning and Asset Protection Jacob Stein The Seminar Group - Los Angeles, CA
2015-04-29 Rossdale Seminar-How to Make your Client Judgment Proof Jacob Stein live lecture and Question and Answer
2015-04-23 Advanced Considerations in Choice of Entity: Tax Minimization, Business Flexability and Liability Jacob Stein Beverly Hills Bar Association
2015-02-26 International Joint Ventures Jacob Stein CLE Rossdale Live Webinar - Jacob Stein and Hans Sperling
2015-02-23 Cross Border Partnering - Corporate Structures: “To Thine Own Self Be True” Jacob Stein Union Internationale des Avocats 10th Winter Seminar - Breckenridge, CO
2015-02-05 Nuts & Bolts of Asset Protection Jacob Stein Beverly Hills Bar Association (Barristers Section) - Beverly Hills, CA
2015-02-03 Asset Protection Planning Jacob Stein Los Angeles County Bar Association - Downtown Los Angeles
2015-01-28 Asset Protection Planning Jacob Stein CPA Education Foundation - San Mateo
2015-01-27 Estate Planning Jacob Stein CPA Education Foundation - San Francisco
2015-01-22 Structuring Foreign Investment Jacob Stein International CPA Discussion Group - San Francisco
2015-01-21 Asset Protection for California Residents Jacob Stein San Francisco Estate Planning Council
2015-01-20 Advanced Tax Jacob Stein CPA Education Foundation - Burbank
2015-01-19 Trusts Jacob Stein CPA Education Foundation - Burbank
2015-01-16 Lawyers’ Guide to International Taxation Jacob Stein State Bar of California Board of Legal Specialization - Pasadena
2015-01-14 Asset Protection Planning Jacob Stein Marin County Estate Planning Council
2014-12-16 International Business and Taxation Jacob Stein Rossdale CLE Live Webinar
2014-12-12 Structuring Foreign Investment in the U.S. Jacob Stein CalCPA International Tax Conference - San Francisco
2014-12-10 Asset Protection Jacob Stein Rossdale Group (cle.com) Webcast
2014-12-02 Trusts Jacob Stein CPA Education Foundation - Palm Springs
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 Advanced Planning with Trusts Jacob Stein Rossdale CLE
2014-05-28 Buying and Selling a Business Robert Klueger California Society of Tax Consultants
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
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
2011-09-14 Mastering Asset Protection Jacob Stein Nationwide webinar by cle.com
2011-08-26 Asset Protection for Real Estate Jacob Stein Expert Presence - Beverly Hills
2011-08-26 Asset Protection for Real Estate Jacob Stein Expert Presence - Beverly Hills
2011-08-24 Asset Protection Jacob Stein Education Foundation - Monterey
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 Advanced Choice of Entity Jacob Stein Orange County
2010-02-24 Recent Developments in California LLCs Robert Klueger San Fernando Valley Bar Assoc.
2010-02-24 Asset Protection in a Troubled Economy Jacob Stein Business Law Section - OC Bar
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
2009-05-26 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 Francisc
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 Robert Klueger & Jacob Stein 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 Robert Klueger & Jacob Stein 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 Choice of Entity Jacob Stein Encino-Glen EA Discussion Group (evening)
2006-11-13 Asset Protection Planning Jacob Stein CPA Education Foundation - Los Angeles
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