CPE

Individual Tax Planning: High Net Worth Clients - Part 3

schedule 2h 18m signal_cellular_alt All Levels category Trademark Law verified 20 credits available

About This Course

This live CPE webinar offers accessible yet thorough coverage of individual tax planning: high net worth clients - part 3.

Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.

Specifically designed for trademark law professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.

Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.

Presented By

LM

Lisa M. Garcia open_in_new

Counsel • Davis Polk & Wardwell LLP

Ms. Garcia advises financial institutions on regulatory matters and compliance with banking laws.

RX

Rafael X. Zahralddin-Aravena open_in_new

Partner • Lewis Brisbois

Mr. Zahralddin-Aravena is a member of the Corporate, Bankruptcy, Complex Business disputes practice.

Credits & Accreditations

Jurisdiction Credit Type Credits
Arkansas General 3.5
District of Columbia Ethics 3.5
Florida Ethics 1.5
Hawaii Ethics 2.5
Idaho General 1.0
Maine Ethics 1.5
Maryland General 3.0
Michigan General 2.0
Minnesota General 2.0
Missouri General 1.5
Nebraska General 1.5
New Hampshire General 3.0
New Jersey General 1.0
New Mexico General 1.0
North Carolina General 3.0
North Dakota General 2.0
Oklahoma Diversity 2.0
South Dakota General 2.0
Utah General 3.5
Washington Ethics 1.0
$245.00