Asset Protection Seminars

Date Location /Topic Speaker

 

Past Seminars

Date Location /Topic Speaker
Feb 03, 2015 Location: Los Angeles County Bar Association
Topic: Asset Protection Planning
Jacob Stein
Jan 28, 2015 Location: CPA Education Foundation - San Mateo
Topic: Asset Protection
Jacob Stein
Jan 27, 2015 Location: CPA Education Foundation - San Francisco
Topic: Estate Planning
Jacob Stein
Jan 21, 2015 Location: San Francisco Estate Planning Council
Topic: Asset Protection for California Residents
Jacob Stein
Jan 20, 2015 Location: CPA Education Foundation - Burbank
Topic: Advanced Tax
Jacob Stein
Jan 19, 2015 Location: CPA Education Foundation - Burbank
Topic: Trusts
Jacob Stein
Jan 16, 2015 Location: State Bar of California Board of Legal Specialization - Pasadena
Topic: Lawyers’ Guide to International Taxation
Jacob Stein
Jan 14, 2015 Location: Marin County Estate Planning Council
Topic: Asset Protection Planning
Jacob Stein
Dec 16, 2014 Location: Rossdale CLE Live Webinar
Topic: International Business and Taxation
Jacob Stein
Dec 12, 2014 Location: CalCPA International Tax Conference - San Francisco
Topic: International Tax Conference
Jacob Stein
Dec 02, 2014 Location: CPA Education Foundation - Palm Springs
Topic: Trusts
Jacob Stein
Nov 20, 2014 Location: CalCPA San Diego Tax and Accounting Institute
Topic: Advanced Tax Planning
Jacob Stein
Nov 18, 2014 Location: CPA Education Foundation - Channel Counties
Topic: Estate Planning
Jacob Stein
Nov 17, 2014 Location: CPA Education Foundation - Channel Counties
Topic: Advanced Tax
Jacob Stein
Nov 10, 2014 Location: CPA Education Foundation - Orange County
Topic: Asset Protection
Jacob Stein
Nov 03, 2014 Location: CalCPA Discussion Group - Pasadena
Topic: Asset Protection
Jacob Stein
Oct 31, 2014 Location: CPA Discussion Group - Beverly Hills
Topic: Sophisticated Estate and Asset Protection Planning
Jacob Stein
Oct 29, 2014 Location: CPA Association - San Francisco
Topic: CPA Association International Conference
Jacob Stein
Oct 09, 2014 Location: Clark County Bar Association
Topic: Asset Protection Planning
Jacob Stein
Oct 08, 2014 Location: Rossdale Group (cle.com) Webcast
Topic: Asset Protection Planning
Jacob Stein
Sep 17, 2014 Location: CPA Law Forum
Topic: Advanced Asset Protection
Jacob Stein
Aug 27, 2014 Location: Ventura County CPA Discussion Group
Topic: Cancelled - Foreign Asset Reporting & Distribution Withholding
Jacob Stein
Aug 20, 2014 Location: CPA Education Foundation - Sacramento
Topic: Estate Planning
Jacob Stein
Aug 19, 2014 Location: CPA Education Foundation - San Francisco
Topic: Trusts
Jacob Stein
Aug 19, 2014 Location: CPA Education Foundation - San Francisco
Topic: Trusts
Jacob Stein
Aug 18, 2014 Location: CPA Education Foundation - San Francisco
Topic: Advanced Tax
Jacob Stein
Jul 18, 2014 Location: CPA Education Foundation - Orange County
Topic: Trusts
Jacob Stein
Jul 08, 2014 Location: CPA Education Foundation - San Diego
Topic: Estate Planning
Jacob Stein
Jul 07, 2014 Location: CPA Education Foundation - San Diego
Topic: Advanced Tax
Jacob Stein
Jun 25, 2014 Location: Nat. Bus. Institute - Fresno, CA
Topic: Estate and Tax Planning for Farmers and Ranchers
Jacob Stein
Jun 23, 2014 Location: CPA Education Foundation - Los Angeles/Beverly Hills
Topic: Asset Protection
Jacob Stein
Jun 18, 2014 Location: San Mateo Bar Association
Topic: Asset Protection
Jacob Stein
Jun 09, 2014 Location: CPA Education Foundation - San Fernando Valley
Topic: Trusts
Jacob Stein
May 28, 2014 Location: California Society of Tax Consultants - Long Beach Chapter
Topic: Buying and Selling a Business
Jacob Stein
May 28, 2014 Location: Rossdale CLE
Topic: Advanced Planning with Trusts
Jacob Stein
May 22, 2014 Location: Northern Santa Barbara County Bar Association
Topic: Asset Protection
Jacob Stein
Apr 10, 2014 Location: Rossdale Group - National Webcast
Topic: Asset Protection Planning
Jacob Stein
Mar 08, 2014 Location: Los Angeles County Bar Association
Topic: Eb-5 Tax Planning
Jacob Stein
Mar 06, 2014 Location: L.A. Athletic Club
Topic: Pre-Immigration Tax Planning for EB-5 Investors
Jacob Stein
Feb 19, 2014 Location: Los Angeles County Bar Association
Topic: Business Lawyer’s Guide to International Taxation
Jacob Stein
Jan 30, 2014 Location: cle.com - Rossdale Group
Topic: International Taxation and Structuring Cross-Border Business Transactions
Jacob Stein
Jan 30, 2014 Location: Los Angeles County Bar Association
Topic: Asset Protection Planning
Jacob Stein
Jan 15, 2014 Location: CPA Education Foundation - Orange County North
Topic: Asset Protection Planning
Jacob Stein
Jan 14, 2014 Location: CPA Education Foundation - Burbank
Topic: Everything You Need to Know About Trusts
Jacob Stein
Jan 09, 2014 Location: cle.com - Rossdale Group
Topic: Trust and Estate Planning
Jacob Stein
Jan 08, 2014 Location: San Bernardino/Riverside Est. Plan. Council
Topic: Asset Protection Planning
Jacob Stein
Jan 08, 2014 Location: San Bernardino and Riverside Est. Plan. Councils
Topic: Asset Protection Planning
Jacob Stein
Dec 19, 2013 Location: cle.com - Rossdale Group
Topic: Asset Protection Planning
Jacob Stein
Dec 06, 2013 Location: CPA Education Foundation - Palm Springs
Topic: Advanced Tax Planning Techniques
Jacob Stein
Dec 05, 2013 Location: CPA Education Foundation - Palm Springs
Topic: Estate Planning
Jacob Stein
Nov 21, 2013 Location: So. Cal. Tax and Accounting Institute
Topic: Advanced Planning with Trusts
Jacob Stein
Nov 20, 2013 Location: Arizona Society of Practicing Accountants
Topic: Advanced Asset Protection
Jacob Stein
Nov 19, 2013 Location: Orange County Estate Planning Council
Topic: Advanced Asset Protection Planning
Jacob Stein
Nov 13, 2013 Location: CPA Education Foundation - San Francisco
Topic: Asset Protection Planning
Jacob Stein
Nov 12, 2013 Location: CPA Education Foundation - San Francisco
Topic: Everything You Need to Know About Trusts
Jacob Stein
Nov 11, 2013 Location: CalCPA Pasadena Discussion Group
Topic: Advanced Trust Update
Jacob Stein
Oct 31, 2013 Location: CPA Education Foundation - San Francisco
Topic: Estate Planning
Jacob Stein
Oct 30, 2013 Location: CPA Education Foundation - San Francisco
Topic: Advanced Tax Planning Techniques
Jacob Stein
Oct 16, 2013 Location: Santa Cruz Estate Planning Council
Topic: Advanced Asset Protection Planning
Jacob Stein
Aug 12, 2013 Location: CPA Education Foundation - Sonoma, CA
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jul 17, 2013 Location: Rossdale-cle.com webcast
Topic: Mastering Asset Protection Planning
Jacob Stein
Jul 11, 2013 Location: CPA Education Foundation - San Diego
Topic: Asset Protection Planning
Jacob Stein
Jul 10, 2013 Location: CPA Education Foundation - San Diego
Topic: Everything You Need to Know About Trusts
Jacob Stein
Jun 21, 2013 Location: Beverly Hills CPA Discussion Group
Topic: Unwinding Irrevocable Trusts
Jacob Stein
Jun 20, 2013 Location: Clark County Bar Association
Topic: Asset Protection Planning
Jacob Stein
Jun 18, 2013 Location: CPA Education Foundation - Los Angeles
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jun 17, 2013 Location: CPA Education Foundation - Burbank
Topic: Estate Planning
Jacob Stein
Jun 14, 2013 Location: CPA Education Foundation - Sacramento
Topic: Everything You Need to Know About Trusts
Jacob Stein
Jun 06, 2013 Location: myLawCLE - Pasadena
Topic: Asset Protection in a Troubled Economy: a Sophisticated Primer for Attorneys
Jacob Stein
May 23, 2013 Location: Rossdale Group (cle.com) webcast
Topic: A Primer on Representing Foreign Investors
Jacob Stein
Apr 19, 2013 Location: Western Estate Study Group - Costa Mesa
Topic: Asset Protection Planning
Jacob Stein
Apr 11, 2013 Location: La Jolla Bar Association
Topic: Asset Protection
Jacob Stein
Mar 21, 2013 Location: Rossdale Group (cle.com) webcast
Topic: Asset Protection for Real Estate
Jacob Stein
Mar 12, 2013 Location: San Bernardino Estate Planning Council
Topic: Expand Choices by Creatively Unwinding Irrevocable Trusts
Jacob Stein
Mar 08, 2013 Location: Los Angeles County Bar Association
Topic: Tax Planning for EB-5 Investors
Jacob Stein
Mar 06, 2013 Location: Beverly Hills Bar Association
Topic: International Taxation
Jacob Stein
Feb 28, 2013 Location: Los Angeles County Bar Association
Topic: State of the Art in Asset Protection
Jacob Stein
Feb 27, 2013 Location: Orange County Bar Association
Topic: Sophisticated Tax Strategies for Start-Ups
Jacob Stein
Feb 15, 2013 Location: Pasadena Bar Association
Topic: Asset Protection Planning
Jacob Stein
Feb 07, 2013 Location: Nation-wide webcast for www.cle.com
Topic: Asset Protection
Jacob Stein
Jan 31, 2013 Location: Education Foundation - Webcast
Topic: All About Trusts
Jacob Stein
Jan 23, 2013 Location: Education Foundation - Orange County
Topic: Estate Planning 101
Jacob Stein
Jan 21, 2013 Location: Education Foundation - Webcast
Topic: Asset Protection
Jacob Stein
Jan 17, 2013 Location: Education Foundation - Webcast
Topic: Advanced Tax Planning Techniques
Jacob Stein
Dec 13, 2012 Location: Education Foundation - San Diego
Topic: All About Trusts
Jacob Stein
Dec 12, 2012 Location: Education Foundation - San Diego
Topic: Advanced Tax Planning Techniques
Jacob Stein
Dec 10, 2012 Location: NBI webinar - www.nbi-sems.com
Topic: Fraudulent Transfers in the Context of Asset Protection
Jacob Stein
Dec 07, 2012 Location: Education Foundation - Los Angeles
Topic: All About Trusts
Jacob Stein
Dec 05, 2012 Location: Nation-wide webinar for Rossdale Group (www.cle.com)
Topic: Asset Protection Planning
Jacob Stein
Nov 30, 2012 Location: Education Foundation - Webcast
Topic: Estate Planning 101
Jacob Stein
Nov 28, 2012 Location: Education Foundation - Los Angeles
Topic: Asset Protection
Jacob Stein
Nov 27, 2012 Location: Education Foundation - Webcast
Topic: All About Trusts
Jacob Stein
Nov 15, 2012 Location: San Diego Tax and Accounting Institute
Topic: Advanced Tax Planning with Trusts
Jacob Stein
Nov 12, 2012 Location: Education Foundation - San Fernando Valley
Topic: Advanced Tax Planning Techniques
Jacob Stein
Nov 02, 2012 Location: San Gabriel Valley Bar Association
Topic: Asset Protection Planning
Jacob Stein
Nov 01, 2012 Location: Education Foundation - San Mateo
Topic: Asset Protection
Jacob Stein
Oct 31, 2012 Location: Education Foundation - San Francisco
Topic: All About Trusts
Jacob Stein
Oct 26, 2012 Location: Education Foundation - San Luis Obispo
Topic: Advanced Tax Planning Techniques
Jacob Stein
Oct 25, 2012 Location: Education Foundation - San Luis Obispo
Topic: Estate Planning 101
Jacob Stein
Oct 24, 2012 Location: Beverly Hills Bar Association - Real Estate Section
Topic: Asset Protection
Jacob Stein
Sep 06, 2012 Location: Rossdale Group/cle.com nation-wide webinar
Topic: Asset Protection Planning
Jacob Stein
Aug 14, 2012 Location: Education Foundation - San Francisco
Topic: Estate Planning 101
Jacob Stein
Aug 13, 2012 Location: Education Foundation - San Francisco
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jul 26, 2012 Location: San Diego Estate Tax Interest Group
Topic: Asset Protection Planning
Jacob Stein
Jun 15, 2012 Location: Education Foundation - Los Angeles
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jun 08, 2012 Location: Estate Planning Forum - Glendale
Topic: Breaking Irrevocable Trusts
Jacob Stein
Jun 07, 2012 Location: Estate Planning Forum - San Francisco
Topic: Breaking Irrevocable Trusts
Jacob Stein
May 10, 2012 Location: Rossdale Group/cle.com nation-wide webinar
Topic: Essential Asset Protection Techniques and Strategies
Jacob Stein
May 10, 2012 Location: Conejo Valley Estate Planning Council
Topic: Asset Protection Planning
Jacob Stein
May 09, 2012 Location: Marin County Estate Planning Council
Topic: Use of Trusts in Asset Protection
Jacob Stein
Apr 05, 2012 Location: Clark County Bar Association, Las Vegas
Topic: A Lawyer’s Guide to Asset Protection Planning
Jacob Stein
Mar 07, 2012 Location: Rossdale Group/cle.com nation-wide webinar
Topic: Asset Protection and Fraudulent Transfers
Jacob Stein
Feb 29, 2012 Location: Beverly Hills Bar Association - Intl Law Section
Topic: Asset Protection and Money Laundering Rules
Jacob Stein
Feb 23, 2012 Location: Free Webinar - www.expertpresence.com
Topic: Asset Protection in California
Jacob Stein
Feb 21, 2012 Location: Los Angeles County Bar Association
Topic: Asset Protection Planning
Jacob Stein
Feb 09, 2012 Location: South Bay Estate Planning Council
Topic: Asset Protection with LLCs
Jacob Stein
Jan 30, 2012 Location: Education Foundation - Orange County
Topic: All About Trusts
Jacob Stein
Jan 24, 2012 Location: Education Foundation - Sacramento
Topic: Estate Planning 101
Jacob Stein
Jan 23, 2012 Location: Education Foundation - Sacramento
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jan 19, 2012 Location: Long Beach Estate Planning Council
Topic: A Primer on Calif. Asset Protection
Jacob Stein
Dec 07, 2011 Location: Rossdale Group/cle.com nation-wide webinar
Topic: Asset Protection 101
Jacob Stein
Dec 06, 2011 Location: Education Foundation - Palm Springs
Topic: All About Trusts
Jacob Stein
Dec 05, 2011 Location: Education Foundation - Palm Springs
Topic: Estate Planning 101
Jacob Stein
Nov 18, 2011 Location: Education Foundation - Los Angeles
Topic: Advanced Tax Planning Techniques
Jacob Stein
Oct 28, 2011 Location: So. Cal. Tax and Estate Plan. Forum - San Diego
Topic: Asset Protection Planning
Jacob Stein
Oct 26, 2011 Location: Orange County CalCPA discussion group
Topic: Asset Protection Planning
Jacob Stein
Oct 25, 2011 Location: CPAAI Tax Seminar - Tucson, AZ
Topic: Advanced Tax Planning with Trusts
Jacob Stein
Oct 19, 2011 Location: Education Foundation - San Jose
Topic: All About Trusts
Jacob Stein
Sep 21, 2011 Location: CalCPA - Joint Committee on Taxation - Los Angeles
Topic: Asset Protection
Jacob Stein
Sep 14, 2011 Location: Nationwide webinar by cle.com
Topic: Mastering Asset Protection
Jacob Stein
Aug 26, 2011 Location: Expert Presence - Beverly Hills
Topic: Asset Protection for Real Estate
Jacob Stein
Aug 24, 2011 Location: Education Foundation - Monterey
Topic: Asset Protection
Jacob Stein
Aug 09, 2011 Location: Education Foundation - San Francisco
Topic: Advanced Tax Planning Techniques
Jacob Stein
Aug 08, 2011 Location: Education Foundation - San Francisco
Topic: Estate Planning 101
Jacob Stein
Aug 05, 2011 Location: 2 hour webinar
Topic: Advanced Choice of Entity
Jacob Stein
Jul 28, 2011 Location: Education Foundation - Orange County
Topic: Estate Planning 101
Jacob Stein
Jul 27, 2011 Location: Education Foundation - Orange County
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jul 25, 2011 Location: West San Gabriel Valley CPA Discussion Group
Topic: Advanced Planning with LLCs: Tax and Business Considerations
Jacob Stein
Jun 28, 2011 Location: Education Foundation - Orange County
Topic: Asset Protection
Jacob Stein
Jun 14, 2011 Location: Education Foundation - San Francisco
Topic: Asset Protection
Jacob Stein
Jun 13, 2011 Location: Education Foundation - San Francisco
Topic: All About Trusts
Jacob Stein
May 26, 2011 Location: San Fernando EP Council
Topic: Asset Protection
Jacob Stein
May 18, 2011 Location: Downtown Los Angeles
Topic: Asset Protection - LA County Bar
Jacob Stein
Apr 13, 2011 Location: Rossdale Group/cle.com nation-wide webinar
Topic: Choice of Entity for Real Estate
Jacob Stein
Mar 31, 2011 Location: Clark County Bar Association, Las Vegas
Topic: Asset Protection
Jacob Stein
Feb 16, 2011 Location: Rossdale Group/cle.com nation-wide webinar
Topic: Asset Protection
Jacob Stein
Jan 31, 2011 Location: CPA Education Foundation - San Francisco
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jan 19, 2011 Location: Long Beach Estate Planning Council
Topic: A Primer on Calif. Asset Protection
Jacob Stein
Jan 19, 2011 Location: Thomson Reuters nation-wide webinar
Topic: Asset Protection
Jacob Stein
Jan 19, 2011 Location: LA County Bar - Downtown Los Angeles
Topic: Asset Protection
Jacob Stein
Jan 06, 2011 Location: CPA Education Foundation - Sacramento
Topic: Asset Protection Planning
Jacob Stein
Dec 16, 2010 Location: CPA Education Foundation - Palm Springs
Topic: Advanced Tax Planning Techniques
Jacob Stein
Dec 15, 2010 Location: CalCPA Downtown LA Chapter
Topic: Choice of Entity
Jacob Stein
Dec 09, 2010 Location: Thomson Reuters Nationwide Webinar
Topic: Asset Protection
Jacob Stein
Dec 02, 2010 Location: Channel Counties CPA Group
Topic: Estate Planning 101
Jacob Stein
Nov 30, 2010 Location: CPA Education Foundation - Orange County
Topic: Asset Protection Planning
Jacob Stein
Nov 16, 2010 Location: CPA Education Foundation - Los Angeles
Topic: Everything You Need to Know About Trusts
Jacob Stein
Nov 10, 2010 Location: Thomson Reuters Nationwide Webinar
Topic: Asset Protection
Jacob Stein
Oct 29, 2010 Location: CPA Education Foundation - San Francisco
Topic: Asset Protection Planning
Jacob Stein
Oct 28, 2010 Location: CPA Education Foundation - San Francisco
Topic: Everything You Need to Know About Trusts
Jacob Stein
Oct 27, 2010 Location: OC/Long Beach Estate Planning CPA Group
Topic: Asset Protection
Jacob Stein
Sep 30, 2010 Location: National Bus Institute - Pasadena
Topic: Asset Protection Planning
Jacob Stein
Sep 29, 2010 Location: National Bus Institute - Irvine
Topic: Asset Protection Planning
Jacob Stein
Aug 31, 2010 Location: CPA Education Foundation - Burbank
Topic: Advanced Tax Planning Techniques
Jacob Stein
Aug 26, 2010 Location: Thomson Reuters Teleconference
Topic: Asset Protection Planning
Jacob Stein
Aug 20, 2010 Location: Beverly Hills CPA Discussion Group
Topic: Advanced Asset Protection
Jacob Stein
Jul 16, 2010 Location: CPA Education Foundation - San Diego
Topic: Everything You Need to Know About Trusts
Jacob Stein
Jul 15, 2010 Location: Thomson Reuter Wealth Conference - San Francisco
Topic: Asset Protection
Jacob Stein
Jul 15, 2010 Location: Thomson Reuters Wealth Conference - San Francisco
Topic: Advanced Tax Planning with Trusts
Jacob Stein
Jul 13, 2010 Location: Orange County Bar - Barristers
Topic: Asset Protection
Jacob Stein
Jul 01, 2010 Location: Los Angeles County Bar Association
Topic: Asset Protection Planning
Jacob Stein
Jun 28, 2010 Location: CPA Education Foundation - Los Angeles
Topic: Asset Protection Planning
Jacob Stein
Jun 08, 2010 Location: CPA Education Foundation - Lake Tahoe
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jun 07, 2010 Location: CPA Education Foundation - Lake Tahoe
Topic: Everything You Need to Know About Trusts
Jacob Stein
Apr 16, 2010 Location: Las Vegas - Clark County Bar Association
Topic: Asset Protection in Nevada
Jacob Stein
Apr 14, 2010 Location: Beverly Hills RE Brokers
Topic: Asset Protection for Real Estate
Jacob Stein
Mar 18, 2010 Location: Beverly Hills Bar Association
Topic: Asset Protection for Real Estate
Jacob Stein
Mar 08, 2010 Location: Law Firm In-House - Orange County
Topic: Asset Protection Planning
Jacob Stein
Feb 24, 2010 Location: Orange County
Topic: Advanced Choice of Entity
Jacob Stein
Feb 24, 2010 Location: Business Law Section - OC Bar
Topic: Asset Protection in a Troubled Economy
Jacob Stein
Feb 17, 2010 Location: Ventura County Estate Planning Council
Topic: Asset Protection in a Troubled Economy
Jacob Stein
Feb 03, 2010 Location: Los Angeles County Bar Association
Topic: Asset Protection in a Troubled Economy
Jacob Stein
Jan 31, 2010 Location: CPA Education Foundation - San Francisco
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jan 28, 2010 Location: Klueger & Stein office
Topic: Protecting a Personal Residence
Jacob Stein
Jan 26, 2010 Location: CPA Education Foundation - San Francisco
Topic: Everything You Need To Know About Trusts
Jacob Stein
Jan 25, 2010 Location: CPA Education Foundation - San Francisco
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jan 06, 2010 Location: CPA Education Foundation - LAX area
Topic: Advanced Tax Planning Techniques
Jacob Stein
Dec 14, 2009 Location: CPA Education Foundation - Woodland Hills
Topic: Asset Protection
Jacob Stein
Dec 10, 2009 Location: CPA Education Foundation - Oakland
Topic: Asset Protection
Jacob Stein
Nov 18, 2009 Location: CPA Education Foundation - Orange County
Topic: Everything You Need To Know About Trusts
Jacob Stein
Nov 10, 2009 Location: Probate Section of SFV Bar
Topic: Use of Trusts in Asset Protection
Jacob Stein
Oct 21, 2009 Location: Stanislaus County EP Council
Topic: Asset Protection
Jacob Stein
Oct 20, 2009 Location: CPA Education Foundation - San Jose
Topic: Asset Protection
Jacob Stein
Oct 01, 2009 Location: NBI - Live Nationwide Teleconference 10am-1pm PST
Topic: Asset Protection in a Troubled Economy
Jacob Stein
Sep 25, 2009 Location: Expert Presence - Woodland Hills
Topic: Asset Protection Planning
Jacob Stein
Sep 22, 2009 Location: Expert Presence - Woodland Hills
Topic: Asset Protection Planning
Jacob Stein
Sep 01, 2009 Location: CPA Education Foundation - Pasadena
Topic: Advanced Tax Planning Techniques
Jacob Stein
Aug 28, 2009 Location: CPA Education Foundation - Sacramento
Topic: Everything You Need To Know About Trusts
Jacob Stein
Aug 27, 2009 Location: CPA Education Foundation - Sacramento
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jul 01, 2009 Location: CPA Education Foundation - San Diego
Topic: Everything You Need To Know About Trusts
Jacob Stein
Jun 30, 2009 Location: CPA Education Foundation - San Diego
Topic: Asset Protection
Jacob Stein
May 26, 2009 Location: Santa Barbara Estate Planning Council
Topic: Asset Protection in a Troubled Economy
Jacob Stein
May 21, 2009 Location: Pasadena Tax Bar
Topic: FBARs and UBS Prosecutions
Jacob Stein
Mar 19, 2009 Location: Pasadena Womens Business Group
Topic: Asset Protection in a Troubled Economy
Jacob Stein
Mar 04, 2009 Location: NBI Teleconference
Topic: Asset Protection in a Troubled Economy
Jacob Stein
Mar 02, 2009 Location: Beverly Hills Estate Planning Council
Topic: Asset Protection Planning
Jacob Stein
Jan 16, 2009 Location: CPA Education Foundation - Los Angeles
Topic: Everything You Need to Know About Trusts
Jacob Stein
Jan 13, 2009 Location: CPA Education Foundation - Orange County
Topic: Advanced Tax Planning Techniques
Jacob Stein
Dec 09, 2008 Location: LA County Bar - Los Angeles
Topic: Asset Protection Planning
Jacob Stein
Dec 03, 2008 Location: Lorman - Pasadena
Topic: All About Trusts
Jacob Stein
Dec 02, 2008 Location: CPA Education Foundation - Palm Springs
Topic: Advanced Tax Planning Techniques
Jacob Stein
Dec 01, 2008 Location: CPA Education Foundation - Palm Springs
Topic: Everything You Need to Know About Trusts
Jacob Stein
Nov 20, 2008 Location: NBI - San Francisco
Topic: Asset Protection Planning
Jacob Stein
Nov 19, 2008 Location: CPA Education Foundation - San Francisco
Topic: Everything You Need to Know About Trusts
Jacob Stein
Nov 18, 2008 Location: CPA Education Foundation - San Francisco
Topic: Asset Protection Planning
Jacob Stein
Sep 25, 2008 Location: CPA Education Foundation - Sacramento
Topic: Asset Protection Planning
Jacob Stein
Aug 26, 2008 Location: CPA Education Foundation - Burbank
Topic: Asset Protection Planning
Jacob Stein
Aug 13, 2008 Location: CPA Education Foundation - Chico
Topic: Everything You Need to Know About Trusts
Jacob Stein
Jul 28, 2008 Location: CPA Education Foundation - East Bay Area
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jun 26, 2008 Location: CPA Education Foundation - Hawaii
Topic: Asset Protection Planning
Jacob Stein
Jun 25, 2008 Location: CPA Education Foundation - Hawaii
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jun 10, 2008 Location: SFV CPA Discussion Group - Encino
Topic: Asset Protection in a Troubled Economy
Jacob Stein
Mar 13, 2008 Location: National Business Institute - Irvine
Topic: Demystifying Asset Protection
Jacob Stein
Jan 29, 2008 Location: National Business Institute - Pasadena
Topic: Demystifying Asset Protection Vehicles
Jacob Stein
Jan 28, 2008 Location: National Business Institute - Fresno
Topic: Demystifying Asset Protection Vehicles
Jacob Stein
Nov 28, 2007 Location: Offices of Klueger & Stein, LLP
Topic: Asset Protection for Real Estate
Jacob Stein and Robert Klueger
Nov 19, 2007 Location: CPA Education Foundation - Burbank
Topic: All About Trusts
Jacob Stein
Nov 13, 2007 Location: FER-CPE - Pasadena
Topic: Advanced Tax Planning Techniques
Jacob Stein
Nov 12, 2007 Location: Los Angeles County Bar Assoc. - Los Angeles
Topic: Asset Protection Planning
Jacob Stein
Oct 25, 2007 Location: SFV Estate Planning Council - Northridge
Topic: The Use of Trusts in Asset Protection
Jacob Stein
Oct 24, 2007 Location: CPA Education Foundation - Las Vegas
Topic: Advanced Tax Planning Techniques
Jacob Stein
Oct 23, 2007 Location: CPA Education Foundation - Las Vegas
Topic: All About Trusts
Jacob Stein
Oct 12, 2007 Location: NBI - San Francisco
Topic: Demystifying Asset Protection
Jacob Stein
Oct 11, 2007 Location: Offices of Klueger & Stein, LLP
Topic: Asset Protection for Real Estate
Jacob Stein and Robert Klueger
Oct 08, 2007 Location: CPA Education Foundation - Monterey
Topic: Advanced Tax Planning Techniques
Jacob Stein
Sep 28, 2007 Location: CPA Education Foundation - Los Angeles
Topic: Advanced Tax Planning Techniques
Jacob Stein
Sep 26, 2007 Location: Cal. CPA Business Managers Group - Sherman Oaks
Topic: Privacy and Asset Protection Planning for a Celebrity Client
Jacob Stein
Sep 20, 2007 Location: San Francisco Peninsula Estate Planning Council - San Francisco
Topic: Asset Protection Planning
Jacob Stein
Sep 11, 2007 Location: CPA Education Foundation - San Francisco
Topic: Advanced Tax Planning Techniques
Jacob Stein
Sep 08, 2007 Location: CPA Education Foundation - Monterey
Topic: All About Trusts
Jacob Stein
Aug 28, 2007 Location: SFV CPA Discussion Group - Woodland Hills
Topic: Choice of Entity
Jacob Stein
Aug 10, 2007 Location: CPA Education Foundation - Orange County
Topic: Asset Protection Planning
Jacob Stein
Jul 31, 2007 Location: CPA Education Foundation - Beverly Hills
Topic: Asset Protection Planning
Jacob Stein
Jul 27, 2007 Location: Beverly Hills CPA Discussion Group - Los Angeles
Topic: Asset Protection
Jacob Stein
Jul 25, 2007 Location: CPA Education Foundation - Bay Area
Topic: Asset Protection Planning
Jacob Stein
Jul 12, 2007 Location: CPA Education Foundation - San Francisco
Topic: Asset Protection Planning
Jacob Stein
Jun 12, 2007 Location: CPA Education Foundation - San Francisco
Topic: All About Trusts
Jacob Stein
Apr 10, 2007 Location: National Business Institute - Sacramento
Topic: An Attorney's Guide to Asset Protection
Jacob Stein
Apr 01, 2007 Location: Conejo Valley EA Discussion Group
Topic: Choice of Entity
Jacob Stein
Mar 10, 2007 Location: National Business Institute - San Jose
Topic: An Attorney's Guide to Asset Protection
Jacob Stein
Feb 10, 2007 Location: National Business Institute - Oakland
Topic: An Attorney's Guide to Asset Protection
Jacob Stein
Jan 19, 2007 Location: National Business Institute - San Francisco
Topic: Asset Protection
Jacob Stein
Jan 18, 2007 Location: National Business Institute - San Jose
Topic: Asset Protection
Jacob Stein
Jan 16, 2007 Location: National Business Institute - Irvine
Topic: Asset Protection
Jacob Stein
Jan 10, 2007 Location: National Business Institute - Fresno
Topic: An Attorney's Guide to Asset Protection
Jacob Stein
Nov 13, 2006 Location: CPA Education Foundation - Los Angeles
Topic: Asset Protection Planning
Jacob Stein
Nov 13, 2006 Location: Encino-Glen EA Discussion Group (evening)
Topic: Choice of Entity
Jacob Stein
Sep 21, 2006 Location: Peninsula Estate Planning Group - San Jose
Topic: Asset Protection
Jacob Stein
Aug 23, 2006 Location: NBI - Los Angeles
Topic: Asset Protection
Jacob Stein
Aug 18, 2006 Location: Cal. CPA Education Foundation - Marin County
Topic: Asset Protection
Jacob Stein
Aug 16, 2006 Location: NBI - Sacramento
Topic: Asset Protection
Jacob Stein
Jul 27, 2006 Location: Cal. CPA Education Foundation - San Diego
Topic: Asset Protection Planning
Jacob Stein
Jul 20, 2006 Location: Women's Club Of Pasadena - Pasadena
Topic: Structuring Private Annuity Transactions
Jacob Stein
Jul 19, 2006 Location: Society of Cal. Accountants - Studio City
Topic: Advanced Partnership Tax Planning
Jacob Stein
Jul 11, 2006 Location: CPA Education Foundation - Los Angeles
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jun 30, 2006 Location: Channel Islands CPA Discussion Group
Topic: Choice of Entity
Jacob Stein
Jun 23, 2006 Location: Westlake CPA/Law Forum - Westlake Village
Topic: Asset Protection
Jacob Stein
Jun 20, 2006 Location: NBI - Sheraton Hotel - Pasadena
Topic: Estate Tax Planning
Robert Klueger & Jacob Stein
Jun 14, 2006 Location: Peninsula Hotel - Beverly Hills
Topic: Asset Protection
Robert Klueger & Jacob Stein
May 23, 2006 Location: Westlake CPA Discussion Group
Topic: Asset Protection
Jacob Stein
Mar 10, 2006 Location: San Fern. Valley CPA Discussion Group
Topic: Choice of Entity
Jacob Stein
Mar 08, 2006 Location: Cal. CPA Education Foundation - Sacramento
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jan 25, 2006 Location: Pasadena Bar Association - Tax Section
Topic: Delaware Series LLCs
Jacob Stein
Jan 25, 2006 Location: SFV Bar Association - Business Section
Topic: Series LLCs
Robert Klueger & Jacob Stein
Jan 19, 2006 Location: San Francisco CPA Estate Planning Grp.
Topic: Asset Protection Planning
Jacob Stein
Nov 28, 2005 Location: Education Foundation - Palm Springs
Topic: Asset Protection Planning
Jacob Stein
Oct 28, 2005 Location: Lorman - Sacramento
Topic: Asset Protection Planning
Jacob Stein
Oct 25, 2005 Location: SFV CPA Group - Woodland Hills
Topic: Choice of Entity
Jacob Stein
Oct 21, 2005 Location: Lorman - San Diego
Topic: Asset Protection Planning
Jacob Stein
Oct 19, 2005 Location: Education Foundation - Eureka
Topic: Advanced Tax Planning Techniques
Jacob Stein
Sep 21, 2005 Location: Lorman - Pasadena
Topic: Advanced Topics in Real Estate Law
Jacob Stein
Aug 31, 2005 Location: Education Foundation - Anaheim
Topic: Asset Protection Planning
Jacob Stein
Aug 29, 2005 Location: Education Foundation-- San Ramon
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jul 11, 2005 Location: Education Foundation - Inland Empire
Topic: Advanced Tax Planning Techniques
Jacob Stein
May 26, 2005 Location: NFIBO - Los Angeles
Topic: Asset Protection Planning
Jacob Stein
May 25, 2005 Location: Lorman Seminars - Los Angeles
Topic: Asset Protection Planning
Jacob Stein
May 05, 2005 Location: Warner Center CPA Group - L. A.
Topic: Asset Protection Planning
Jacob Stein
Apr 26, 2005 Location: National Bank of CA - Westlake Village
Topic: Choice of Entity
Jacob Stein
Apr 05, 2005 Location: Lorman Seminars - San Francisco
Topic: Asset Protection Planning
Jacob Stein
Nov 02, 2004 Location: West San Gabriel Valley CPA Group
Topic: An UpDate on Real Estate Taxation
Jacob Stein
Oct 11, 2004 Location: CA CPA Educ. Found. - Burbank
Topic: Asset Protection Planning
Jacob Stein
Sep 09, 2004 Location: CA CPA Educ. Found. - Orange County
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jun 07, 2004 Location: CA CPA Educ. Found. - Beverly Hills
Topic: Advanced Tax Planning Techniques
Jacob Stein
May 19, 2004 Location: CA CPA Society - S. F.
Topic: Asset Protection Planning
Jacob Stein
May 10, 2004 Location: CA CPA Educ. Found. - San Francisco
Topic: Asset Protection Planning
Jacob Stein
Apr 10, 2004 Location: CA CPA Educ. Found. - San Francisco
Topic: Advanced Tax Planning Techniques
Jacob Stein
Apr 08, 2004 Location: CA CPA Educ. Found. - Monterey
Topic: Advanced Tax Planning Techniques
Jacob Stein
Mar 16, 2004 Location: SFV CPA Discussion Group
Topic: Advanced Planning with Partnerships
Jacob Stein
Mar 08, 2004 Location: CA CPA Educ. Found. - Monterey
Topic: Asset Protection Planning
Jacob Stein
Feb 09, 2004 Location: CA CPA Educ. Found. - Ventura
Topic: Advanced Tax Planning Techniques
Jacob Stein
Feb 06, 2004 Location: First Federal Bank - Hollywood
Topic: Choice of Entity
Jacob Stein
Jan 28, 2004 Location: CA CPA Education Found. - S.F.
Topic: Advanced Tax Planning Techniques
Jacob Stein
Dec 16, 2003 Location: SFV CPA Discussion Group
Topic: Asset Protection Techniques
Jacob Stein
Nov 11, 2003 Location: Tax Section of Pasadena Bar
Topic: Introduction to International Taxation
Jacob Stein
Nov 11, 2003 Location: Tax Section of Pasadena Bar
Topic: Introduction to International Taxation
Jacob Stein
Nov 06, 2003 Location: In-House (Woodland Hills)
Topic: Tax Planning for Real Estate Transactions
Robert Klueger & Jacob Stein
Oct 22, 2003 Location: Cal CPA Estate Planning Group
Topic: Tax Aspects of FLPs and LLCs
Jacob Stein
Oct 06, 2003 Location: Beverly Hills CPA Society
Topic: Asset Protection Techniques
Jacob Stein
Sep 19, 2003 Location: CA CPA Society Tax Section
Topic: Partnership and RE Exit Strategies
Jacob Stein
Aug 21, 2003 Location: CA CPA Education Found. - San Mateo
Topic: Advanced Tax Planning Techniques
Jacob Stein
Aug 03, 2003 Location: In-House (Woodland Hills)
Topic: Retirement Planning
Various
Aug 02, 2003 Location: In-House (Woodland Hills)
Topic: Retirement Planning
Various
Jul 30, 2003 Location: CA CPA Education Found. - San Diego
Topic: Advanced Tax Planning Techniques
Jacob Stein
Jul 17, 2003 Location: San Gabriel CPA Society
Topic: Asset Protection Techniques
Jacob Stein
Jul 16, 2003 Location: Beverly Hills CPA Society
Topic: Asset Protection Techniques
Jacob Stein
Jun 24, 2003 Location: NBI - Pasadena
Topic: Tax Issues in Estate Planning and Probate
Robert Klueger & Jacob Stein
May 28, 2003 Location: NBI - Los Angeles
Topic: Asset Protection Techniques
Jacob Stein
May 16, 2003 Location: Beverly Hills CPA Society
Topic: Introduction to International Taxation
Jacob Stein
May 06, 2003 Location: In-house (Woodland Hills)
Topic: Asset Protection Techniques
Robert Klueger & Jacob Stein
Apr 30, 2003 Location: NBI - Los Angeles
Topic: Retirement Tax Planning
Jacob Stein
Apr 11, 2003 Location: CA CPA Education Found. - Las Vegas
Topic: Advanced Tax Planning Techniques
Jacob Stein
Mar 09, 2003 Location: LAX CPA Discussion Group
Topic: Asset Protection Techniques
Jacob Stein
Feb 25, 2003 Location: SFV CPA Society
Topic: Introduction to Partnership Taxation
Jacob Stein
Feb 17, 2003 Location: Pasadena CPA Society
Topic: Introduction to International Taxation
Jacob Stein
Sep 19, 2002 Location: CA CPA Education Found. - Pasadena
Topic: Advanced Tax Planning Techniques
Jacob Stein
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CLIENT TESTIMONIAL

I had the pleasure of working with Jacob Stein in setting up a business entity for my new business. I found the experience to be absolutely positive. Jacob easily answered all my questions in an easy to understand manner, explained the most difficult legal concepts, got the work done quickly, and was very humble and respectful of my needs through the entire process. I greatly appreciate his work.

— Sunil Bhaskaran, Santa Cruz, CA

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