Jacob Stein and Robert Klueger teach over 30 seminars a year on the subjects of tax planning, asset protection and choice of entity.
| Upcoming Seminars | |||
| Date | Topic | Speaker | Location |
| 2009-08-27 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Sacramento |
| 2009-08-28 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - Sacramento |
| 2009-09-01 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Pasadena |
| 2009-10-20 | Asset Protection | Jacob Stein | CPA Education Foundation - San Jose |
| 2009-10-21 | Asset Protection | Jacob Stein | Stanislaus County EP Council |
| 2009-11-18 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - Orange County |
| 2009-12-10 | Asset Protection | Jacob Stein | CPA Education Foundation - Oakland |
| 2009-12-14 | Asset Protection | Jacob Stein | CPA Education Foundation - Woodland Hills |
| 2010-01-06 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - LAX area |
| 2010-01-25 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-01-26 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| Past Seminars | |||
| Date | Topic | Speaker | Location |
| 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 |
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