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 |