Seminars

Prior

National Business Institute
Eight-Hour Courses

The Use of Trusts in Asset Protection Planning, Teleconference	Juen 19, 2008
Demystifying Asset Protection Vehicles, Irvine, CA	March 13, 2008
Demystifying Asset Protection Vehicles, Los Angeles, CA	March 12, 2008
Demystifying Asset Protection Vehicles	December 10, 2007
Essential Asset Protection Techniques and Strategies	November 13, 2007
An Attorney's Guide to Asset Protection, Fresno, CA	October 1, 2007
An Attorney's Guide to Asset Protection, Oakland, CA	October 2, 2007
An Attorney's Guide to Asset Protection, Milpitas, CA	October 3, 2007
An Attorney's Guide to Asset Protection, Sacramento, CA	October 4, 2007
Asset Protection, Santa Barbara, CA	September 24, 2007
Asset Protection Techniques for the Physician Client, San Diego, CA	July 23, 2007
Advanced Estate Planning and Asset Protection Techniques, Sacramento, CA	January 11, 2007
Advanced Estate Planning and Asset Protection Techniques, San Diego, CA	January 5, 2007
Advanced Asset Protection Strategies, Milpitas, CA	October 17, 2006
Advanced Asset Protection Strategies, San Diego, CA	October 10, 2006
Advanced Asset Protection Strategies, Las Vegas, NV	September 18, 2006
Advanced Asset Protection Strategies, Phoenix, AZ	August 23, 2006
Advanced Asset Protection Strategies, Irvine, CA	June 7, 2006
Asset Protection in California: Two Points of View - From the Planning Counsel and Creditor Counsel Perspective, Los Angeles, CA	September 1996
Family Limited Partnerships in California - The Estate Planning Tool of the ‘90s, Anaheim, CA	April 1996
Asset Preservation Techniques in California - Planning Strategies to Reduce Risk and Increase Protection, Anaheim, CA	August 1995

Institute for International Research (IIR)

The 3rd Annual Family Office Management & Tax and Estate Planning Conference, Coral Gables, FL	Jan 30 - Feb 1, 2006
Advanced Tax Strategies: Optimal Tactics for Trust Establishment and Multi-Generational Estate Plans, Chicago, IL	June 6-8, 2005
Marketing to the Newly Affluent - Passing the Family Wealth on Through the Generations, San Francisco, CA	July 2001
Offshore Life Insurance & Annuities - Advance Planning Primer, Bahamas	November 2000
The 7 th Annual Family Forum - Advance Estate Planning Techniques with a Multi-Generational Focus, Chicago, IL	June 2000
Client Servicing and Marketing to the Newly Affluent - Raising Client Awareness on Protecting Newly Acquired Wealth, New York, NY	April 2000
Offshore Trust for the Private Client - Utilizing Offshore Life Insurance, Miami, FL	April 2000
Offshore Life Insurance & Annuities - From Succssful Product Design to Sophisticated Planning, Bahamas	January 2000
Offshore Life Insurance & Annuities - Entering the Offshore Annuities Market Place – a Nuts and Bolts Primer, New York	November 1999

The Seminar Group

Eight-Hour Courses

Advanced Asset Protection Strategies, Los Angeles, CA	May 25, 2006
Advanced Asset Protection Strategies, Seattle, WA	December 7, 2006

California Society of CPA’s
Discussion Groups and Technical Committees

East San Gabriel Valley Area Discussion Group, Covina, CA - The Foreign Piggy Bank: International Asset Protection Trusts	August 21, 2008
East San Gabriel Valley Area Discussion Group, Covina, CA - Death of Asset Protection & Estate Planning As We Know It	September 20, 2007
East San Gabriel Valley Area Discussion Group, Covina, CA - Advanced Asset Protection	May 18, 2006
Business Manager's Committee, Los Angeles - IDITs: Intentially Defective Insurance Trusts	May 17, 2006
Inland Empire Chapter, Taxation Committee - Multi-Generational Asset Protection Planning	December 7, 2005
Whittier Area Discussion Group - Advanced Planning Strategies	November 10, 2005
Inland Empire Chapter, Personal Financial Planning Committee - Dynamic Dynastic Estate Planning Techniques	October 19, 2005
Pasadena Area Discussion Group - The Family Tree of Life	September 26, 2005
Business Manager's Committee, Los Angeles - Planning For All Generations	September 21, 2005
Inland Empire Chapter, Victorville/Barstow Discussion Group - The Flexible/Inflexible Trust	September 1, 2005
San Gabriel Valley Discussion Group – Estate Planning in Full	June 22, 2004
West San Fernando Valley Discussion Group – Estate Planning in Full	June 22, 2004
Pasadena Discussion Group – Asset Protection Planning for IRAs	September 15, 2003
San Gabriel Valley Discussion Group – FLP Entity Integration	June 18, 2003
West San Fernando Valley Discussion Group – Asset Protecting IRAs	June 18, 2003
Hollywood/Beverly Hills Discussion Group – Offshore Investment Structures	November 9, 2001
Pasadena Discussion Group – Tax Aspects of Asset Protection Planning	October 29, 2001
Pasadena Discussion Group – Offshore Tax & Asset Protection Techniques	July 23, 2001
Hollywood/Beverly Hills Discussion Group – Asset Protection Update	September 29, 2000
Pasadena Discussion Group – Family Limited Partnerships	September 23, 1996
Long Beach Area Discussion Group – Family Limited Partnerships	February 21, 1996
San Fernando Valley Tax Workshop – Asset Preservation Planning	September 18, 1993

American Institute of CPAs (AICPA)
Eight-Hour Courses

Asset Protection Techniques – Salt Lake City, UT
Asset Protection Techniques – Jackson Hole, WY

December 5, 1995
August 25, 1995

American Association of Attorney/CPA

National Fall Meeting - Are Foreign Asset Protection Trusts Truly Tax Neutral? San Diego, CA	November 2004
National Fall Meeting - Offshore Asset Protection and Tax Planning Strategies, Austin, TX	November 2000

AICPA Continued Education Program
Eight-Hour Courses

Licensed by the AICPA and Co-Sponsored by State Societies of CPAs
(Courses Authored by Alan Eber and Presented by other speakers)

Offshore Asset Protection and Tax Planning Strategies: AZ, CO, LA, NY, OH, WA	1999-2002
Today’s Hottest Device in Estate Planning – Family Limited Partnerships : OR, AL, GA, IL, MN, SC, IA, DC, TN, SD, VA, UT, LA, KY, WA, MT, IN, OK, OH, KS, NV, NJ, WI, AR, RI, NC	1996-1999

Arizona Society of CPAs
Eight-Hour Courses

Asset Protection Techniques	July 16, 1996
Asset Protection Techniques	August 3, 1995

California CPA Education Foundation
Eight-Hour Courses/Conferences

Personal Offshore Strategies for Asset Protection and Tax Planning – Burbank	November 2, 2001
Personal Offshore Strategies for Asset Protection and Tax Planning – San Francisco	September 20, 2001
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	January 17, 2001
Offshore Strategies for Asset Protection and Tax Planning	November 1, 2000
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	October 20, 2000
Offshore Strategies for Asset Protection and Tax Planning	September 27, 2000
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	September 26, 2000
Protecting and Preserving Wealth in the Next Millennium	December 14, 1999
International Tax Conference	November 10-11, 1999
Tax Strategies for the High Income Individual	October 19-20, 1999
Protecting and Preserving Wealth in the Next Millennium	October 8, 1999
Protecting and Preserving Wealth in the Next Millennium	September 14, 1999
Protecting and Preserving Wealth in the Next Millennium	June 1, 1999
Tax Strategies for the High Income Individual	November 6, 1998
Tax Strategies for the High Income Individuall	November 3, 1998
Tax Strategies for the Closely Held Business	November 2, 1998
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	August 26, 1998
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	July 16, 1998
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	July 6, 1998
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	May 21, 1998
Personal Offshore Strategies for Asset Protection and Tax Planning	December 3, 1997
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	December 2, 1997
Personal Offshore Strategies for Asset Protection and Tax Planning	November 21, 1997
International Tax Conference	November, 6 1997
International Tax Conference	November 5, 1997
International Tax Conference	October 23, 1997
Tax Strategies for the High Income Individual	October 22, 1997
Tax Strategies for the High Income Individual	October 21, 1997
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	October 9, 1997
Personal Offshore Strategies for Asset Protection and Tax Planning	September 25, 1997
Personal Offshore Strategies for Asset Protection and Tax Planning	September 11, 1997
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	September 11, 1997
Personal Offshore Strategies for Asset Protection and Tax Planning	June 26, 1997
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	June 17, 1997
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	June 6, 1997
Personal Offshore Strategies for Asset Protection and Tax Planning	January 7, 1997
Asset Protection Workshop	December 17, 1996
Asset Protection Workshop	December 10, 1996
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	December 9, 1996
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	December 2, 1996
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	November 27, 1996
Advanced Asset Protection Workshop	November 6, 1996
Advanced Asset Protection Workshop	October 30, 1996
Offshore Strategies for Asset Protection and Tax Planning	October 28, 1996
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation	October 21, 1996
Offshore Strategies for Asset Protection and Tax Planning	October 8, 1996
CPA Services for Medical Practices Conference	October 3, 1996
CPA Services for Medical Practices Conference	October 2, 1996
Asset Protection Techniques: Preserving Wealth	September 16, 1996
Offshore Strategies for Asset Protection and Tax Planning	September 11, 1996
Offshore Strategies for Asset Protection and Tax Planning	August 21, 1996
Advanced Asset Protection Workshop	August 6, 1996
Asset Protection Techniques: Preserving Wealth	January 27, 1996
Asset Protection Techniques – Woodland Hills	October 19, 1995
Asset Protection Techniques – LAX	September 6, 1995
Asset Protection Techniques – San Francisco	August 18, 1995
Asset Protection Techniques – Pasadena	August 10, 1995
Asset Protection Techniques – San Diego	July 18, 1995
Asset Protection Techniques – Lake Tahoe	June 13, 1995
Asset Protection Techniques – San Diego	January 20, 1995
Asset Protection Techniques – Costa Mesa	January 19, 1995
Asset Protection Techniques – San Bernardino	December 2, 1994
Asset Protection Techniques – Burbank	December 1, 1994
Asset Protection Techniques – Woodland Hills	November 17, 1994
Asset Protection Techniques – Santa Barbara	November 10, 1994
Asset Protection Techniques – San Jose	October 21, 1994
Asset Protection Techniques – Ontario	October 20, 1994
Asset Protection Techniques – Universal City	September 22, 1994
Asset Protection Techniques – Monterey	August 24, 1994
Asset Protection Techniques – Beverly Hills	June 29, 1994
Asset Protection Techniques – San Diego	June 27, 1994
Asset Protection Techniques – Lake Tahoe	June 14, 1994
Asset Protection Techniques – San Francisco	May 27, 1994
Asset Protection Techniques – Costa Mesa	May 10, 1994

Cal State University, Los Angeles

Beyond Basic Estate Planning	October 8, 2005
Multi-Generational Asset Protection Planning	August 6, 2005
Annual Institute of Estate Planning and Asset Protection - Integrating Domestic and International Asset Protection Strategies	2004
Accounting & Tax Programs – Spring Update - Asset Protection and Tax Planning Strategies – Overview	2003
Accounting & Tax Programs – Winter Update - Today’s Hottest Asset Protection and Tax Planning Strategies	2001
Annual Institute of Estate Planning and Asset Protection - Protecting and Preserving Wealth into the Next Millennium	1999
Annual Institute of Estate Planning and Asset Protection - Personal Tax Savings Through Offshore Tax Planning	1998
Annual Institute of Estate Planning and Asset Protection - Offshore Tax Planning & Asset Protection Strategies	1997
21 st Annual Estate Planning Institute - Asset Protection Techniques	1996
20 th Annual Estate Planning Institute - Asset Protection Techniques	1995

Estate Planning Councils

Citrus Estate Planning Council, Azusa, CA - The Flexible/Inflexible Trust	December 6, 2005
Ventura County, Oxnard, CA - Multi Generational Asset Protection Planning	September 21, 2005
Warner Center , CA	1997
Desert, CA	1996
Santa Barbara , CA	1998
Century City , CA	1992
Southern California Estate Planning Forum	1992

Financial Planning Association
Local Chapters

Baldwin Park, CA - Asset Protection Strategies: Domestic Trusts	November 28, 2007
Thousand Oaks, CA - Domestic Trusts	July 20, 2007
Granada Hills	March 8, 2007
San Bernardino	October 25, 2006
San Gabriel Valley	1993 & 2003
Ventura Chapter,	1993 & 1996
San Fernando Valley	1993
San Bernardino/Riverside	1993

Financial Planning Association
National and Regional Conferences

Southern California Financial Planning Conference - Tax Planning with Stock Options, San Diego, CA	2001
National Success Forum - Tax Savings for Investment Portfolios through the use of an Offshore Life Insurance Wrapper, San Antonio, TX	1999
Southern California Financial Planning Conference- Pragmatic Approach to Asset Protection Planning, Palm Desert, CA	1994

IBC USA Conferences Inc.

Annual Forum on Offshore Life Insurance Planning - Creative Planning for US Individuals, Bahamas

October 21, 1999

Lorman Education Services
Eight-Hour Courses

Trust Administration, Oakland, CA	June 25, 2008
Trust Administration in California	June 21, 2007
Asset Protection In California, Santa Ana, CA	April 28, 2006
Offshore Strategies for Asset Protection and Tax Benefits, Los Angeles, CA	November 1999
Asset Protection Planning, Los Angeles, CA	May 1998
Asset Protection Planning, Los Angeles, CA	May 1997
Offshore Strategies for Asset Protection and Tax Benefits, Los Angeles, CA	March 1997
Asset Protection Planning, Los Angeles, CA	August 1996

Medical Field

General Topics: Preventing Lawsuits and Protecting Assets
Torrance Memorial Hospital, Torrance	1995
Doctor Hospital, Santa Ana	1995
San Bernardino Community Hospital	1995
Holy Cross Medical Center	1995
Greater El Monte Community Hospital	1994
Terrace Plaza Medical Center, Baldwin Park	1994
Pomona Valley Medical Center, Pomona	1994
Orange County Community Hospital, Buena Park	1994
Monterey Park Hospital, Monterey Park	1994
Martin Luther Hospital, Anaheim	1994
Huntington Beach Medical Center	1994
Chapman General Hospital, Orange	1994
Corona Regional Medical Center (x3)	1994
Canyon Springs Hospital, Cathedral City	1994
Saint John’s Hospital, Santa Monica	1993
Panorama City Community Hospital	1993
Midway Hospital, Los Angeles	1993
Pine Grove Hospital, Canoga Park	1993
John F. Kennedy Memorial Hospital, Indio	1993
Broatman Medical Center, Culver City	1993
Bellflower Medical Center, Bellflower	1993
Barlow Respiratory Hospital, Los Angeles	1993
East Los Angeles Hospital	1993
Western Medical Center, Anaheim	1993

New York State Society of CPAs
Eight-Hour Courses

Offshore Strategies for Asset Protection and Tax Planning - Westchester	July 16, 1999
Offshore Strategies for Asset Protection and Tax Planning - Nassau	July 15, 1999

Real Estate Investor's Club

San Fernando Valley Chapter - Safeguarding Real Estate Assets	November 2, 2005
Glendale Chapter, Homes and Unit Network - Asset Protecting Real Estate	October 22, 2005

Schools

Pierce College , CA - Protecting Your Hard Earned Wealth from Lawsuits and Excessive Taxes	June 1996
Cal State University , Dominguez Hills - Planning Beyond the Living Trust	December 1994

The Center for Professional Education
Eight-Hour Courses

Offshore Strategies for Asset Protection and Tax Benefits	1999
- San Diego, CA	1999
- Pasadena, CA	1999
- Irvine, CA	1999
- Santa Clara, CA	1999
Offshore Strategies for Asset Protection and Tax Benefits	1998
- Irvine, CA	1998
- Santa Clara, CA (x2)	1998
- San Francisco, CA	1998
- Los Angeles, CA	1998
- San Jose, CA	1998
- Walnut Creek, CA	1998
Offshore Strategies for Asset Protection and Tax Benefits	1997
- Irvine, CA (x2)	1997
- Woodland Hills, CA (x2)	1997
- Sacramento, CA	1997
- San Francisco, CA	1997
- New York, NY (x2)	1997
- Saddle Brook, NJ	1997
- Philadelphia, PA	1997

The CPA Law Forum

Palm Desert/Coachella Valley Area, CA - Dynamic Dynastic Estate Planning Techniques	January 18, 2006
Pasadena , CA	July 28, 2005
Los Angeles , CA	July 27, 2005
Palm Desert , CA (x4)	1995-2001
Ventura , CA	1996
Santa Ana , CA	1995
Glendale , CA	1993

Washington State Society of CPAs
Eight-Hour Course

Offshore Strategies for Asset Protection and Tax Planning

September 16, 1999

Other Professional Groups

American Cancer Society - Palm Desert
Lancaster Bar Association
IDS Financial Services Oxnard
IDS Financial Services Glendora
Small Business Development Center Torrance

Seminars

Prior

National Business Institute
Eight-Hour Courses

Institute for International Research (IIR)

The Seminar Group

California Society of CPA’s
Discussion Groups and Technical Committees

American Institute of CPAs (AICPA)
Eight-Hour Courses

American Association of Attorney/CPA

AICPA Continued Education Program
Eight-Hour Courses

Arizona Society of CPAs
Eight-Hour Courses

California CPA Education Foundation
Eight-Hour Courses/Conferences

Cal State University, Los Angeles

Estate Planning Councils

Financial Planning Association
Local Chapters

Financial Planning Association
National and Regional Conferences

IBC USA Conferences Inc.

Lorman Education Services
Eight-Hour Courses

Medical Field

New York State Society of CPAs
Eight-Hour Courses

Real Estate Investor's Club

Schools

The Center for Professional Education
Eight-Hour Courses

The CPA Law Forum

Washington State Society of CPAs
Eight-Hour Course

Other Professional Groups

FREE Asset
Protection Ebook!
($40 Value)

when you subscribe to
our free newsletter:

Protecting Your
Assets with
Alan Eber®

Includes:
Free Video Webcasts,
Asset Protection Tips,
Discounted Services,
& More

DOWNLOAD NOW!

Seminars

Prior

National Business Institute Eight-Hour Courses

Institute for International Research (IIR)

The Seminar Group

California Society of CPA’s Discussion Groups and Technical Committees

American Institute of CPAs (AICPA) Eight-Hour Courses

American Association of Attorney/CPA

AICPA Continued Education Program Eight-Hour Courses

Arizona Society of CPAs Eight-Hour Courses

California CPA Education Foundation Eight-Hour Courses/Conferences

Cal State University, Los Angeles

Estate Planning Councils

Financial Planning Association Local Chapters

Financial Planning Association National and Regional Conferences

IBC USA Conferences Inc.

Lorman Education Services Eight-Hour Courses

Medical Field

New York State Society of CPAs Eight-Hour Courses

Real Estate Investor's Club

Schools

The Center for Professional Education Eight-Hour Courses

The CPA Law Forum

Washington State Society of CPAs Eight-Hour Course

Other Professional Groups

FREE Asset Protection Ebook! ($40 Value)

when you subscribe to our free newsletter:

Protecting Your Assets with Alan Eber®

Includes: Free Video Webcasts, Asset Protection Tips, Discounted Services, & More

DOWNLOAD NOW!

National Business Institute
Eight-Hour Courses

California Society of CPA’s
Discussion Groups and Technical Committees

American Institute of CPAs (AICPA)
Eight-Hour Courses

AICPA Continued Education Program
Eight-Hour Courses

Arizona Society of CPAs
Eight-Hour Courses

California CPA Education Foundation
Eight-Hour Courses/Conferences

Financial Planning Association
Local Chapters

Financial Planning Association
National and Regional Conferences

Lorman Education Services
Eight-Hour Courses

New York State Society of CPAs
Eight-Hour Courses

The Center for Professional Education
Eight-Hour Courses

Washington State Society of CPAs
Eight-Hour Course

FREE Asset
Protection Ebook!
($40 Value)

when you subscribe to
our free newsletter:

Protecting Your
Assets with
Alan Eber®

Includes:
Free Video Webcasts,
Asset Protection Tips,
Discounted Services,
& More