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February 2019
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  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
  Asset Protection Planning
  Charitable Planning
  Multiple Categories
April 2019
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Event Date / Time Category
Florida Tax Institute March, 1 / No Time Multiple Categories
This 3-day conference for tax practitioners features cutting edge topics presented by renowned experts.

The Best Retirement and Estate Plans for March, 20 / 9:00 AM - 4:30 PM Multiple Categories
This is a retirement planning workshop focusing on both classic and new strategies to get the most out of your IRAs and retirement plans.

How to Close An Estate March, 28 / 9:00 AM - 12:30 PM Estate Planning
Learn the basics about how to close an estate in Pennsylvania.

Properly Preparing the Form 706 Estate T March, 1 / 3:00 PM - 4:30 PM Estate Planning
In this second of a two-part program, Bob Keebler provides in-depth guidance on preparing the estate tax return.

199A for Insurance Producers March, 15 / 3:00 PM - 4:30 PM Multiple Categories
By attending this webinar, you will learn: • The basics of section 199A and how the deduction is calculated. • What a specified service business is and why it matters. • How insurance agents and brokers are classified under the final treasury regulations and if insurance agents and brokers fall under the specified service business classification, which could result in no 199A deduction if taxable income is too high. • What the 199A deduction ramifications are when insurance agents provide financial services in conjunction with selling insurance products. • How being a statutory employee may impact the analysis.

EMERGING TRENDS AND CHANGING LAWS IN TAX March, 19 / 12:00 PM - 1:00 PM Estate Planning
This webinar will explore evolving trends and changing laws in tax and estate planning.

HARVESTING PATTERNS FOR TAX-EFFICIENT RE March, 28 / 12:00 PM - 1:00 PM Multiple Categories
This webinar will help advisors learn how to identify which accounts clients should withdrawal from, and when, in order to make better decisions about their retirement strategy.

What CPAs and Financial Planners Should March, 29 / 3:00 PM - 4:30 PM Multiple Categories
This is a survey course on the intergenerational transfer of property - focusing on what the CPA should know about trusts and estates.

2019 NING Trust Update: Saving Significa March, 22 / 3:00 PM - 4:30 PM Multiple Categories
The SALT deduction now limits the deductibility of state & local taxes paid to only $10,000 per year. This relatively recent change in the law has made state income tax planning arguably the most important area of practice. The stakes are much, much higher for our clients who pay large amounts of state income taxes because their deductibility is now so limited. To combat this problem, practitioners often use a Nevada Incomplete Gift Non-Grantor Trust, also commonly known as a NING Trust. Join nationally-known estate planning attorney Steve Oshins as he explains the state income tax problem and how and why a NING Trust works to solve the problem. Whether you’re an attorney, an accountant, a trust officer or a financial planner, it is crucial for you to attend this very important webinar. In total, you will have 90 minutes of exciting, informative discussion.