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Paul Hood

November 15, 2018 4:00 PM EDT - 5:30 PM ET ET

Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses:

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Bob Keebler

November 15, 2018 2:00 PM EDT - 3:30 PM EDT ET

199A and Specified Service Businesses

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Alan Gassman

November 16, 2018 3:00 PM EDT - 4:30 PM EDT ET

Dynamic Planning Strategies for the Well Informed Advisor

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Bob Keebler and Michael Geeraerts

November 29, 2018 1:00 PM EDT - 2:30 PM ET ET

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End

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Paul Hood

November 29, 2018 3:00 PM EDT 4:30 PM EDT ET

Tour of Estate/Charitable Planning Tools & Techniques-From Meat & Potatoes To Cutting Edge

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Bob Keebler

November 30, 2018 1:00 PM EDT - 2:30 PM EDT ET

Do's and Don'ts of 199A Planning

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Chuck Rubin

November 30, 2018 3:00 PM ET - 4:30 PM EDT ET

Florida Homestead Law Made Easy – Well, At Least Easier

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Bob Keebler

December 6, 2018 1:00 PM EDT - 2:30 PM EDT ET

An Estate and Income Tax Planning Perspective on the Tax Cuts and Jobs Act, a Special 2-for-1 Offer

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Paul Hood

December 6, 2018 3:00 PM EDT 4:30 PM EDT ET

Planning for the Surviving Spouse

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Alan Gassman, Chris Denicolo

December 7, 2018 3:00 PM EDT - 4:30 PM EDT ET

10 Biggest IRA-Trust Mistakes

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James P. Weller, JD, LL.M

December 13, 2018 3:00 PM EDT - 4:30 PM EDT ET

A Deep Dive into the Proposed Regulations for Qualified Opportunity Funds: What Surfaced and What Didn’t

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Bob Keebler

December 14, 2018 3:00 PM EDT - 4:30 PM EDT ET

Year-End Proactive Planning Ideas

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Bob Keebler

December 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

Choice of Entity Planning

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Bob Keebler

December 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Seliing a Business

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Mike Jones

January 4, 2019 3:00 PM EDT - 4:30 PM ET ET

Significant Recent Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

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