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Current Category: Practice Management after TCJA


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Marty Shenkman

February 08, 2018 3:00 PM EDT - 4:30 PM EDT ET

Marty Shenkman's notes from the proceedings at the Heckerling Institute on Estate Planning

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Jonathan Blattmachr, Martin Shenkman and Joy Matak

February 02, 2018 3:00 PM EDT - 4:00 PM EDT ET

Tax Cuts and Jobs Act: New Insights on Estate Planning with Jonathan Blattmachr, Martin Shenkman & Joy Matak

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Bob Keebler

January 25, 2018 3:00 PM EDT - 5:00 PM EDT ET

Tax Reform - The Final Edition: UPDATED for January: 2 hours: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning

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Bob Keebler

December 21, 2017
Part 1
3:00 PM EDT - 4:00 PM ET
Part 2
4:10 PM ET - 5:00 PM ET
ET

Tax Reform - The Final Edition: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning

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Marty Schenkman and Steve Leimberg

October 20, 2017 12:00 PM EDT - 1:00 PM EDT ET

Estate and Financial Planning Nuggets for a Time of Turmoil!

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Bob Keebler

October 06, 2017 1:00 PM EDT - 2:00 PM EDT ET

Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:Including New Developments.

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Bob Keebler

May 22, 2017 3:00 PM EDT - 4:00 PM EDT ET

"The Trump Tax Plan: The Implications of Rate Reduction & Entity Planning"

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Bob Keebler

May 01, 2017 3:00 PM EDT - 4:00 PM EDT ET

"The Trump Tax Plan"

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