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Lee Slavutin & Bob Keebler

July 20, 2018 12:00 PM EDT - 1:30 PM EDT ET

Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act

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Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

July 26, 2018 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- A Re-Broadcast. Click to Listen to Steve Oshins description

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Bob Keebler

August 2, 2018 3:00 PM EDT - 4:30 PM EDT ET

Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks

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Bob Keebler

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

Important Webinar Event: Bob Keebler Reviews the New 199A Regulations

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Steve Oshins

August 09, 2018 3:00 PM EDT - 4:00 PM EDT

Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart

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Bob Keebler

August 10, 2018 3:00 PM EDT - 4:30 PM EDT

Understanding and Completing Form 706

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Paul Hood

August 16, 2018 3:00 PM EDT -

Estate Planning for Qualified Retirement Plans and IRA’s

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Bob Keebler

August 17, 2018 3:00 PM EDT - 4:30 PM EDT

What the Financial Professional Really Needs to Know About Tax Reform

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Bob Keebler

August 24, 2018 3:00 PM EDT - 4:00 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return

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Jonathan Gopman and Paul D'Alesandro

September 6, 2018 3:00 PM EDT 4:00 PM ET ET

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 1

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Larry Brody & Steve Leimberg

September 13, 2018 3:00 PM EDT ET

Transfer for Value – The Thorn on the Rose

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Larry Brody & Steve Leimberg

September 14, 2018 3:00 PM EDT ET

Transfer for Value – Transactional Analysis

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Steve Leimberg & Linas Sudzius:

September 19, 2018 3:00 PM EDT ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 1: Who Gets the Life Insurance Money After a Divorce?

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Alan Gassman

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

What Estate and Tax Planners Need to Know About Bankruptcy

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Cynthia D.M. Brown

September 21, 2018 3:00 PM ET - 4:00 PM ET ET

EXPENSE PAYMENTS: WHAT SHOULD A TRUSTEE KNOW BEFORE THEY PAY? HOW SHOULD THE EXPENSES BE ALLOCATED?

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Steve Leimberg & Linas Sudzius:

September 26, 2018 3:00 PM EDT ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 2: What Are the Beneficiary Best Practices Before, During and After Divorce?

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Jonathan Gopman and Paul D'Alesandro

September 27, 2018 3:00 PM EDT 4:00 PM ET ET

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 2

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Andy DeMaio

October 12, 2018 3:00 PM EDT 4:00 PM ET ET

Practical Estate Planning for Digital Assets under RUFADAA

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