Ed Morrow
April 25, 2018 3:00 PM EDT - 4:00 PM EDT ET
INGs and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) – Not Just for State Income Tax Avoidance: How Tax Reform Makes “INGs” and “SLANTs” Even More Powerful
More Info
Frank Cordero
April 26, 2018 1:00 PM ET - 2:00 PM ET ET
Title Section 1202's Impact on the Important Choice of Entity Factors Advisors Need To Consider in a 21% Corporate Rate Environment
More Info
|
|
|
Ed Morrow and Marty Shenkman
April 26, 2018 3:00 PM EDT - 4:00 PM EDT ET
Non-Grantor Trusts (including INGs and SLANTs): Avoiding State Income Tax, Including New York City and State, and Avoiding "Source Income"
More Info
Cynthia D.M. Brown
April 27, 2018 3:00 PM EDT - 4:00 PM EDT ET
Discretionary Distribution Standards: Balancing Duty and Need
More Info
Jonathan Gopman
May 1, 2018 2:00 PM EDT - ET
Expatriation Planning & Citizenship by Investment
More Info
Bob Keebler
May 2, 2018 3:00 PM EDT - ET
Understanding Section 199A – Creating a Solid Foundation
More Info
Bob Keebler
May 3, 2018 3:00 PM EDT - 4:30 PM EDT ET
Class One: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
Prelude with Bob Keebler
More Info
Steve Oshins
May 9, 2018 3:00 PM EDT - 4:30 PM EDT ET
Class Two: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::
Steve Oshins Wednesday May 9th Class - Integrating State Income Tax Planning for Trusts and Asset Protection Planning into Your Practice
More Info
Bob Keebler
May 11, 2018 1:00 PM ET 2:30 PM ET ET
Class Three: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
More Info
Paul Hood
May 11, 2018 3:00 PM EDT 4:00 PM EDT ET
Common Errors in Business Valuation Reports: What Advisors Need To Look For
More Info
Martin Shenkman
May 16, 2018 ET
Class Four: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::
Martin Shenkman Wednesday May 16th - Advanced Income Tax Ideas, Decanting, Reformations, Fiduciary Income Tax Strategies that Work and Action Steps to Move Forward
More Info
Bob Keebler
May 16, 2018 1:00 PM EDT - ET
Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709
More Info
Cynthia D.M. Brown and Todd A. Flubacher
May 18, 2018 3:00 PM EDT - 4:00 PM EDT ET
The Directed Trust Model
More Info
|
|
Steve Leimberg and Bob Keebler
May 24, 2018 3:00 PM EDT - 4:30 PM EDT ET
Class Five: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
Steve Leimberg and Bob Keebler - Marketing Your Practice in a Brave New World
More Info
Larry Brody
May 31, 2018 3:00 PM EDT - 4:00 PM EDT ET
Private Part 1: Premium Funding: What To Do With Pre-Final Regulation Split Dollar Arrangements
More Info
Cynthia D.M. Brown
June 8, 2018 3:00 PM EDT - 4:00 PM EDT ET
Expense Payments: What do you Need to Know Before You Pay?
More Info
Larry Brody
June 14, 2018 3:00 PM EDT - 4:00 PM EDT ET
Part 2:Private Premium Funding: Commonly Used Post-Final Regulation Economic Benefit Regime Techniques
More Info
Alan Gassman
June 21, 2018 3:00 PM EDT - 4:30 PM EDT ET
Asset Protection Opportunities You May Not Know Abo
More Info
Larry Brody
June 22, 2018 3:00 PM EDT - 4:00 PM EDT ET
Part 3:Private Premium Funding: Commonly Used Post-Final Regulation Loan Regime Techniques
More Info
Alan Gassman
June 28, 2018 3:00 PM EDT - 4:30 PM EDT ET
Asset Protection for Businesses and Their Owners
More Info