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Christopher Denicolo, Ed Morrow and Brandon Ketron
December 20, 2018 1:00 PM EDT - 2:30 PM EDT ET
10 Biggest IRA-Trust Mistakes - A Special Re-Broadcast
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Bob Keebler and Michael Geeraerts
December 21, 2018 1:00 PM EDT - 2:30 PM ET ET
Finding the 199A Sweet Spot
A Special Re-Broadcast
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Bob Keebler
December 21, 2018 3:00 PM EDT - 4:30 PM EDT ET
Tax Planning for Selling a Business
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Bob Keebler and Michael Geeraerts
December 27, 2018 3:00 PM EDT - 4:30 PM ET ET
199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End _ A Special Re-Broadcast
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Bob Keebler
December 28, 2018 3:00 PM EDT - 2:30 PM EDT ET
Bob Keebler Reviews the Final 199A Regulations
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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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Steve Oshins
January 8, 2019 3:00 PM EDT - 4:30 PM EDT ET
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique
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Bob Keebler
January 10, 2019 3:00 PM EDT - 4:30 PM EDT ET
GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting
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Howard Zaritsky
January 11, 2019 3:00 PM ET - 4:30 PM ET ET
2018 -- A Year to Remember, Forget, Worry About? A Review of Income, Estate, Gift & GST Tax Developments from the Past 13 Months
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Bob Keebler
January 17, 2019 3:00 PM EDT - 4:30 PM EDT ET
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
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Jay Adkisson
January 24, 2019 3:00 PM EDT - 4:00 PM EDT ET
The Current State of 831(b) Captives
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Marty Shenkman
January 25, 2019 1:00 PM EDT - 2:30 PM EDT ET
Marty Shenkman's Notes from the Proceedings of the 53rd Heckerling Institute on Estate Planning
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Bob Keebler
January 31, 2019 3:00 PM EDT - 4:30 PM EDT ET
What Advisors Need to Know about Cost Segregation
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