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Bob Keebler

June 20, 2019 1:00 PM EDT - 2:30 PM EDT ET

The End is NEAR for Stretch IRA - How to SIMULATE the BENEFITS for your clients.- A Special Re-Broadcast

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Bob Keebler

June 20, 2019 3:00 PM EDT - 4:30 PM EDT ET

Mathematics of Portability: Wealthy Clients: Tax Issues, Portability & taking advantage of the increased exemptions, and other crucial estate document provisions to ensure optimum planning for high net worth clients.

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Andy DeMaio

June 21, 2019 1:00 PM EDT 2:00 PM ET ET

Practical Estate Planning for Digital Assets under RUFADAA - A Special Re-Broadcast

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Bob Keebler and Michael Geeraerts

June 21, 2019 3:00 PM EDT - 4:30 PM ET ET

TOP INCOME TAX PLANNING OPPORTUNITIES For 2019

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Brandon Ketron, Christopher J. Denicolo and Kenneth J. Crotty

June 27, 2019 3:00 PM EDT - 4:30 PM EDT

Estate Planning Mathematics and How It Impacts Strategy Selection and Use

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Steve Oshins

June 28, 2019 3:00 PM EDT - 4:30 PM EDT

2019 Dynasty Trust Update: For Attorneys, Accountants and Financial Advisors

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Steve Oshins

August 09, 2019 3:00 PM EDT - 4:30 PM EDT

Estate Planning for Large Estates

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Howard Zaritsky, Marty Shenkman, Sandy Glazier

August 23, 2019 1:00 PM EDT - 2:30 PM EDT

Defensive Practices Because Nothing Is Safe: How Practitioners in All Fields Can Be Safer and Reduce Malpractice Risks

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