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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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Bruce Steiner

January 18, 2019 3:00 PM EDT - 4:30 PM EDT ET

Roth Conversions: Everything the Sophisticated Advisor Needs to Know

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Bob Keebler

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

Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709 - A Special Re-Broadcast

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Jay Adkisson

January 24, 2019 3:00 PM EDT - 4:00 PM EDT ET

831(b) Captive Insurance State of the Union with Jay Adkisson

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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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Michael Geeraerts

February 1, 2019 1:00 PM EDT - 2:30 PM ET ET

The First 199A Tax Filing Season Is Coming: What Advisers Should Know

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Steve Oshins

February 8, 2019 3:00 PM EDT - 4:30 PM EDT ET

Steve Oshins: 2019 Trust Decanting Update

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Steve Oshins

February 22, 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

February 28, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return, Part 1 of a A Two-Part Series

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Bob Keebler

March 1, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return, Part 2 of a A Two-Part Series

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