Recently Held Teleconferences
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Advanced-Level Estate Planning
Asset Protection Planning
Basic Estate Planning
Estate Tax Planning
Financial Planning
Income Tax Planning
IRA Planning
Life Insurance Planning
Practice-Building
Retirement Benefit Planning
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Thomas D. Begley, Jr., Esq.
Jan Copley, Esq.
Bruce Givner, Esq.
Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Robert S. Keebler, CPA, MST, AEP (Distinguished)
Marshal A. Oldman, Esq.
Steven J. Oshins, Esq.
Martin M. Shenkman, J.D., CPA, MBA
Recently Held Teleconferences
Advanced Estate Tax & Asset Protection Planning in 2012
Speaker: Steven J. Oshins, Esq.
Held on February 9, 2012
Running a Profitable Basic Estate Planning Practice in 2012
Speaker: Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC, CA State Bar Certified Specialist
Held on February 7, 2012
Income Tax & Retirement Benefit Planning in 2012
Speaker: Robert S. Keebler, CPA, MST, AEP
Held on February 2, 2012
How to Get Paid a Fair Price for What You Do
Speaker: Jan Copley, Esq.
Held on January 26, 2012
The ABC's of ILITs
Speaker: Steven J. Oshins, Esq.
Held on January 24, 2012
Past Teleconferences Sorted by Topic (from A-Z)
Advanced-Level Estate Planning
Advanced Estate Tax & Asset Protection Planning in 2012
Domestic Asset Protection Trusts: Combining It with a Double LLC for Maximum Creditor Protection
The ABC's of ILITs
Tax Planning for Concentrated, Low-Basis Stock Positions
What's So Special About Special Needs Trusts?
Asset Protection Planning
Advanced Estate Tax & Asset Protection Planning in 2012
Asset Protection Other than Self-Settled Asset Protection Trusts: What Else to Do to Frustrate Creditors
Dynasty Trusts: Protecting Wealth from Estate Taxes and Creditors for Multiple Generations
Basic Estate Planning
Running a Profitable Basic Estate Planning Practice in 2012
Trust Litigation Series (Part 1): Avoiding the Critical Malpractice Issues
Trust Litigation Series (Part 2): Proper Defense of the Trustee
Trust Litigation Series (Part 3): How to Handle Family Disputes
Estate Tax Planning
Advanced Estate Tax & Asset Protection Planning in 2012
Financial Planning
No programs at this time.
Income Tax Planning
How to Be a 1040 Diagnostician
How to Read a 1040 for Fun and Profit
Income Tax & Retirement Benefit Planning in 2012
IRA Planning
No programs at this time.
Life Insurance Planning
The ABC's of ILITs
The 22 Overlooked Uses of Life Insurance (and ILITs)
Using High Cash Value Life Insurance as an Additional Asset Class
Practice-Building
How to Get Paid a Fair Price for What You Do
Running a Profitable Basic Estate Planning Practice in 2012
Successful Referral Relationships that Actually Work!
Retirement Benefit Planning
Income Tax & Retirement Benefit Planning in 2012
Retirement Distribution Strategies to Help Retirement Assets Last a Lifetime
Past Teleconferences Sorted by Speaker
Teleconferences by Thomas D. Begley, Jr., Esq.
What's So Special About Special Needs Trusts?
Teleconferences by Jan Copley, Esq.
How to Get Paid a Fair Price for What You Do
Teleconferences by Bruce Givner, Esq.
No programs at this time.
Teleconferences by Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist
How to Read a 1040 for Fun and Profit
Running a Profitable Basic Estate Planning Practice in 2012
Successful Referral Relationships that Actually Work!
The 22 Overlooked Uses of Life Insurance (and ILITs)
Teleconferences by Robert S. Keebler, CPA, MST, AEP
How to Be a 1040 Diagnostician
Income Tax & Retirement Benefit Planning in 2012
Retirement Distribution Strategies to Help Retirement Assets Last a Lifetime
Tax Planning for Concentrated, Low-Basis Stock Positions
Teleconferences by Marshal A. Oldman, Esq.
Trust Litigation Series (Part 1): Avoiding the Critical Malpractice Issues
Trust Litigation Series (Part 2): Proper Defense of the Trustee
Trust Litigation Series (Part 3): How to Handle Family Disputes
Teleconferences by Steven J. Oshins, Esq.
Advanced Estate Tax & Asset Protection Planning in 2012
Domestic Asset Protection Trusts: Combining It with a Double LLC for Maximum Creditor Protection
The ABC's of ILITs
Asset Protection Other than Self-Settled Asset Protection Trusts: What Else to Do to Frustrate Creditors
Dynasty Trusts: Protecting Wealth from Estate Taxes and Creditors for Multiple Generations
Using High Cash Value Life Insurance as an Additional Asset Class
Teleconferences by Martin M. Shenkman, J.D., CPA, MBA
No programs at this time. |