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This page is a list of all of our upcoming teleconferences. If you are looking for a teleconference that has already passed, you can browse through our Past Teleconferences available for purchase.
February 2012
March 2012
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Gift Tax Returns: Traps & Tips for Practitioners Heading Into Filing Season
Speaker: Martin M. Shenkman, J.D., CPA, MBA
Date: Wednesday, March 14th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Successful Initial Client Interview & Appointment Closing Tips
Speaker: Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC, CA State Bar Certified Specialist
Date: Wednesday, March 21st
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Recent Developments in Estate Planning: Special Traps and Tips to Avoid Them
Speaker: Martin M. Shenkman, J.D., CPA, MBA
Date: Tuesday, March 27th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Robert Keebler's Monthly Update Call
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, March 29th
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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April 2012
May 2012
June 2012
July 2012
August 2012
September 2012
October 2012
November 2012
December 2012
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The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.
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