The Top 20 Seminar Marketing Mistakes People Make (Part 2 of 2)

Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Marketing – – particularly seminar marketing – – has come up quite a bit in recent weeks. From our May Ultimate Level event, to list serve discussions, to people randomly contacting me. It prompted me that perhaps it was time to take a break from the usual practice-building topic and put together an article on seminar marketing. Over the years, seminar presentations sure have evolved, from overhead transparencies, to slide carousel projectors to laptops and LCD…

Five Outstanding Questions in the Estate Planning Industry and the Odds That They Will Happen

Download Printable Article By Steven J. Oshins Esq., AEP (Distinguished) There are always a number of outstanding questions in the estate planning industry, many of which are talked about over and over, seemingly at every large conference and on various listservs.  Internet bloggers write about these questions, often making bold statements that sometimes come true, but in most cases turn out to be false. This article seeks to highlight some of these questions and posts the odds of them happening in this author’s opinion.  The list is posted in order of those which are most likely to happen in 2016,…

Drowning in E-mail? Tips to Save Time and Be More Efficient!

Download Printable Article By Kristina Schneider, Executive Assistant Electronic mail, otherwise known as e-mail, has become a vital and primary form of communication for most businesses.  In fact, it’s the very reason you’re probably reading this newsletter article. While e-mail has become a very efficient way to communicate and handle business, it can also become a source of major inefficiency and time-wasting in the office.  Think about how much time is spent sifting through all of your daily e-mail.  Double or triple that when you come back from the weekend.  And let’s not even talk about how much e-mail we…

Surprisingly Common and Dangerous – IRS Foreign Returns

Download Printable Article By Bruce Givner, Esq. Many taxpayers and most all tax professionals have heard about “FBARs” (Foreign Bank Account Reports, on Form TD F 90-22.1).  Some taxpayers and most tax professionals are now also familiar with the Form 8938 Statement of Specified Foreign Financial Assets.  However, virtually every taxpayer and most tax professionals are completely unaware of the top eight other IRS foreign information forms.  In an increasingly interconnected international world, these forms are called for in a surprising number of situations.  In fact, they may be all around you if you are not paying attention.  Given the…

Do Client Maintenance Plans Really Work?

Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Two of the major issues confronting estate planning attorneys are the commoditization of our “products” and increasing low price competition thanks to the do-it-yourself kits and internet trusts.  One way to combat these issues is to emphasize and show your prospects how your “product” is superior to what your competitors have to offer, such as by differentiating the services available to the client after the sale.  Think about it, when you purchase or lease a car,…