Featured Products

Products

Showing 33–48 of 94 results

PDF TRANSCRIPT: “Client Database 101: What You Need to Know About How to Successfully Set Up Your CRM”

$249.00Add to cart

PDF TRANSCRIPT: “Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday”

$995.00Add to cart

PDF TRANSCRIPT: “Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution”

$249.00Add to cart

PDF TRANSCRIPT: “Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!”

$249.00Add to cart

PDF TRANSCRIPT: “Estate Administration for IRAs and Qualified Plans After the SECURE Act”

$249.00Add to cart

PDF TRANSCRIPT: “Estate and Trust Administration for CPAs and Financial Advisors”

$249.00Add to cart

PDF TRANSCRIPT: “Estate Planning for Blended Families”

$500.00Add to cart

PDF TRANSCRIPT: “Examining the Coming Changes with the Trump Administration for Elder Law Attorneys”

$249.00Add to cart

PDF TRANSCRIPT: “Final Regulations Consistent Basis Rule”

$249.00Add to cart

PDF TRANSCRIPT: “Fixing Old ‘B’ Trusts”

$249.00Add to cart

PDF TRANSCRIPT: “Generating Business from the Internet: Best Practices for Estate Planning Professionals”

$249.00Add to cart

PDF TRANSCRIPT: “How to Accurately Prepare the 709 Gift Tax Return – Update for 2024 Returns”

$249.00Add to cart

PDF TRANSCRIPT: “How to Effectively Manage Your E-mails (Best Practices for Professionals and Staff)”

$249.00Add to cart

PDF TRANSCRIPT: “How to Efficiently Sign & Deliver Your Clients’ Estate Planning Documents”

$249.00Add to cart

PDF TRANSCRIPT: “How to Hire and Effectively Use an Executive Assistant”

$249.00Add to cart

PDF TRANSCRIPT: “How to Read a 1040 For Fun and Profit!”

$249.00Add to cart

Contact Us