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On-Demand Programs

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The GREAT Debate: The Client Maintenance Plan vs. The Free Service Package

  • Speaker: Jeffrey R. Matsen, Philip J. Kavesh
  • Duration: 90 minutes
Purchase

Why Seminars Are Still the #1 Strategy for Consistently & Efficiently Bringing Revenue In To Your Practice (and How You Too Can Do Them Successfully!)

  • Speaker: Philip J. Kavesh
  • Duration: 90 minutes
Purchase

The NING Trust: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdictions

  • Speaker: Steven J. Oshins
  • Duration: 60 minutes
Purchase

Save Your Clients More Taxes with Advanced Strategies Under New Section 199A Regulations

  • Speaker: Robert S. Keebler
  • Duration: 90 minutes
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Section 199A Proposed Regulations: What You Need to Know

  • Speaker: Robert S. Keebler
  • Duration: 90 minutes
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Trust Administration Made Easier!

  • Speaker: Kristin L. Yokomoto
  • Duration: 60 Minutes
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Tax Reform Answers: Addressing Accountants’ Biggest Questions

  • Speaker: Robert S. Keebler
  • Duration: 90 minutes
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Convert Prospects with Other Attorneys’ Trusts Into Clients!

  • Speaker: Philip J. Kavesh
  • Duration: 90 minutes
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Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!

  • Speaker: Philip J. Kavesh
  • Duration: 90 minutes
Purchase

Income Taxation of Trusts & Estates Made Easy

  • Speaker: Robert S. Keebler
  • Duration: 90 minutes
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  • Home
  • Education
    • Upcoming Teleconferences
    • On-Demand Programs
    • Practice-Building Series
    • Seminar Marketing Series
    • About the Speakers
    • Industry Events
    • Books
  • For Attorneys
    • Legal & Technical
    • Practice-Building
    • Marketing
    • The Ultimate Level
    • Coaching & Consulting
    • Referral Relationships
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • Coaching & Consulting
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • Coaching & Consulting
    • Free Resources
  • FREE CONSULTATION