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Planning with Grantor Trusts Under Current Tax Law and the Impact of Potential Tax Law Changes

$149.00
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Medicaid 101: The Basics

$149.00
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The Biden Administration’s 2023 Revenue Proposals: What the Sophisticated Advisor Needs to Know Now!

$149.00
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Practice Infrastructure 101: Developing the Right Team for a Successful Estate Planning Practice

$199.00
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Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)

$149.00
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Estate Planning for Blended Families – A 3-Part Series

$399.00
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How to Improve Efficiency & Productivity

$199.00
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Using Annuities to Accelerate Medicaid Eligibility

$149.00
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Is Your Buy-Sell Agreement Up to Snuff? – – Things to Remember in Buy-Sell Agreements

$149.00
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The 6 Ways to Grow Revenue in Any Business

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We are always looking to add new speakers and topics to our teleconference calendar.  If you are an estate planning professional that would like to be considered for a speaking opportunity with us, please send us your information below.  Let us know what topic you would like to speak on and any prior experience you may have speaking your professional peers.

 
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  • Home
  • Education
    • Instant Download Programs
    • Practice-Building Series
    • In-Person Events
    • About the Speakers
    • Industry Events
    • Books
    • White Papers
  • For Attorneys
    • The Ultimate Level™ (2-Day Event)
    • Practice-Building
    • Marketing
    • Coaching & Consulting
    • Legal & Technical
    • White Papers
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • White Papers
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • White Papers
    • Free Resources
  • FREE CONSULTATION