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The Biden Estate Tax Cliff: What Every Advisor Needs to Know About Dynasty Trusts

  • Speaker: Steven J. Oshins
  • Duration: 90 minutes
Purchase

Best of the Best: The Very Best Tax Planning Ideas in 2020

  • Speaker: Robert S. Keebler
  • Duration: 90 minutes
Purchase

Year-End Planning in 2020 Including Planning for a Biden Administration

  • Speaker: Robert S. Keebler
  • Duration: 90 Minutes
Purchase

Convert Prospects with Other Attorneys’ Trusts Into Clients!

  • Speaker: Philip J. Kavesh
  • Duration: 100 minutes
Purchase

8 Steps to Setting Up Bonuses for Support Staff That Are Legal, Ethical and Motivate Them

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

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

  • Speaker: Robert S. Keebler
  • Duration: 90 minutes
Purchase

10 Steps to Successfully Finding, Hiring, Training & Managing Excellent Support Staff

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

The 30 Most Common Trusts: What You Need to Know

  • Speaker: Robert S. Keebler
  • Duration: 90 minutes
Purchase

Fixing Old “B” Trusts

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

Generate More Revenue & Retain More Clients with a Free Service Package

  • Speaker: Philip J. Kavesh
  • Duration: 90 minutes
Purchase
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  • Home
  • Education
    • Upcoming Teleconferences
    • On-Demand Programs
    • Instant Downloads
    • Practice-Building Series
    • Live Practice-Building & Marketing Virtual Event for Attorneys
    • About the Speakers
    • Industry Events
    • Books
  • For Attorneys
    • Unique Breakthrough Virtual Event for Attorneys (The Ultimate Level)
    • Practice-Building
    • Marketing
    • Coaching & Consulting
    • Legal & Technical
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • Free Resources
  • FREE CONSULTATION