- Speaker: Robert S. Keebler
- Duration: 90 minutes
Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday
- Speaker: Philip J. Kavesh
- Duration: 120 minutes
Fear Factor: “Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind”
- Speaker: Steven J. Oshins
- Duration: 90 Minutes
What You Need to Know About IRAs Payable to Trusts Now Following the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique
- Speaker: Steven J. Oshins
- Duration: 90 minutes
Estate Administration for IRAs and Qualified Plans After the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Managing Capital Gains Tax in 2021 and Beyond
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The Mathematics of Estate Planning for IRAs After the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Understanding the Tax Basis Rules When Assets are Acquired by Gift or Inheritance
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Tactical and Strategic Roth Conversions in 2020
- Speaker: Robert S. Keebler
- Duration: 90 Minutes