- Speaker: Robert S. Keebler
- Date: Thursday, January 28, 2021
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
Managing Capital Gains Tax in 2021 and Beyond
- Speaker: Robert S. Keebler
- Date: Tuesday, January 19, 2021
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
The Mathematics of Estate Planning for IRAs After the SECURE Act
- 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
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
How to Market and Sell More IRA Beneficiary Trusts – – After the SECURE Act
- Speaker: Philip J. Kavesh
- Duration: 90 minutes
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique
- Speaker: Steven J. Oshins
- Duration: 90 minutes
Sales to Grantor Trusts – – 2020 Update
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The Biden Estate Tax Cliff: What Every Advisor Needs to Know About Dynasty Trusts
- Speaker: Steven J. Oshins
- Duration: 90 minutes
