- Speaker: Robert S. Keebler
- Date: Tuesday, December 15, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 Minutes
- and
- Date: Wednesday, December 16, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 Minutes
Charity and The Tax Code (After the SECURE Act)
- Speaker: Robert S. Keebler
- Date: Thursday, December 3, 2020
- Time: 9:00 am PT (12:00 pm ET)
- 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
Best of the Best: The Very Best Tax Planning Ideas in 2020
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Year-End Planning in 2020 Including Planning for a Biden Administration
- Speaker: Robert S. Keebler
- Duration: 90 Minutes
Properly Preparing the Form 709 (Gift Tax Return) — 2020 Update
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)
- Speaker: Robert S. Keebler
- Duration: 90 minutes
