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Tax Planning

Home Teleconferences

New IRC 2053 Proposed Regulations: A 706 Preparer’s Job Enhancement Act

$149.00
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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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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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2022 Trust Decanting Update

$149.00
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How Sales to Grantor Trusts Can Benefit Your Clients in 2022

$149.00
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The SECURE ACT Regulations Have Arrived: Every Advisor Needs To Standdown & Rethink Everything!

$149.00
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Estate Planning – Best Ideas to Share with Clients in 2022

$149.00
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The Income Taxation of IDGT Sale Promissory Notes During Life, at Death, and after Death

$149.00
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Early Distributions from IRAs & Qualified Plans: Retiring Before 59½ After Notice 2022-06

$149.00
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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
    • On-Demand Programs
    • Instant Downloads
    • Practice-Building Series
    • In-Person Events
    • About the Speakers
    • Industry Events
    • Books
    • White Papers
  • For Attorneys
    • The Ultimate Level: REIMAGINED™
    • 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