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Tax Planning

Home Teleconferences

Fundamentals of Income Taxation of Trusts: 2023 Update for 2022 Form 1041 Returns

$149.00
Add to Cart

How to Accurately Prepare the 709 Gift Tax Return: NEW Update for 2022 Gift Tax Returns

$149.00
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Enhancing American Retirement Now: The EARN Act (AKA SECURE 2.0)

$149.00
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2022 Year-End Planning and 2023 Income Tax Planning

$149.00
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The Joint Exempt Step-Up Trust: Wealth Protection and Income Tax Benefits for Non-Community Property State Clients

$149.00
(additional payment options available)
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Understanding DNI: The Taxation of Trusts & Beneficiaries

$149.00
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The Flexible Beneficiary Trust: Reduce Trust Income Taxes and Maintain Creditor Protection

$149.00
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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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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™ (2-Day Event)
    • 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