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Tax Planning

Home TeleconferencesPage 2

Key Planning for Roth Conversions in 2022

$149.00
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Fundamentals of Income Taxation of Trusts: 2022 Update for 2021 Form 1041 Returns

$149.00
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How to Accurately Prepare the 709 Gift Tax Return: NEW Update for 2021 Gift Tax Returns

$149.00
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SLATs and SLANTs: Administration, 709s and 1041s

$149.00
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Tax Planning for Real Estate in 2022

$149.00
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The Spousal Lifetime Access Trust: Avoiding the Reciprocal Trust Doctrine

$149.00
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Estate Planning in a Still Uncertain Tax World

$149.00
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Year-End Planning in 2021 for the Mass Affluent

$149.00
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2021 Tax Reform: A Deeper Dive Into Trust & Estate Planning Issues

$149.00
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Understanding and Taking Maximum Advantage of the GST Rules

$349.00
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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