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Tax Planning

Home TeleconferencesPage 3

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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Estate and Trust Administration for CPAs and Financial Advisors

$149.00
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Managing Capital Gains Tax in 2021 and Beyond

$149.00
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The Top 22 Overlooked Uses of Life Insurance

$199.00
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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
    • Instant Download Programs
    • 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