- Speaker: Robert S. Keebler
- Date: Thursday, January 28, 2021
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
Estate Administration for IRAs and Qualified Plans After the SECURE Act
February
Generate More Clients From Your Existing Clients – – A Tested and Proven System That Actually Works!
- Speaker: Philip J. Kavesh
- Date: Thursday, February 4, 2021
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
Properly Preparing the Form 709 (Gift Tax Return) — 2020 Update
- Speaker: Robert S. Keebler
- Date: Tuesday, February 9, 2021
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
- and
- Date: Wednesday, February 10, 2021
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes