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Live Webinar Jan 29
Historic Preservation Easements and Related Tax Incentives
Historic Preservation Easements and Related Tax Incentives
CPE, NASBA, CLE, CFPview approved credits
Peter N. Ives
Live Webinar Feb 8
Estate Plan Fundamentals for Illiquid Assets
Estate Plan Fundamentals for Illiquid Assets
CFP, CPE, NASBA, CLEview approved credits
Alan L. Stroud J.D., CPA
Live Webinar Feb 14
Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations
Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations
CPE, Enrolled Agents, NASBA, CLE, CFPview approved credits
Joe Mease ASA, Kevin Bohrer CFA, Don Davidson
Live Webinar Feb 20
Guardianship and Conservatorship: Essentials of and What to Avoid
Guardianship and Conservatorship: Essentials of and What to Avoid
NASBA, CLE, CPEview approved credits
Edward M. Nahhat, Brian R. Jenney
Audio & Reference Manual
Managing Fiduciary Duties Regarding Investment in Today's Economic Environment
Managing Fiduciary Duties Regarding Investment in Today's Economic Environment
Steven H. Holinstat, Daniel W. Hatten
Live Webinar Feb 25
Tax Reform Modifications to Gift Tax and Estate Plans
Tax Reform Modifications to Gift Tax and Estate Plans
CPE, NASBA, CFP, CLEview approved credits
Keri D. Brown, Richard Ramirez
Live Webinar Mar 13
Estate Planning for the Family Vacation Home
Estate Planning for the Family Vacation Home
CPE, NASBA, CLE, CFPview approved credits
Russell A. Willis III, J.D., LL.M.
Live Webinar Mar 19
Estate Plan Fundamentals for Farmers
Estate Plan Fundamentals for Farmers
CPE, NASBA, CLE, CFPview approved credits
Mark R. Shepherd
OnDemand Webinar
Legal and Ethical Challenges in Assessing Your Client's Mental Capacity
Legal and Ethical Challenges in Assessing Your Client's Mental Capacity
Steven H. Holinstat, Henry J. Leibowitz
OnDemand Webinar
Basics of Trust Administration
Basics of Trust Administration
Tereina Stidd
OnDemand Webinar
Current Issues in Estate Planning for Pets
Current Issues in Estate Planning for Pets
Nancy E. Halpern DVM, Esq., Eric Sorkin Esq., LL.M., C.P.A.
OnDemand Webinar
Asset Protection Planning: Fundamentals and New Approaches
Asset Protection Planning: Fundamentals and New Approaches
Jeffrey R. Matsen Esq., Ben Schwefel
OnDemand Webinar
End of Life Planning Issues
End of Life Planning Issues
CLE, Enrolled Agentsview approved credits
Morris Klein
OnDemand Webinar
Asset Protection Planning and Techniques
Asset Protection Planning and Techniques
Jonathan E. Gopman
OnDemand Webinar
Drafting Tips for Tax Reduction
Drafting Tips for Tax Reduction
Vanessa M. Terzian, Joshua R. Driskell
Learn More Live Webinar Registration Historic Preservation Easements and Related Tax Incentives
January 29, 2019
Live Webinar Registration
Can't attend? View other options
Learn More Live Webinar Registration Estate Plan Fundamentals for Illiquid Assets
February 8, 2019
Live Webinar Registration
Can't attend? View other options
Learn More Live Webinar Registration Guardianship and Conservatorship: Essentials of and What to Avoid
February 20, 2019
Live Webinar Registration
Can't attend? View other options
Learn More Live Webinar Registration Tax Reform Modifications to Gift Tax and Estate Plans
February 25, 2019
Live Webinar Registration
Can't attend? View other options
Learn More Live Webinar Registration Estate Planning for the Family Vacation Home
March 13, 2019
Live Webinar Registration
Can't attend? View other options
Learn More Live Webinar Registration Estate Plan Fundamentals for Farmers
March 19, 2019
Live Webinar Registration
Can't attend? View other options
Learn More OnDemand Webinar Legal and Ethical Challenges in Assessing Your Client's Mental Capacity
OnDemand Webinar, Audio & Reference Manual, MP3 Download
Learn More OnDemand Webinar Basics of Trust Administration
OnDemand Webinar, Audio & Reference Manual, MP3 Download
Learn More OnDemand Webinar Current Issues in Estate Planning for Pets
OnDemand Webinar, Audio & Reference Manual, MP3 Download
Learn More OnDemand Webinar Asset Protection Planning: Fundamentals and New Approaches
OnDemand Webinar, Audio & Reference Manual, MP3 Download
Learn More OnDemand Webinar End of Life Planning Issues
Learn More OnDemand Webinar Asset Protection Planning and Techniques
OnDemand Webinar, Audio & Reference Manual, MP3 Download
Learn More OnDemand Webinar Drafting Tips for Tax Reduction
OnDemand Webinar, Audio & Reference Manual, MP3 Download
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