Arm yourself with new strategies and concepts to guide your clients in the right direction. Advanced Estate Planning will lead you there.
It’s vital to stay on top of the latest updates and developments in trust, estate and gift taxes especially with the current economic disruption, SECURE Act implementation, significant changes in rules and regulations, and the evolving political landscape.
During the Advanced Estate Planning sessions, you’ll get no-nonsense advice and high-level tax training, you’ll acquire new estate planning techniques to help your clients, and you’ll receive critical coverage of the latest issues and opportunities – all from experts in the estate planning field.
ENG2105. 2021 IRA and Retirement Planning Update
ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now!
ENG2121. Planning for Those Under $10 Million
EST2101. Current Developments in Estate Planning
EST2108. IRS 706/709
EST2106. A View from the Trenches - Current Issues in Estate and Gift Tax Audits