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  • Post-Election: The New World of Estate Planning

    November 18, 2024

    A Trump victory suggests that it is unlikely that significant new taxes will be imposed on.... View Webinar »
  • Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

    November 15, 2024

    Pres. Trump has won the White House. The Republicans have control over the Senate, and may.... View Webinar »
  • CRT Background and Misconceptions You Should Know

    November 1, 2024

    This webinar provides an overview/review of using CRTs and identifies practical planning c.... View Webinar »
  • CTA: New FAQs Sep/Oct 2024: What You Need to Know

    October 22, 2024

    The Corporate Transparency Act (CTA) filing deadline for pre-2024 entities is rapidly appr.... View Webinar »
  • Considerations in Co-Counseling with an Elder Law and Special Needs Attorney

    October 11, 2024

    Elder law and special needs (ELSN) planning is a specialized area of the law, but one that.... View Webinar »
  • Can CPAs and Wealth Advisers Advise Clients on the CTA Without Committing the Unauthorized Practice of Law?

    September 24, 2024

    Corporate Transparency Act (CTA) filings for entities formed before 2024 are due on or bef.... View Webinar »
  • 2024 Year End, New Developments, and Thoughts on How Practitioners Might Cope

    September 22, 2024

    There are many new developments and deadlines on every practitioner’s plate to address b.... View Webinar »
  • Corporate Transparency Act: 3 Critical Updates You Must Know: Unauthorized Practice of Law, Trusts and Dissolved Entities

    September 15, 2024

    The Corporate Transparency Act (CTA) filing deadline for entities created before 2024 is D.... View Webinar »
  • Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered

    June 25, 2024

    On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion on a closely held busin.... View Webinar »
  • Corporate Transparency Act: Deeper Dive

    May 31, 2024

    An Alabama Court held the Corporate Transparency Act (“CTA”) unconstitutional. Nationa.... View Webinar »
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