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  • Gift tax returns are simple, why are you saying it will be so involved?

    May 19, 2023

    Clients view gift tax returns as pretty simple projects and don’t understand the cost, c.... View Webinar »
  • Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?

    April 24, 2023

    President Biden recently issued his budget on March 9, 2023, the “General Explanations o.... View Webinar »
  • Year End Estate Planning

    December 23, 2022

    Course Description: Year-end tax planning 2022 is different from prior years. Practitione.... View Webinar »
  • Year-End Estate and Tax Planning 2022

    December 12, 2022

    2022 is quickly coming to a close and there are still valuable tax and estate planning opp.... View Webinar »
  • Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More

    September 22, 2022

    Asset protection planning remains vital for many if not most clients. For the past few yea.... View Webinar »
  • Smaldino: Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right

    December 1, 2021

    A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127.... View Webinar »
  • Legislative Proposals and Year End Tax Planning for 2021

    November 16, 2021

    Podcast discussion of estate and related planning in Mid-November 2021. Host: Mary Van.... View Webinar »
  • Deeper Dive- House Estate Tax Proposal Requires Immediate Action

    September 30, 2021

    The House Democrats are proposing a $3.5 trillion spending plan. To support that package, .... View Webinar »
  • 2021 Tax Reform- House Ways & Means Committee Draft Legislation

    September 24, 2021

    The House Democrats are proposing a $3.5 trillion spending plan. To support that package t.... View Webinar »
  • Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax & Estate Planning Institute

    August 31, 2021

    This will be a fast-paced review of a wide range of practical planning ideas including: Fr.... View Webinar »
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