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  • 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 »
  • The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be Rocked!

    April 27, 2021

    Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause .... View Webinar »
  • Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year

    April 22, 2021

    How to administer and "shore up" 2020 planning Tips for 2021 gift tax returns Cr.... View Webinar »
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