Personal Financial Planning Estate Events 

 

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Date
Event Type
Event Name
SpeakerFilter
Topic
Series
4/27/2016WebcastLater Life Planning: New Services to Offer Aging Clients
Martin Shenkman
Estate
4/12/2016PodcastQ1 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
Estate; Retirement; Tax
3/26/2016PodcastCreative Uses for Single Member Disregarded LLCs
Martin Shenkman
Estate; Tax
3/24/2016WebcastWhat CPAs Need to Know About the Estate Tax Basis Reporting Rules
Robert Keebler, David Kirk
Estate; TaxEstate Basis Consistency
3/24/2016PodcastBasis Consistency Rules Under IRC Section 1014(f): Interview with Jonathan Blattmachr
Robert Keebler, Jonathan Blattmachr
Estate; TaxEstate Basis Consistency
3/16/2016PodcastForm 8971 and Addressing Basis in IRAs and Roth IRAs
Robert Keebler
Estate; TaxEstate Basis Consistency
3/16/2016PodcastIn-depth: Zero Basis Rule and Subsequent Filing Requirements
Robert Keebler
Estate; TaxEstate Basis Consistency
3/16/2016PodcastIntroduction to Form 8971
Robert Keebler
Estate; TaxEstate Basis Consistency
3/9/2016PodcastDigital Assets and Estate Planning
Evan Carroll
Estate
3/8/2016PodcastZero Basis Rule Overview
Robert Keebler
Estate; TaxEstate Basis Consistency


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