Personal Financial Planning Estate Events 

     

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    Date
    Event Type
    Event Name
    SpeakerFilter
    Topic
    Series
    12/30/2015PodcastEstate of Barbara M. Purdue: Family Limited Partnerships and Valuation Discounts
    Bob Keebler, Todd Angkatavanich, James Dougherty
    Estate
    12/9/2015WebcastThe CPA’s Guide to Financial and Estate Planning: The Leading Estate Planning Mistakes
    Steve Siegel
    EstateThe CPA's Guide to Financial and Estate Planning
    12/3/2015WebcastCPA Financial Planners: The New Quarterback of the Estate Planning Team
    Martin Shenkman
    Estate
    11/13/2015WebcastEstate, Tax and Financial Planning: New Ideas To Address with Your Clients
    Lisa Featherngill, Stephen Bigge
    Estate; Personal Financial Planning; Tax
    10/21/2015WebcastHow to Know Estate Planning Documents Meet Your Clients Needs
    Steve Siegel
    EstateThe CPA's Guide to Financial and Estate Planning
    10/19/2015WebcastEstate, Tax and Financial Planning: New Ideas To Address with Your CPA
    Steve Siegel
    Estate; TaxConsumer
    9/29/2015PodcastEstate & Succession Planning Strategies for Your Solo Practitioner Clients
    Martin Shenkmam
    Estate
    9/16/2015WebcastAging and Incapacity: The CPA’s Role in Advising Aging Clients
    Martin Shenkman
    Estate
    9/9/2015WebcastPlanning for the 99% - Portability v. Credit Shelter Trust
    Jeremiah W. Doyle
    Estate
    8/25/2015PodcastAdvising Clients on Dissolving Family Limited Partnerships and LLCs
    Martin Shenkman
    Estate; Tax


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