Personal Financial Planning Estate Events 

 

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Date
Event Type
Event Name
SpeakerFilter
Topic
Series
7/1/2016VideoEstate Tax Proposals: Clinton vs. Trump – How to Advise Clients Now
Martin Shenkman
Estate; Tax
6/30/2016PodcastThe Death Tax Problem
Robert Keebler, Matt McClintock
Estate
6/21/2016PodcastIRS Released Revised Draft Instructions for Form 8971
Robert Keebler
EstateEstate Basis Consistency
4/27/2016WebcastLater Life Planning: New Services to Offer Aging Clients
Martin Shenkman
Estate
4/19/2016PodcastAsset Protection Planning for IRAs and Qualified Plans
Robert Keebler
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


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