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Top 10 Estate Planning Ideas for 2013
(5/6/2013) Robert S. Keebler and Steven J. Oshins
Proactive Planning in 2013: What CPA Financial Planners Need to Know to Advise Individual Clients
(5/2/2013) Beth Gamel, Michael E. Kitces, Ted Sarenski and Scott Sprinkle
Post-Election: Now What? How CPA Financial Planners Can Advise Their Clients
(11/14/2012) Lyle Benson, Bob Keebler, Ted Sarenski, Scott Sprinkle
The Domestic Asset Protection Trust
(10/23/2012) Steve Oshins, Esq., AEP (Distinguished)
Series: Proactive Planning in Preparation for 2013: In-Depth Estate Planning Strategies to Consider Prior to Year-End
(8/29/2012) Steven Seigel, JD, LLM
The 3.8% Surtax and the Impact on Estates and Trusts
(8/15/2012) Bob Keebler, CPA, MST, AEP (Distinguished)
Estate Planning Landscape Overview
(7/12/2012) Justin Ransome and Bob Perez
Proactive Planning in Preparation for 2013
(5/9/2012) Lyle Benson, Ted Sarenski and Scott Sprinkle
The Window of Opportunity for Successful Financial Planning in 2011 and 2012
Part 4: Retirement Planning Issues In-Depth
(1/31/2012) Steven G. Siegel
The Window of Opportunity for Successful Financial Planning in 2011 and 2012
Part 3: Business Succession Planning In-Depth
(12/20/2011) Steven G. Siegel
The Window of Opportunity for Successful Financial Planning in 2011 and 2012
Part 2: Estate Planning Techniques In-Depth
(11/22/2011) Steven G. Siegel
2011 Deaths and Form 706
(11/15/2011) Robert Keebler
Year-End Planning for Individuals in an Uncertain Environment
Part 2: Client Review Meeting Essentials
(11/14/2011) Lisa Featherngill, Robert Keebler, Martin Shenkman, Scott Sprinkle
Top Reasons Why Your Individual Clients Should Be Seeking Your Advice on Financial and Estate Planning Considerations
(10/19/2011) Sid Kess
Analyzing the Carryover Basis Election Impact on 2010 Estates
(9/20/11) Robert Keebler
The Window of Opportunity for Successful Financial Planning in 2011 and 2012
Part 1: Essential Estate Planning Considerations
(7/7/2011) Steven G. Siegel
Challenging Traditional Thinking on Everyday Planning
(6/16/2011) Daniel Rubin
The Top 15 Estate Planning Ideas that CPA Financial Planners Should Consider Now
(5/20/2011) Robert Keebler
Generation-Skipping Transfer Tax In-Depth
(2/9/2011) Dan Daniels & Robert Keebler
Financial & Estate Planning in 2011, 2012 and Beyond
(2/3/2011) Sid Kess and a panel of experts
Lame Duck Session Wrap Up: What CPA Financial Planners Need To Know
(1/7/2011) Robert Keebler, Steve Oshins, Mel Schwarz
Carryover Basis In-Depth: What CPAs To Know About The New Rules
(12/14/2010) Robert Keebler & Jonathan Blattmachr
Financial & Estate Planning: What Should Your Clients Do Now?
(10/18/2010) Sid Kess & Jeff Lowin, Moderators and a panel of experts
Asset Protection Strategies
(9/21/2010) Daniel S. Rubin & Robert Keebler
Estate and Financial Planning for Clients Living with Chronic Illness
(8/10/2010) Martin Shenkman
2010 Estate Administration: What To Do If Your Client Died During the Gap Period
(3/18/2010) Robert Keebler & Jonathan Blattmachr
Why 2009 Is So Important for Financial and Estate Planning: Reviews Everyone Should Do Now!
(9/22/2009) Sid Kess, Steve Siegel, Marty Shenkman, Jackie Patterson, Dan Daniels
Asset Protection Strategies
(7/23/2008) Daniel S. Rubin
Mathematics of Estate Planning
(1/16/2008) Robert S. Keebler