IDGTs: Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things! (4/18/2013) Tom Tillery
Transition to Retirement: Medicare and Healthcare Decisions (8/20/2012) Tom Tillery
Transition to Retirement: Social Security Decisions (8/16/2012) Ted Sarenski, CPA/PFS Insurance Analysis & Implementation: What CPA Financial Planners Need to Know (11/10/2011) Lee Slavutin
Life and Death Tax Planning for Deferred Annuities (9/21/2011) Michael Kitces Year-End Insurance Planning (11/11/2010) Lee Slavutin Counseling a Family in Search of Long Term Care (2/4/2010) James Sullivan & Eric Carlson Long Term Care Policies: When Things Go Right, When Things Go Wrong (9/2/2009) Reina Schlager & James Sullivan Annuities: Love Them or Hate Them… They’re Here to Stay (8/19/2009) Jeffrey West & John Napolitano What All CPAs should know about Insurance Planning (11/16/2008) Lee Slavutin CPAs Role in an Aging Society: Life Settlements (10/21/2008) John Napolitano & Amy Gavartin CPAs Role in an Aging Society: Long-term Care Insurance – What CPAs need to know (12/11/2008) David Hillelson
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