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Join Bob Keebler, one of America's Top CPAs, to learn several estate planning strategies that can benefit your mass affluent and HNW clients. Attendees will learn: Roth…

At the request of our listeners, this webinar will feature the return of estate planning attorney Brad Gornto, LL.M, Esq. for a case-study driven discussion of reversionary…

Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Millions of business owners are struggling to write…

People make estate planning errors every day. Celebrities are no exception to that rule, except that their mistakes are amplified by their fame, wealth, and public curiosity. In…

Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob Keebler’s annually updated list of planning ideas. This presentation is ideal for anyone…