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Live Webinars

The Power of Coupling of iCLATs & DAFs – Immediate Tax Savings Without “Bunching” Your Clients’ Annual Charitable Gifts
The sole purpose and objective of an iCLAT is simple. . . TO GENERATE A LARGE IMMEDIATE CHARITABLE INCOME TAX DEDUCTION IN THE CURRENT YEAR, which is based on your clients’…
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Steve Mancini
A Case Study in Advanced Estate Planning
Using an actual case study design book, estate planning attorney Steve Mancini will share the assets, liabilities, facts, goals, and key drivers that lead to the wealth design…
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Brad Gornto, Esq.
Help Clients Generate IMMEDIATE Tax Savings this Year from Their Future Gifts to Charity – Meet the iCLAT
The sole purpose and objective of an iCLAT is simple. . . TO GENERATE A LARGE IMMEDIATE CHARITABLE INCOME TAX DEDUCTION IN THE CURRENT YEAR, which is attributable to future gifts…
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Steve Mancini
Estate/Tax Planning with the Proposed Biden Plan
President Biden's proposed plans call for several tax increases, to include individual income taxes, capital gains, and estate taxes. While we cannot predict which proposals may…
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Arthur Maginas
Beyond Cash: Planning Strategies for Complex Charitable Contributions
This is a can't miss session for those who have charitably minded clients with complex assets, such as privately-held C-and S-Corp stock, limited partnership interests…
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