Live Webinars
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’ future…
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…
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…
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…
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, and…