Live Webinars
Join CPA Larry Pon for an insightful and practical webinar designed to equip financial advisors WITH SMALL BUSINESS CLIENTS with the essential knowledge needed to effectively…
Join estate planning attorney Alan Gassman for in-depth webinar tailored specifically for CPAs looking to expand their expertise in estate tax planning. This session, "CPA’s Guide…
A funeral and burial costs $8,300 on average, but end-of-life expenses can easily cost your client and their family so much more. While we advise clients to set aside funds for…
As clients age, some may face challenges such as cognitive decline that can impact their ability to manage their own legal affairs. In this crucial webinar with elder law attorney…
Join Alan Gassman, Esq., for a deep dive into the nuances of wealth transfer and estate planning with a particular focus on maximizing the benefits of the current higher gift tax…