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Live Webinars

Alan Gassman
The Power of Qualified Personal Residence Trusts (QPRTs)
Join estate planning expert Alan Gassman, Esq. for an in-depth webinar designed to equip you with the knowledge needed to guide clients in utilizing Qualified Personal Residence…
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Bob Keebler
Session # 5: Tax, Trusts, and Estate Planning for IRAs
Trust, tax, and estate planning is essential components for IRAs. Without them, significant amounts could be lost to federal and estate taxes for IRA owners and their…
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Bob Keebler
Tax Strategies for Clients Selling a Business
Many attorneys, CPAs, and financial advisors are familiar with the tax planning options relating to the set up and running of a business entity - - but what about the ultimate…
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Bob Keebler
Tax Planning Ideas for the Financial Advisor to Share with their Clients
Join renowned CPA Bob Keebler in this comprehensive webinar to explore advanced tax planning strategies designed to maximize your clients' financial outcomes. This session will…
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Joe Endres
What Clients Need to Know when Changing their Residency
CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits.   This program, which features tax attorney Joe Endres, will address applying residency tax…
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