Catalogue of Live Stream Sessions

Live Stream Catalogue
(ALL SESSIONS)

COMPLIANCE     CONTROVERSIES      FIDUCIARY     FINANCIAL     TAX      ETHICS

529 Plans

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Attacking and Defending Trustees
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Business, Legacy & Taxes:  Closely Held Businesses
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Cross Border Tax Planning
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Current Developments in Charitable Giving
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Designing Irrevocable Trusts to Protect Assets
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Distributions from Retirement Accounts
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Exploring the Fiduciary's Duty to Invest
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FBAR Reporting
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Impact of Grief in Wealth Transfer Strategies
Ethics
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Foreign Trusts and Gifts
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43 of the Best Creative Tax Planning Ideas
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Strategies to Address Income Tax Situations
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Property/Casualty Coverage for Assets
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IRS Target List - Avoiding Audit
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Estate and Income Tax Trade offs
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The Modern Art of Delegation
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Tension 
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Next-Gen Planning
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No Good Deed Goes Unpunished
Ethics
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Joint Spousal Trusts in Today's Strategies 
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How Interest Rates/Slow Growth Change Planning
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Planning for Privacy in a Public World
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Planning Techniques for the Ultra High Net Worth 
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QSBS: Quest for Quantum Exclusions
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Developments Facing Wealth Transfer Advisors
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 Threats to Your Clients Wealth and Safety
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Benefits and Pitfalls of Gifts of Art
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Starting/Maintaining/Growing a Small Planning Practice
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Gifting Real Estate to Nonprofits
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Converting Grantor Trusts to Nongrantor Trusts
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Tax Efficient Investing 
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Taxation of Cryptocurrency and NFTs
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Promissory Notes During Life and After Death
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Charitable Giving, Private Foundations and DAFs
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Time to Revisit Your Clients Choice of Entity 
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Taxpayer Advocate Service
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How to Read and Critique an Appraiser's Appraisal
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How to Plan and Administer Digital Assets 
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When Aggressive Tax Planning is Criminal
Ethics
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Where Purpose Meets Planning
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Electronic Estate Planning and Wealth Transfer Docs
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IRS Interviews of Taxpayers
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Bending the Arc of History Towards Justice
Ethics
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Current Developments and Trends in IRS Audit
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How a Perfect Estate Plan Can Harm Loved Ones
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Recent Developments Affecting Retirement
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Issues Involving Celeb Rights of Publicity
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Protecting Your Families Wealth Transfer Strategy
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Washington D.C.'s Tax Law Changes & Development
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Defending the Valuation
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