Estate Planning Training


Teleconferences

Estate Planning for Non-Traditional Couples
March 18, 2010
Managing Risk and Investments for Trustees and Other Fiduciaries
March 24, 2010
Final Regulations on Shareholder and S Corporation Debt
March 25, 2010
State of the Estate Tax: Repeal or Reinstatement Where are We Now and What can Planners Do?
April 7, 2010
 

OnDemand Webinars

Understanding the Apportionment Rules for Service-Based Businesses
Understanding the GAAP Codification Update
Family Limited Partnerships in Estate Planning
Form 709: Gift Tax Fundamentals
 

Bookstore

A Primer on International Estate Planning
Family Limited Partnerships in Estate Planning
Preparing an Accurate Form 1041
Matrimonial Considerations in Estate and Trust Planning
 

In-House Corporate Training


  • Tailor courses to meet the specific needs and requirements of your organization
  • Save time and money
  • Entire teams or departments can be trained together
  • Train in a confidential atmosphere