35 events found.
Workshops for Professional Advisors
Calendar of Events
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WEBINAR – The SECURE Act & Planning Options
WEBINAR – The SECURE Act & Planning Options
With the passage of the SECURE Act, effective January 1, 2020, the landscape of planning with qualified accounts has changed dramatically. In the past 15+ years, attorneys and advisors were ...
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WEBINAR – Estate Taxation & Basis Step-up
WEBINAR – Estate Taxation & Basis Step-up
Estate planning used to be all about estate taxation, and for good reason. Back in 2000, the estate tax exemption per person was only $675,000 with an effective tax on ...