98254 |
Social Security – Understanding the Benefits |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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98253 |
61st Annual NAEPC Advanced Estate Planning Strategies Conference |
|
Live Attendance |
|
19.20 |
0 |
0 |
0.00 |
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93758 |
Maximizing the Value of Life Insurance – An Innovative Approach to Charitable Giving |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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84729 |
60th Annual NAEPC Advanced Estate Planning Strategies Conference |
|
Live Attendance |
|
19.20 |
0 |
0 |
1.20 |
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83670 |
Recent Developments in Estate Planning and Business Succession Planning: Structure Matters |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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81915 |
SECURE Act 2.0: Qualified Charitable Distributions (QCDs) for Lifetime Income Gifts, Charitable Remainder Trusts (CRTs), and Charitable Gift Annuities (CGAs) |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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79188 |
The Hidden Code of End-of-Life Decisions |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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77112 |
A Potpourri of Timely Planning Tips |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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73593 |
59th Annual NAEPC Advanced Estate Planning Strategies Conference |
|
Live Attendance |
|
15.80 |
0 |
0 |
1.20 |
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72013 |
Estate Planning for LGBTQ+ Individuals and Couples |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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69694 |
Charitable Giving with Non-Charitable Trusts |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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68349 |
Charitable Planning Strategies for Regular People |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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65614 |
Tax and Life Insurance Planning Update |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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64457 |
2022 Florida Tax Institute |
|
Live Attendance |
|
24.60 |
0 |
0 |
0.00 |
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61743 |
Gifting Techniques to Fund Irrevocable Life Insurance Trusts |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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59027 |
Planning in the Current Environment: Steps to Recommend Now |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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55340 |
Preparing Your Clients Now for Possible Estate and Income Tax Changes to Come |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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55070 |
Changing the Retirement Planning Mold |
|
Live Attendance |
|
3.00 |
0 |
0 |
0.00 |
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54259 |
2021 Florida Tax Institute |
|
Live Attendance |
|
22.20 |
0 |
0 |
1.20 |
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53815 |
Split-Interest Charitable Trusts: CRATs, CRUTs, and All the Rest |
|
Live Attendance |
|
1.20 |
0 |
0 |
0.00 |
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50289 |
Planning for a Client with a Special Needs Child |
|
Live Attendance |
|
1.20 |
0.00 |
0 |
0.00 |
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49225 |
Advanced Practice Symposium: "Meet the Feldmans" Case Study |
|
Live Attendance |
|
3.60 |
0.00 |
0 |
0.00 |
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48245 |
Fuzzy on Philanthropy? Solving Real-Life Client Problems with Charitable Gifts |
|
Live Attendance |
|
1.20 |
0.00 |
0 |
0.00 |
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45352 |
Creative Distribution and Gifting Solutions for Charitable Planning after the SECURE Act |
|
Online/ Audio Visual (Pre-Recorded) |
|
0 |
1.20 |
0 |
0.00 |
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44254 |
Modifying an Irrevocable Charitable Trust |
|
Online/ Audio Visual (Pre-Recorded) |
|
0 |
1.20 |
0 |
0 |
Add Course |