- Speaker: Robert S. Keebler
- Duration: 90 minutes
How to Properly Set Up Your Calendar for Success
- Speaker: Kristina Schneider
- Duration: 60 minutes
Properly Preparing the Form 709 (Gift Tax Return) — 2020 Update
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Tax & Estate Planning for IRAs After the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The Final Clawback Regs: What Every Estate Planner Needs to Know
- Speaker: Robert S. Keebler
- Duration: 60 minutes
2019 Year-End Tax Planning
- Speaker: Robert S. Keebler
- Duration: 90 minutes
New Life Expectancy Rules for IRAs (Including Complex Post-Mortem Transitional Provisions Every Estate Planner Must Know!)
- Speaker: Robert S. Keebler
- Duration: 60 minutes
What CPA’s Should Know About Trust Instruments
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The Top 10 Year-End Practice-Building & Marketing Ideas of 2019
- Speaker: Kristina Schneider
- Duration: 60 minutes
Estate and Trust Administration for CPAs and Financial Advisors
- Speaker: Robert S. Keebler
- Duration: 90 minutes