Continuing Education Webinars

CPA Webinar:

April 25th - Grantor Retained Annuity Trusts

May 7th – Independent Contractor vs. Employee

June 6^th – Income-Shifting Trusts

July 11^th – Business Succession and Buy-Sell Agreements

August 1^st –Mid Year Tax Planning Update

September  12^th – Income Tax Deductions on CLTs and CRTs

October 3^rd – Wills vs Trusts: Basics for CPAs

November 7^th – Year-End Planning

December 19^th – Topic TBA

Financial Planning Webinar:

May 2^nd – The Affordable Care Act's "Play or Pay" Tax: Determining Coverage Alternatives

May 30^th – Life Expectancy and Health Care Planning

June 27^th – 2013 Investment Strategies: Liability-Relative Optimizatoin

July 18^th – Women and Money: Changing the Conversation

August 29^th – Wills vs Trusts: The Basics

September 26^th – Rebirth of the CRT

October 24^th – Beneficiary Defective Inheritor's Trusts (BDITs)

November 26^th – Affordable Care Act for Small Business Owners

December 31^st – Topic TBA

Each webinar is from 8:15 AM until 10:00 AM and is held in our office located at: