Shrinking the Estate Tax Target: What CPAs Need to Know In this seminar, we discuss using the full estate tax exclusion before it is reduced in 2026. Attendees will learn…
Protect Your IRA Planning from the New SECURE Act Proposed Regulation In this seminar, we review the impact of the latest proposed IRA distribution regulations under the SECURE Act. Topics…
Social Media and Ethics for Business Owners Technology and social media offer great potential benefits for businesses to reach vast audiences. In this seminar, we discuss the legal risks and…
Preparing for the Reconciliation Act: An Estate & Gift Tax Update The proposed estate and gift tax changes will be dramatic. Now is the time to act. Clients need to…
Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling In this seminar, we reveal how protections available through LLCs, trusts, titling and statutory exemptions may be combined to fortify…