Estate and Gift Tax Rule
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Advanced: It's One Year After Tax Reform, Now What...5 ½ Ideas to Share with Your Clients
Speakers
: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.39 |
Year:
2019
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Change, the Tax Law and the Little Things that Make Forum Members Successful
Speakers
: Howard Sharfman
Competence:
Sales |
Level:
Broad |
Session Rating:
4.93 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Legislative Changes/Developments
Recording Type:
General Session
Don’t Get Capsized by the Blue Wave: Opportunities for Wealth Planning in the Face of Proposed Democratic Tax Policies
Speakers
: Edward Renn
Competence:
Technical |
Level:
Broad |
Session Rating:
4.13 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
Recording Type:
General Session
Estate and Gift Tax Legislative Update
Speakers
: David A. Handler, P.C.
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.28 |
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Legislative Changes/Developments
Recording Type:
General Session
Estate Planning in a New World: It's Not Just about the Tax, It Is about Liquidity
Speakers
: Bill Beynon
Competence:
Sales |
Level:
Broad |
Session Rating:
4.67 |
Year:
2016
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
Recording Type:
NED Talk
It's One Year After Tax Reform, Now What? 3 1/2 Legacy Planning Ideas to Share with Your Clients
Speakers
: Michael Amoia
Competence:
Technical |
Level:
Broad |
Session Rating:
5.00 |
Year:
2019
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
Webinar
Life Insurance Policy Valuation: What You Don’t Know Can Hurt You (PDF PPT ONLY)
Speakers
: Jon B. Mendelsohn, Michael Amoia, J.D., LLM (Tax), CFP, CLU, ChFC, Robert C. Slane, AEP, CLU
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.84 |
Year:
2014
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Lunch Session: Marketing Opportunities Under the Tax Act
Speakers
: Marvin Blum, JD, CPA
Competence:
Sales |
Level:
Broad |
Session Rating:
4.27 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Legislative Changes/Developments
Recording Type:
General Session
Out of the Estate but Not Out of Reach – Flexible Trust Funding Techniques Providing Indirect Future Access
Speakers
: Michael Fontanini MT, CFP®, CLU®
Competence:
Technical |
Level:
Broad |
Session Rating:
4.23 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Planning Beyond the Basics When Working with Large Real Estate Clients
Speakers
: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.72 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
Breakout Sessions
State-of-the-Art Life Insurance Planning for UHNW Clients
Speakers
: Robert W. Finnegan
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.29 |
Year:
2017
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
NED Talk
Strategies Used to Support Life Insurance to Pay Estate Tax Liabilities (PDF PPT ONLY)
Speakers
: Chris Erblich
Competence:
Technical |
Level:
Broad |
Session Rating:
4.94 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Tax and Budget Policy in the New Congress (PDF PPT ONLY)
Speakers
: Kenneth J. Kies
Competence:
Technical |
Level:
Broad |
Session Rating:
4.83 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Legislative Changes/Developments
Recording Type:
General Session
The Role of Life Insurance in Large Liquid Estates (PDF PPT ONLY)
Speakers
: Michael Mingolelli, Jr., Esq.
Competence:
Technical |
Level:
Broad |
Session Rating:
4.15 |
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Using Life Insurance to Stabilize a Portfolio
Speakers
: Thomas J. Pauloski, J.D.
Competence:
Sales |
Level:
Broad |
Session Rating:
4.74 |
Year:
2014
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Legislative Changes/Developments
Recording Type:
General Session
You Met Mr. and Ms. Big, What Happens Next
Speakers
: Jeff Cohen
Competence:
Sales |
Level:
Broad |
Session Rating:
4.16 |
Year:
2016
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
NED Talk
1
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