Legislative Changes/Developments

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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
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
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
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
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

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