Class II, Program 2

Friday, October 1, 2021

Planning for Retirement Benefits and Deferred Compensation

Instructor: Leonard J. Witman

• Retirement Assets in a Post Secure, Cares Acts & COVID 19 World

Preparing Bullet-Proof Gift Tax Returns

Instructor: Anne J. O’Brien

• Preparing Bullet-Proof Gift Tax Returns
• From Gift Splitting to Hair Splitting: Improving Your Odds in the Audit Lottery PowerPoint

Lifetime Asset Transfers: An Overview

Instructor: Paul S. Lee

• Lifetime Asset Transfers: An Overview
• Lifetime Asset Transfers: An Overview PowerPoint

Conquering Subchapter K: Fundamentals of Partnership Taxation for Estate Planners

Instructor: Paul S. Lee

• Conquering Subchapter K(ryptonite)
• Conquering Subchapter K(ryptonite) PowerPoint

The Use of Trusts

Instructor: Ronald D. Aucutt

• The Use of Trusts
• The Use of Trusts PowerPoint