Friday, November 12, 2021
QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts
Instructor: Kimberly Gill McKinnon
- QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts
- QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts PowerPoint
Common Business Planning Challenges and Spotting Key Tax Issues for Family-Owned Businesses
Instructor: Vincent C. Thomas
Charitable Gifting, Charitable Entities, and Gifting: An Overview
Instructor: Edward Jay Beckwith
- Charitable Giving: Big Business – Big Benefits
- Charitable Entities and Charitable Giving: An Overview
Charitable Remainder and Charitable Lead Trusts – Possibilities and Pitfalls
Instructor: Edward Jay Beckwith
- Charitable Giving: Big Business – Big Benefits
- Charitable Remainder Trusts and Charitable Lead Trusts An Overview PowerPoint
Understanding the Dynamics of Building and Sustaining a Successful Private Wealth Practice
Instructors: Peter S. Gordon, Margaret E.W. Sager, Lynn B. Sassin