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Trust & Estates Private Placement June 21.jpg

Jun 11, 2021

Private Placement Life Insurance and the new IRC Section 7702

Trust and Estates IRS Wealth Squad June 21.jpg

Jun 11, 2021

How to Deal With the IRS's Wealth Squad

Trust and Estates Diversity June 21.jpg

Jun 11, 2021

Embracing Diversity and Inclusion in Your Practice/Family Office

Trust and Estates 1040 tax june 21.jpg

Jun 11, 2021

Key Federal & State Considerations and Opportunities in 2021

Trust and Estates Technology 6-21.jpg

Jun 11, 2021

Best Technologies for Practice Development

Trust and Estates Secure Act June 21.jpg

Jun 11, 2021

SECURE Act Update: Where Do We Go From Here?

Trust and Estates Reinveting Family Enterprise 6-21.jpg

Jun 11, 2021

Reinventing Family Enterprise After the Pandemic

Trust and Estates Art Issues 6-21.jpg

Jun 10, 2021

Fiduciary Responsibility Related to Art Assets

Trust and Estates Unequal Inheritances 6-21.jpg

Jun 10, 2021

Unequal Inheritances

Trust and Estates Donation of Property 6-21.jpg

Jun 10, 2021

How to Handle Appraisals for Donations of Property

Trust and Estates Investment Strategies 6-21.jpg

Jun 10, 2021

Investment Strategies for Trusts: How to meet trust objectives in a low return world

Trust and Estates Tangible Asset 6-21.jpg

Jun 10, 2021

Planning for Tangibles

Trust and Estates Gifting Quid 6-21.jpg

Jun 10, 2021

Quid Pro Quo for Charitable Gifts

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