Working Together Estate/Trust/Financial: Estate and Trust PlanningWhen: October 24, 2022Hosted By: Level Four Insurance AgencyLocation: Carr, Riggs, Ingram CPAs and AdvisorsPeople: Adon J. Solomon
Hot Topic: How to Plan Using a Nonprofit FoundationWhen: October 17, 2022Hosted By: Dramatists Guild Copyright ManagementLocation: WebinarPeople: Sarah J. Wentz
Administrative PracticeWhen: October 14, 2022Hosted By: ABA Fall Tax MeetingLocation: Hyatt Regency DallasPeople: Elizabeth K. Blickley
U.S.-Israeli Tax and Estate Planning for Dual CitizensWhen: August 23, 2022Hosted By: StraffordLocation: WebinarPeople: Matthew A. Levitsky
Can the Prudent Investor Also Be Responsible? The Challenge of Responsible Investing by FiduciariesWhen: August 05, 2022Hosted By: Pennsylvania Bar AssociationLocation: Renaissance Pittsburgh HotelPeople: Jacqueline Motyl
2022 Washington State Tax UpdateWhen: May 26, 2022Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Michelle DeLappe, David P. Papiez, Tommy Gantz, Director of Government Affairs for the Association of Washington Business
New Jersey Basic CLE Marathon 2022When: March 21, 2022Hosted By: Practising Law Institute (PLI)People: Adam M. Grenker
Litigation Tips and Traps: Current Evidentiary and Strategic ConsiderationsWhen: March 17, 2022Hosted By: American Bar Association and Institute for Professionals in TaxationLocation: ABA/IPT Advanced Property Tax Virtual SeminarPeople: Michelle DeLappe
Tax & IP: Transferring and Licensing RightsWhen: March 09, 2022Hosted By: Fox Rothschild LLPLocation: Virtual People: Dianna G. El Hioum
Moving Your Business Offshore? Here’s How to Avoid the Traps That Could Prevent Your SuccessWhen: November 15, 2021Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Kathleen R. Barrow, Peter Terilli
Transactions and Property Tax ValuationsWhen: November 03, 2021Hosted By: Appraisal Institute: Seattle ChapterLocation: Hybrid: Virtual & Sheraton Grand SeattlePeople: Michelle DeLappe, David P. Papiez
The Role of the ExecutorWhen: October 28, 2021Hosted By: Princeton Adult School Location: Zoom Online Video Conference People: Wendy Wolff Herbert
2021 Fiduciary Attorney SummitWhen: October 28 - 30, 2021Hosted By: Fox Rothschild LLPLocation: The Ritz-Carlton BacaraPeople: Eric A. Bevan
Emerging Issues in Property TaxationWhen: September 01, 2021Hosted By: Washington State University - Carson College of BusinessLocation: Washington State Tax ConferencePeople: Michelle DeLappe
Out with the Old, In with the New: Using Trust Decanting to Adapt to Changed CircumstancesWhen: July 28, 2021Hosted By: NYU School of Professional Studies Location: Virtual People: Wendy Wolff Herbert
Growing A Practice Through Building Attorney NetworksWhen: July 14, 2021Hosted By: Wealth Counsel and California ForumLocation: WebinarPeople: Peter S. Myers
Estate Planning Basics and the Current Estate and Gift Tax EnvironmentWhen: June 16, 2021Hosted By: UBS Wealth ManagementLocation: WebinarPeople: Matthew A. Levitsky
2021 Washington State Tax UpdateWhen: May 25, 2021Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Michelle DeLappe, David P. Papiez, Tommy J. Gantz, Government Affairs Director, Tax and Fiscal Policy, Association of Washington Business
Heading South: Changing Domicile to Reduce Your TaxesWhen: May 11, 2021Hosted By: Fox Rothschild LLP Location: Webinar People: John D. Dadakis
How Much Is Too Much? Trustee Compensation and an Analysis of California Rules of Court 7.776When: May 05, 2021Hosted By: The Bar Association of San FranciscoLocation: WebinarPeople: Peter S. Myers
Using CRUT to SECURE the Benefits of a Stretch IRA TrustWhen: April 27, 2021Hosted By: Montgomery County Estate Planning Coucil of PALocation: WebinarPeople: Charles Bender
Role of the ExecutorWhen: March 25, 2021Hosted By: Princeton Adult School Location: Virtual People: Wendy Wolff Herbert, Melissa A. Terranova, Carmella R. Campisano
New Jersey Basic CLE Marathon 2021When: March 19, 2021Hosted By: Practising Law Institute (PLI)People: Adam M. Grenker
Role of the ExecutorWhen: March 18, 2021Hosted By: Princeton Adult SchoolLocation: Virtual People: Wendy Wolff Herbert, Melissa A. Terranova, Carmella R. Campisano
Expatriation: Tips to Make It Easier to Advise Your ClientsWhen: January 28, 2021Hosted By: New York State Society of CPAs - International Taxation ConferenceLocation: Live WebcastPeople: Christopher R. Callahan
Ethics and TechnologyWhen: November 19, 2020Hosted By: Tulane Tax InstituteLocation: WebinarPeople: Michelle DeLappe
Global Strategies: What Foreign Investors, Executives and Entrepreneurs Need to Know About U.S. Immigration & Tax LawWhen: November 10, 2020Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Ali Brodie, Christopher R. Callahan, Scott M. Snyder
Serving as an Expert Witness in Trusts and Estates LitigationWhen: November 01, 2020Hosted By: CPA AcademyLocation: WebinarPeople: Peter S. Myers
Current Developments in Nevada and California Law,When: November 01, 2020Hosted By: Northern Nevada Annual Estate Planning ConferencePeople: Peter S. Myers
Role of the ExecutorWhen: October 22, 2020Hosted By: Princeton Adult School Location: Virtual People: Wendy Wolff Herbert, Melissa A. Terranova,
California Income Taxation of Departing [Soon To Be Former] Residents And Their TrustsWhen: September 01, 2020Hosted By: CPA AcademyLocation: WebinarPeople: Peter S. Myers
Conservation Easement UpdateWhen: July 24, 2020Hosted By: Georgia Society of CPAs Estate Planning ConferenceLocation: The Ritz-Carlton Reynolds, Lake OconeePeople: Vivian D. Hoard
Out with the Old, In with the New: Using Trust Decanting to Adapt to Changed CircumstancesWhen: July 17, 2020Hosted By: NYU School of Professional Studies Location: Virtual People: Wendy Wolff Herbert
Domestic and International Taxation of Real EstateWhen: June 01, 2020Hosted By: Florida Bar Tax Law and Business Law SectionsLocation: Webinar SeriesPeople: Christopher R. Callahan
Smart Estate Planning During an Economic Downturn: What Families Can Do to Protect WealthWhen: May 28, 2020Hosted By: Bucks County Estate Planning Council Location: WebinarPeople: Michael J. Maransky
CARES Act Tax Solutions: Critical Opportunities for Businesses in the DownturnWhen: May 21, 2020Hosted By: American Law Institute Continuing Legal Education Location: Virtual People: Wendy Wolff Herbert
International Tax Issues Related to the CARES Act of 2020When: May 01, 2020Hosted By: Florida Bar Tax Law SectionLocation: Live WebcastPeople: Christopher R. Callahan
Smart Estate Planning During an Economic Downturn: What Families Can Do to Protect WealthWhen: April 16, 2020Hosted By: Fox Rothschild LLP Location: Webinar People: Michael J. Maransky, J. Tod Hyche
Coping With COVID: Topics To Help You, Your Family and Your Business Navigate Through UncertaintyWhen: April 07, 2020Hosted By: Delaware Valley Family Business CenterLocation: Webinar People: Michael J. Maransky
Role of the ExecutorWhen: January 29, 2020Hosted By: Princeton Adult School Location: Virtual People: Wendy Wolff Herbert, Melissa A. Terranova
Estate Planning & the SECURE Act: What You Need to KnowWhen: January 22, 2020Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Michael J. Maransky
Estate Planning Strategies to Prevent LitigationWhen: November 19, 2019Hosted By: Fox Rothschild LLP and BiolabsLocation: Princeton Innovation Center BioLabsPeople: Elizabeth J. Hampton, Wendy Wolff Herbert, Melissa A. Terranova
U.S. Taxation of Foreign Pensions – Advanced Planning Strategies for Latin American ClientsWhen: November 08, 2019Hosted By: Alpha Kappa Psi - CPE ConferencePeople: Christopher R. Callahan
Preparing the Pennsylvania Inheritance Tax ReturnWhen: November 07, 2019Hosted By: Pennsylvania Bar InstituteLocation: Estate Law Institute 2019People: Charles Bender
Employment Tax Issues in the Gig EconomyWhen: October 2019Hosted By: American Bar Association Tax Section Fall MeetingLocation: San Francisco, CAPeople: Elizabeth K. Blickley
Update on Conservation Easements, Captive Insurance and Other Listed TransactionsWhen: September 20, 2019Hosted By: North Atlanta Tax CouncilPeople: Vivian D. Hoard
Using Trusts As S Corporation ShareholdersWhen: July 25, 2019Hosted By: New York University Tax ConferencesLocation: The Westin New York at Times SquarePeople: Wendy Wolff Herbert, Melissa A. Terranova
Out With the Old, In With the New: Using Trust Decanting to Adapt to Changed CircumstancesWhen: July 19, 2019Hosted By: New York University Tax ConferencesLocation: The Westin New York at Times SquarePeople: Wendy Wolff Herbert
Planning Issues and Problems with Respect to Decanting TrustsWhen: June 25, 2019Hosted By: Middlesex County Bar AssociationLocation: Greenberg & SchulmanPeople: Wendy Wolff Herbert
U.S. Taxation of Foreign Pensions – Advanced Planning StrategiesWhen: June 19, 2019Hosted By: Florida Institute of Certified Public Accountants (FICPA) - CPE ConferenceLocation: WebcastPeople: Christopher R. Callahan