High-Profile Estate Lessons Learned (Empty Mansions)When: June 14, 2017Hosted By: AICPA Advanced Personal Financial Planning ConferencePeople: John D. Dadakis
Georgia Tax Section WorkshopsWhen: May 26, 2017Hosted By: North Carolina Bar AssociationLocation: Kiawah Island Golf ResortPeople: Vivian D. Hoard
Stipulation in the Tax Court With Judge CarluzzoWhen: May 2017Hosted By: American Bar Association Tax Section May MeetingLocation: Washington, D.C.People: Elizabeth K. Blickley
Anatomy of a Will ContestWhen: May 17, 2017Hosted By: Chicago Estate Planning Council LuncheonPeople: John D. Dadakis
Traps for the Unwary: Using Charitable Trusts in Estate PlanningWhen: May 11, 2017Hosted By: Estate Planning Council of the Lehigh ValleyLocation: Saucon Valley Country ClubPeople: Richard S. Caputo
Succession Planning for Closely Held Businesses in the Age of TrumpWhen: February 16, 2017Hosted By: Fox Rothschild LLPLocation: Fox Rothschild LLPPeople: Eric J. Michaels, Joseph J. Kulunas
Income Tax Basis Planning for Irrevocable TrustsWhen: February 06, 2017Hosted By: Client InstitutionLocation: Greenville, SCPeople: J. Tod Hyche
Estate Planning in an Age Where There is No Federal Estate TaxWhen: February 02, 2017Hosted By: First Republic Investment Management Lunch and LearnPeople: John D. Dadakis
New and Enhanced FBAR and FATCA Reporting RequirementsWhen: January 10, 2017Hosted By: Clear Law InstitutePeople: Matthew D. Lee
Horse of a Different Color: CDP Litigation With Judge VasquezWhen: January 2017Hosted By: American Bar Association Tax Section Midyear MeetingLocation: Orlando, FLPeople: Elizabeth K. Blickley
International Tax Issues for the General PractitionerWhen: December 15, 2016Hosted By: Institute of Continuing Legal Education: State Bar SeriesPeople: Vivian D. Hoard
Options for Handling an IRS Audit When Negotiations Fizzle Out With the Examination DivisionWhen: December 07, 2016Hosted By: Georgia Society of CPAs, 2016 IRS Solutions ConferencePeople: Vivian D. Hoard
Developing Appreciative Inquiry, Ethical Wills, Heritage and Legacy Documents Reflecting Family CulturesWhen: December 06, 2016Hosted By: NYCFEC's Diversity and Cultural Influences on NYC Families and their EnterprisesLocation: NYC Family Enterprise CenterPeople: John D. Dadakis
Spousal Lifetime Access Trusts (SLATs) and Sales to Intentionally Defective Grantor Trust (IDGTs)When: November 30, 2016Hosted By: BB&T WebinarLocation: WebinarPeople: J. Tod Hyche
The Essentials of Estate PlanningWhen: November 15, 2016Hosted By: Bucks County Community College Foundation and Bucks County Estate Planning Council People: Charles Bender
Federal and Pennsylvania Estate Tax IssuesWhen: November 14, 2016Hosted By: Pennsylvania Institute of Certified Public Accountants; Greater Philadelphia Chapter Location: Presidential Caterers People: Charles Bender
PBI 23rd Annual Estate Law InstitueWhen: November 08, 2016Hosted By: Pennsylvania Bar Institute People: Charles Bender
Revocable Living Trusts from Start to FinishWhen: November 07, 2016Hosted By: National Business InstituteLocation: Princeton, NJPeople: Wendy Wolff Herbert
Proposed Regulation May Eliminate Family Business Valuation DiscountsWhen: October 27, 2016Hosted By: Wharton Club of New Jersey People: Adam M. Grenker
“PATH” Through Privileges: Changes to the Rules of Evidence in the Tax Court With Judge HalpernWhen: October 2016Hosted By: American Bar Association Tax Section Fall MeetingLocation: Boston, MAPeople: Elizabeth K. Blickley
ACEC California 2016 Annual ConferenceWhen: September 27, 2016People: Laura Terry Howard, Peter S. Myers
Integrating Retirement Assets into the Estate PlanWhen: July 28, 2016Hosted By: NYU Summer Institute in Taxation People: Wendy Wolff Herbert
Recent Developments in International Inbound TaxationWhen: July 04, 2016Hosted By: Florida Bar Tax Law SectionPeople: Christopher R. Callahan
Financial Advisor’s Role in Modern Financial and Tax Planning and ComplianceWhen: June 28, 2016Hosted By: Fox Rothschild LLP People: Adam M. Grenker, Matthew S. Adams
Estate Planning 101 - Wills and Trusts: What You Need to KnowWhen: May 18, 2016Hosted By: Transamerica CorporationLocation: Valley Forge CasinoPeople: William Bennett Cooper III
Court Procedure and Practice Current Developments With Judge ThorntonWhen: May 2016Hosted By: American Bar Association Tax Section May MeetingLocation: Washington, D.C.People: Elizabeth K. Blickley
Understanding Root Causes of Fiduciary LitigationWhen: April 21, 2016Hosted By: Attorneys for Family-Held Enterprises (AFHE) 2016 Annual ConferenceLocation: Washington, DCPeople: John D. Dadakis
Eggshell AuditsWhen: March 18, 2016Hosted By: North Atlanta Tax Council LuncheonPeople: Vivian D. Hoard
The Charitable Needs of Clients and the Importance of Planned Giving ProfessionalsWhen: February 25, 2016Hosted By: South Carolina Planned Giving Council's Winter LuncheonPeople: J. Tod Hyche
Understanding the Business's Life Cycle: Top 10 Considerations for 2016When: February 08, 2016Hosted By: Fox Rothschild LLP and the Wharton Alumni Club of New JerseyLocation: WebinarPeople: Eric J. Michaels