Taxes Videos

• Creative Strategies for Passing Wealth to your Heirs

  November 09th 2021

• Life Insurance Planning in 2021

  April 13th 2021

• Using Tennessee Situs for Wealth Planning

  April 09th 2021

• Israel: Trust Tax Planning

  March 31th 2021

• Charitable Planning – Income Tax Considerations - Part 1

  January 12th 2021

• Charitable Remainder Trusts: They Don’t Have to Lockup Assets for Life

  July 24th 2020

• Notre Dame Tax and Estate Planning Institute October Introduction Part 3

  June 25th 2020

• Notre Dame Tax and Estate Planning Institute October Introduction Part 1

  June 22th 2020

• Estate Tax Planning for The Coronavirus

  March 19th 2020

• The Secure Act - Ten Year Rule

  February 12th 2020

• Introduction to the Secure Act

  February 12th 2020

• Expatriation

  December 19th 2019

• Reporting Foreign Assets

  December 19th 2019

• Closely Held Business Owners Long Term (exit strategy) Goals

  December 19th 2019

• Closely Held Business Owners (Current Operation) Goals and Type of Entity and Things They Should Consider Achieving

  December 19th 2019

• How to Prepare Your Clients for a Business Sale

  July 25th 2019

• State Income Taxation of Trusts: Kaestner and other Cases

  February 13th 2019

• Conversion of Corporation to LLC: Tax Considerations

  January 25th 2019

• Conversion of Corporation to LLC: Non-Tax Considerations

  January 25th 2019

• New Year's Estate & Financial Planning Resolutions

  December 28th 2018

• New Jersey Inheritance Tax

  November 30th 2018

• Basics of Trust Income Taxation

  November 30th 2018

• Gift Tax Return Common Mistakes

  November 30th 2018

• Annual Exclusion Gifts, Crummey Powers: ILITs, Wealth Transfer and Why it Still Matters with Large Exemptions

  November 29th 2018

• Split Dollar Life Insurance...Has it Survived Cahill?

  November 29th 2018

• Defined Value Mechanisms

  November 29th 2018

• Forms of Ownership by Spouses

  November 29th 2018

• Note Sale Transaction Tips

  November 29th 2018

• Qualified Charitable Distributions (QCDs) - When Does It Make Sense To Consider?

  November 19th 2018

• Conversion to Roth IRAs - When and Why to Consider

  November 19th 2018

• Grantor vs. Non-Grantor Trusts-Which to Use Now and Why

  November 19th 2018

• Entities Holding Trustee Positions

  November 19th 2018

• Basics of How to Operate an Irrevocable Trust

  October 10th 2018

• Life Insurance Tax Benefits

  April 05th 2018

• Basic Step-up

  January 09th 2018

• Property Tax Deductions

  December 13th 2017