Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
March 9, 2017
Charitable Planning – Partnering with “Your” Charity
March 13, 2017What Every Estate Planner Should Know About International Planning
$25.00
The U.S. is currently the “Switzerland” of years past, and more and more wealthy non-U.S. persons are investing in moving to the U.S. However, absent planning, these individuals will be unnecessarily subject to significant U.S. income and transfer tax. Jonathan will discuss the increasing importance of the rules surrounding typical international client scenarios, planning options, and traps for the unwary.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Jonathan A. Mintz, Esq.
PREVIEW:
The U.S. is currently the “Switzerland” of years past, and more and more wealthy non-U.S. persons are investing in moving to the U.S. However, absent planning, these individuals will be unnecessarily subject to significant U.S. income and transfer tax. Jonathan will discuss the increasing importance of the rules surrounding typical international client scenarios, planning options, and traps for the unwary.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Jonathan A. Mintz, Esq.
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Social Media – “Smocial” Media
$25.00So, you tried it yourself, you paid others, and you got even more frustrated – at best your increase in business has been inconsistent and you are thinking this is a waste of time! Today, true message impact and the steps to get there will be unveiled. Join the party . . . and the future!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Dean DeLisle
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Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
$25.00Discussion topics include: Fundamental changes to the Social Security system enacted by Congress in early 2016 and how to maximize lifetime benefits. Navigating the complex World of Social Security and the various questions you will face from clients on the earnings test, actuarial reduction, delayed retirement credits, full retirement age, primary insurance amount, survivor benefits, and income optimization.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Daniel Morilak
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Trustee Training: Rights and Responsibilities – Oct 11
$25.00A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations? Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships. The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Steve Mancini, Esq.
