NAEPC Webinars:

Wednesday, December 9, 2020 at 3:00pm - 4:00pm ET - Virtual Shift: How to Work Online with Meetings, Webinars and More

Source: The Robert G. Alexander Webinar Series

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In order to help Business Advisors, Dean DeLisle has assembled this informative webinar to show you the best practices to help stay connected and engaged with your teams and audiences going forward. We are in a new virtual world and now need to adjust our business and work practices. Dean will show you techniques using examples from Zoom, GotoWebinar, Microsoft Teams, and other collaborative software. In this period of adjustment, it is essential not only to learn to how to work remotely, but also stay connected with each other. We will show methods relating to meetings, webinars, building and sharing content and even having some fun in the process.  This will be the new normal for a while, and in these times, we must stay connected and help each other to adjust. Many of our clients are experiencing an increase in business services by making a few simple modifications and learning some new technology.

As Founder and CEO of Forward Progress, Dean leads his core team to provide digital thought leadership marketing solutions, serving over 2,000 corporate clients over the past 15 years. In 2012 Dean created and released a Social Influencer Development Platform known as Social Jack. Dean is host of his own Podcast, Influence Factory, where he enjoys exclusive interviews with leading business influencers. His recent book, FIRST, The Street Guide to Digital Business Influence gives the reader proven essential steps and tools to develop thought leadership and recognition in their industry.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, January 20, 2021 at 3:00pm - 4:30pm ET - Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion

Source: The Robert G. Alexander Webinar Series

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Panelists - Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gregory E. Sellers, CPA, AEP®

Please note this is a special 90-minute presentation. Details coming soon.

REGISTER HERE for the individual program.

 

Wednesday, February 10, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon. REGISTER HERE for the individual program.

Wednesday, March 10, 2021 at 3:00pm - 4:00pm ET - Diversity, Equity and Inclusion

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, April 21, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, May 12, 2021 at 3:00pm - 4:00pm ET - 529 Planning

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, June 9, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, July 14, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, August 11, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, September 8, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Top Picks

The following articles were “top picks” from the current and previous issues, in terms of views by AEP® designees:

The Biden Estate Tax Cliff: Gifting Like it’s 2012 All Over Again (PDF)
As we get closer to the November election, more and more wealthy people will continue to hedge by making the gifts that they should have been making all along.
Reproduced courtesy of The Ultimate Estate Planner, Inc.
Author: Steven J. Oshins, JD, AEP® (Distinguished)

The CARES Act (PDF)
The authors detail provisions of the new act that are pertinent to small businesses and individuals.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished); Michael Geeraerts, CPA, JD, CGMA®, CLU®; and, Jim Magner, JD

Drafting Income Tax-Sensitive Trusts Under the New Tax Laws (PDF)
Tax law changes in 2017 and 2019 have altered the income tax consequences of utilizing trusts in estate planning. The authors outline current problems and propose solutions with sample language.
Authors: James G. Blase, CPA, JD, LL.M. and Ryan G. Polley, JD

Estate and Tax Planning Roadmap for 2019-2020 (PDF)
The authors clear a strategic path through our new planning landscape and illustrate techniques to traverse potential detours along the way.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), Jonathan Blattmachr, Esq., AEP® (Distinguished), Joy Matak, JD, LL.M., and Sandra D. Glazier, JD

Income Tax Planning Using Estate Planning Techniques (PDF)
A comprehensive overview on dual purpose planning strategies. Includes key diagrams and financial illustrations.
Author: Stacy Eastland JD, AEP® (Distinguished)

Trust Planning After JCTA (PDF)
A must read!  A compendium of estate and tax planning strategies relevant in the wake of TCJA as well as other critical developments.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Jonathan Blattmachr, Esq., AEP® (Distinguished), and Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished)

Exploiting the New IRC 199A Pass-Thru Business Deduction Using the Magical 28.57% W-2 Formula and Additional Taxpayers (PDF)
A sweet treat! Learn the 28.57% formula and how it can maximize the benefits of IRC Section 199A. Additional taxpayers may prove to be the cherry on top.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Steven J. Oshins, JD, AEP® (Distinguished)

How The Tax Cuts and Jobs Act Might Change Estate Planning (PDF file)
From Issue 28 – April, 2018
Learn how to take advantage of new opportunities and avoid potential traps created by the TCJA and why it is important to revisit all existing planning!
Published with permission, The CPA Journal, the Voice of the Profession, January, 2018.
Author: Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished)
Checklist: Annual Review (PDF file)
From Issue 27 – October, 2017
This cool tool provides a quick overview of the suggested areas to review with your estate planning clients each year.
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
2017 Heckerling Institute of Estate Planning Highlights (PDF file)
From Issue 26 – May, 2017
Marty’s amazing PowerPoint hits the high points of Planning in Light of Repeal and Recent Developments, including Preferred Partnership Planning, Life Insurance, GRATs, Drafting Points, 2704 and many other critical categories.
Reproduced courtesy of Heckerling Institute and the University of Miami, and Leimberg Information Services, Inc. (LISI)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
Estate Planning Traps That Have Nothing To Do With Estate Taxes (PDF file)
From Issue 25 – December 2016
A NAEPC Journal original! At a time when some clients may be wondering why they should proceed with estate planning due to the proposed elimination of the estate tax, this article reminds us that there are many issues to resolve aside from taxes and provides wise counsel on how to proceed.
Authors: Stuart M. Horwitz, JD, LLM (Taxation) and Jason S. Damicone, JD, LLM (Taxation)
Creative Planning Strategies Once the 2704 Regs Become Final (PDF file)
From Issue 24 – August, 2016
Hot off the presses. A critical read for some direction on the 2704 regs.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Steven J. Oshins, JD, AEP® (Distinguished) and Robert S. Keebler, CPA, MST, AEP® (Distinguished
The Anatomy of the Perfect Modern Trust – Part 1 (PDF file)
From Issue 23 – March, 2016
The authors identify and examine methods to accomplish the 6 factors on the client “wish list”: Control; Use/Enjoyment; Flexibility; Creditor Protection; Tax Savings; and, Simplicity.
Reproduced courtesy of Thomson Reuters’ Estate Planning
Authors: Richard Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Steven G. Siegel, LL.M.
Updated ACTEC State Death Tax Chart (PDF file)
From Issue 22 – October, 2015
Reprinted with the permission of ACTEC
Author: Charles Fox, IV, A.B., M.A., JD, AEP® (Distinguished)
Putting It All Together—Some Of The Best Planning Strategies We See In The New Frontier That Reduce Both Income Taxes And Estate Taxes (PDF file)
From Second Quarter, 2015 Issue
Author: S. Stacey Eastland, JD, AEP® (Distinguished)
Planning for Estates Under the $10 million Exemption (PDF file)
From First Quarter, 2015 Issue
Author: Steve Akers, JD, AEP® (Distinguished)