1.0 Credits

This live stream will review changes to Estate planning affecting practitioners and their clients in response to the Coronavirus and its economic effects. 

• Call to Action – Get Your Ducks in a Row
• Virtual Estate Planning While Social Distancing 
• Special Planning for Business Owners
• How to Preserve Wealth and Not Give It Away
• Family Loans and Refinancing
• Planning for the Coming Divorces

Major Topics


Designed For

Anyone involved in the preparation and/or review of income tax returns or who provides tax advice


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