Advisor Telephone Seminars

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do ...sequent developments. The focus will be on how the client advisor team, consisting of the estate planning attorney, insurance consultant, accountant and wealth manager, can take practical and coordinated steps to best serve their clients through the uncertainty. How can document drafting be changed to deal with the uncertainty? Even if the estate tax is retroactively reinstated, it may take  more...

Circular 230 Update and Practitioner Regulation: Expansion of Scope and Clarifications ...advisors are increasingly burdened with expanded regulation and penalty exposure for themselves and their firms or institutions. Tax departments have moved from being a profit center to being a center for risk management. This teleconference will help you understand the current requirements and risks for tax preparers and advisors. The teleconference will cover the obligations of both the  more...