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September

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September 3-5
The Sharpe Group
An Introduction to Planned Giving Seminar
Grand Hyatt Seattle
Seattle, WA

September 7-10
Cannon Financial Institute
Growing Your Business for Wealth Advisors
Mart Plaza
Chicago, IL

September 7-10
Cannon Financial Institute
Retirement Plan Services Graduate
Mart Plaza
Chicago, IL

September 7-11
Cannon Financial Institute
Corporate Trust Advanced
Mart Plaza
Chicago, IL

September 7-12
Cannon Financial Institute

Personal Trust Business School
Mart Plaza
Chicago, IL

September 7-13
Cannon Financial Institute

Investment Management I
Mart Plaza
Chicago, IL

September 9-12
Cannon Financial Institute

Growing Your Business for Wealth Advisors II – CWS
Mart Plaza
Chicago, IL

September 10 – September 11, 2009
American Law Institute/American Bar Association Sophisticated Estate Planning Techniques
Boston, MA
Continuing Education Credits Available: Yes
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September 10-12
Institutional Investor

5th Annual Integrated Wealth Management Forum
Union League Club
New York, NY

September 11-13
Cannon Financial Institute
Drafting Essentials, Document Analysis and Recent Developments
Mart Plaza
Chicago, IL

September 11-13
American Bar Association
2008 Joint Fall CLE Meeting
San Francisco, CA

September 12 – September 16, 2009
National Association of Insurance and Financial Advisors Annual Meeting
Orlando, FL
Continuing Education Credits Available: Yes
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September 17
National Committee on Planned Giving
Beyond Basic Bequest Administration (aka Bequests Gone Bad)
Virtual seminar

September 22-26
Southern Federal Tax Institute
The 43rd Annual Southern Federal Tax Institute
Grand Hyatt Atlanta in Buckhead
Atlanta, GA

 


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Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

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2011 Trust Glossary

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50 Years Ago This Month

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

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