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May

View by Month:     2009

 

April 30 – May 1, 2009
2009 ABA Section of Real Property, Trust & Estate Law 20th Annual Spring Symposium
Washington, DC
Continuing Education Credits Available: Yes
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May 3 – May 6, 2009
Association for Advanced Life Underwriting 2009 Annual Meeting
Washington. DC
Continuing Education Credits Available: Yes
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May 4 – May 6, 2009
American Institute of CPAs Practitioners Symposium
Las Vegas, NV
Continuing Education Credits Available: Yes
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May 7 – May 8, 2009
American Institute of CPAs Conference on Tax Strategies for the High-Income Individual
Las Vegas, NV
Continuing Education Credits Available: Yes
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May 7 – May 8, 2009
Society of Trust & Estate Practitioners Second Annual Pacific Rim Conference
San Francisco, CA
Continuing Education Credits Available:
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May 7 – May 9, 2009
American Bar Association Section of Taxation 2009 May Meeting
Washington, DC
Continuing Education Credits Available: Yes
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May 17 – May 22, 2009
American Bankers Association National Trust School
Atlanta, GA
Continuing Education Credits Available: Yes
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May 17 – May 22, 2009
American Bankers Association Graduate Trust School
Atlanta, GA
Continuing Education Credits Available: Yes
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May 27 – May 30, 2009
National Association of Certified Valuation Analysts Sixteenth Annual Consultants’ Conference
Boston, MA
Continuing Education Credits Available: Yes
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May 28 – May 29, 2009
American Bar Association Section of Taxation: How to Handle a Tax Controversy at the IRS and in Court: From Administrative Audit Through Litigation
San Antonio, TX
Continuing Education Credits Available: TBD
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Fate of Famed Art Collection Unresolved

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

The Shifting Sands of the Tax Burden

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

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Gsphere

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

Evaluate retirement projections with this online tool...

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Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys

Podcasts

Advising the Wealthy: It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

Webinars

Roth IRA Conversions - The Critical Issues

Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
Available On Demand!...

Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
Available On Demand!...