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Estate Tax Upcoming Webinars

Valuable Planning for Snowbirds: Tips, Traps and Tactics for Advisors with Clients in Florida
Date: May 28, 2013
Time: 12:30 PM - 2:00 PM ET
Speakers: Alan S. Gassman and Christopher J. Denicolo, Gassman Law Associates, P.A.; and Gary Teblum, Trenam Kemker Scharf Barkin Frye O’Neill and Mullis, P.A.


Most advisors with Florida clients are unaware of the myriad of unique rules and planning considerations that affect Florida estate, tax and business planning. It is therefore vitally important...
Gift Tax Filing and Form 709 Preparation
Date: June 19, 2013
Time: 12:30 PM - 2:00 PM ET
Speakers: Keith Schiller, Esq., Schiller Law Group, PLC


Form 709 is the most commonly filed of all transfer tax returns (approximately 10 times more common than estate tax returns) and provides a significant opportunity to reduce later estate tax and/or...