UPCOMING SEMINARS
Each of the teleconferences listed below have been approved by NASBA for 1 CPE
credit. All of our seminars are archived after the event date. If you are
interested in attending an upcoming live teleconference or listening to an archived
seminar, please contact our firm at 334-699-2323.
2012 Live Seminars
There are no live seminars scheduled at this time.
Archived Seminars
- Jan 2007: Highlights of the New Extender Legislation & Its Impact on 2006 Returns
- Feb 2007: Comprehensive Estate and Financial Planning Checklist
- Apr 2007: New Opportunities and More in Charitable Giving
- May 2007: Fiduciary Tax Update
- Jun 2007: Coordinating Income and Estate Tax Planning for IRAs and Qualified Plans
- Jul 2007: Retirement Contribution Plan Update
- Aug 2007: Mathematics of Estate Planning
- Sep 2007: Practical Application of Employee Stock Ownership Plans (ESOPs)
- Oct 2007: Year-End Tax Planning (2007)
- Nov 2007: The Mathematics of Roth Conversions, Stretch IRAs and Life Insurance Used to Protect IRAs
- Dec 2007: 2007 in Review
- Jan 2008: Practical Applications of Deferred Compensation
- Feb 2008: Generating Additional Business During Tax Season
- Apr 2008: Recent Developments with Qualified Appraiser and Appraisal Requirements: The Broad Impact on Gift and Estate Tax Returns
- May 2008: Understanding the Adequate Disclosure Rules for Gift Tax Returns
- Jun 2008: Asset Protection Planning: Now More Important Than Ever
- Jul 2008: Planning for the New Expatriation Rules - There's More to it Than You May Think
- Aug 2008: Planning Opportunities with Cost Segregation
- Sep 2008: Survey of Tax-Favored Investments
- Oct 2008: Hot Tax Ethics and Practice and Procedure Issues: Circular 230 Preparer Standards, Penalties and More
- Nov 2008: Year-End Planning Opportunities - And What to Expect from the New President
- Dec 2008: 2008 in Review: The Calm Before the Storm
- Jan 2009: Best Planning Opportunities in Today's Low Interest Rate Environment, Plus the Impact of the New Administration
- Feb 2009: 10 Best Ideas to Reduce Your Client's Taxes and Keep You Busy Throughout the Summer
- Apr 2009: Practical Applications of the Economic Stimulus Package
- May 2009: The Grantor Trust Rules and their Implications
- Jun 2009: Strategies to Use Tax Carryforwards
- Jul 2009: "Cash Balance" Defined Benefit Plans
- Aug 2009: Suspension of the RMD Rules in 2009: What does this mean to you and your clients?
- Sep 2009: Handling Losses on 2008 Returns Due 10/15/2009
- Oct 2009: Year End Planning Opportunities
- Nov 2009: Roth IRA Conversions in 2010
- Dec 2009: 2009 in Review
- Jan 2010: What You Need to Know About Gift Tax Returns
- Feb 2010: Generating Business Beyond Tax Season
- May 2010: State of the Federal Estate Tax
- May 2010: What You Need to Know About Options
- Jun 2010: Step-Up in Basis Rules
- Jul 2010: Mid-Year Roth Conversion Update
- Aug 2010: Advanced GST Planning
- Sep 2010: The New Math of Estate Planning
- Oct 2010: IRAs in Review
- Nov 2010: Year-End Planning Opportunities
- Dec 2010: 2010 Year in Review