Upcoming Events

Please check back regularly for an updated listing of all of Bob’s live webinars and conferences. Please follow the links provided for additional details on each event and information on how to register/attend!

Oct. 2

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

Friday, October 2

1:00 PM EDT – 2:30 PM ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

Whether it’s called CARES 2, HEROS, or HEALs Congress is posed to strike a deal releasing trillions of dollars of economic relief into the economy next week. Negotiations are ongoing, however it appears the legislation will include another round of forgivable PPP loans for the most-impacted businesses and tax credits to encourage businesses to safely retain and rehire employees. Understanding these provisions as soon as possible will demonstrate your value to clients by helping them quickly capture much-needed relief dollars.

For more information or to register click here:

Details

Oct. 8

Best of the Best: The Very Best Tax Planning Ideas in 2020

Thursday, October 8

12:00 PM EDT – 1:30 PM ET

Best of the Best: The Very Best Tax Planning Ideas in 2020

Whether you’re an estate planning attorney, CPA, or financial advisor, it is important that you understand that 2020 is a special year with a lot of potential changes to come, regardless of how the November election pans out.

For more information or to register click here:

Details

Oct. 27

Understanding and Taking Maximum Advantage of the GST Rules — 2020 Update

Tuesday, October 27

12:00 PM EDT – 1:30 PM ET

Understanding and Taking Maximum Advantage of the GST Rules — 2020 Update

With the current, high estate tax exemption, many practitioners believe “generation skipping” tax planning (keeping inherited assets out of the children’s taxable estates) is no longer needed for most clients, just for very large estates.

However, the estate tax exemption could be frozen or even reduced after the 2020 Presidential election.  Even if this doesn’t happen, many married estates will likely underutilize the “generation skipping tax” (“GST”) exemption because it isn’t subject to portability. And keep in mind that inherited estates may grow during children’s lifetimes because, even in moderate sized parents’ estates, trusts are often being set up for children (such as for asset protection, divorce, blood-line distribution control or income tax reasons).  The reality is, GST planning is appropriate in lots of estates.

For more information or to register click here:

Details