Archived Webinars
ESTATE PLANNING UPDATE AND USING SECTION 1202 TO STACK GIFTS
Recorded Date
February 3, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
TRUSTS AND ESTATES: 2022 UPDATES
Recorded Date
February 17, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
TRUSTS AND ESTATES: TIME FOR YOUR 2021 UPDATES
Recorded Date
February 5, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
Justin Miller
Evercore Wealth Management, LLC
Partner and the National Director of Wealth Planning
justin.miller@evercore.com
(415) 288-3012