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Real Estate Wealth, Inheritance Planning that Works

This seminar covers estate planning and how you can limit taxes, avoid probate, and maximize inheritance by utilizing Revocable Living Trusts, Family LLC/LLP, Spousal Limited Access Trusts, Charitable Remainder Trusts, and Irrevocable Life Insurance Trusts.

IRA Tax Planning, De-fusing the tax time bomb

This seminar covers retirement and estate planning and how you can limit taxes, avoid probate, and maximize inheritance by utilizing reverse mortgages, conduit trusts, and investments.  What should you do with your required minimum distributions?  What strategies can you use for beneficiary designations?

Overview of GASB Statements 68 & 71 Accounting and Financial Reporting for Pensions 2015

Part 1 GASB Statements 68 & 71, Accounting and Financial Reporting for Pensions, represent a major change to financial reporting for local governments.  In this session we will cover an overview of in GASB 68 and current developments related to the new pension reporting standards.  Topics will include: an overview of GASB 68, key terms and concepts used in GASB 68, and recent developments related to the topic.