Archived Seminars
2012 WEBINARS AND HANDOUT MATERIALS
May 2012
May 3rd - Retirement Planning For Business Owners
Bruce Givner, Esq. [Request Audio & Handout]
March 2012
March 15th - ESOPs – The Alternative Exit Strategy In A Tight Credit Market
Eitan Milstein of CSG Partners, LLC
March 1st – Tax Problems Faced By Real Estate Professionals and Investors
Gregg Wind, CPA, Wind & Stern, LLP
February 2012
February 16th - Attractive Real Estate Investments During The Current Economy
David Gribin, MAI , CPM [Request Audio & Handout]
February 2nd - The 10 Most Common Flaws In Estate Planning and How To Spot Them
Owen Kaye, Esq. [Request Audio & Handout]
January 2012
January 19th - Everything You Always Wanted To Know About Family Trusts, But Were Afraid to Ask
The Law Offices of Givner & Kaye, APC [Request Audio & Handout]
2011 WEBINARS AND HANDOUT MATERIALS
December 2011
December 15th - Tax Planning For The Sale Of Your Business
Bruce Givner, Esq. [Request Audio & Handout]
December 1st – Asset Protection Planning: The Advanced Course
Owen Kaye, Esq. [Request Audio & Handout]
November 2011
November 17th - Protecting The Fiduciary In Real Estate Property Sales
Kelly deLaat & Rachelle Rosten, of Coldwell Banker [Request Audio & Handout]
November 3rd – IRA and Retirement Plan Beneficiary Designations: Problems and Opportunities
Owen Kaye, Esq. [ Request Audio & Handout ]
October 2011
October 20th – Asset Protection Planning: The Advanced Course
Bruce Givner, Esq. [ Request Audio & Handout ]
October 20th - How To Hedge Your Assets For Long-Term Care
Barry Boscoe, CFP of Brighton Advisory Group
October 6th - Year End Income Tax Planning: What Can You Do At This Late Date?
Bruce Givner, Esq. [ Request Audio & Handout ]
September 2011
Sept. 15th - Buy-Sell Agreements From A Valuator’s Perspective
Adam McArthur, CFA, ASA of Strategic Valuation Group, LLC [ Request Audio & Handout ]
August 2011
Aug. 19th - Do You Wish To Be Party To A Fraudulent Transfer?
David Berardo, Esq [ Request Audio & Handout ]
July 2011
July 7th - Estate Planning For Smaller Estates
Bruce Givner, Esq. [ Request Audio & Handout ]
June 2011
June 16th - Large Pension Deductions For Closely Held Businesses
Stan Weisleder [ Request Audio & Handout ]
May 2011
May 19th - Is Now A Good Time To Sell Your Business?
David Bonrouhi [ Request Audio & Handout ]
April 2011
Apr. 21st - Family Lifetime Maintenance Programs
Bruce Givner, Esq. [ Request Audio & Handout ]
Apr. 7th - Purchases And Sales (And Reorganizations) Of Businesses: Sales & Use Tax, Property Tax And Documentary Transfer Tax Issues
Bruce Givner, Esq. [ Request Audio & Handout ]
March 2011
Mar. 17th - How Do Parents Keep Control During Their Lifetimes And After They Are Dead
Bruce Givner, Esq. [ Request Audio & Handout ]
Mar. 3rd - Foreign Private Annuities
Bentley Mooney, Esq. [ Request Audio & Handout ]
February 2011
Feb. 17th - Planning In Light Of The New Estate Tax Law
Bruce Givner, Esq. [ Request Audio & Handout ]
Feb. 3rd - What To Do When The IRS Comes Knocking
Dennis Brager, Esq. [ Request Audio & Handout ]
January 2011
Jan. 20th - Deliverables To Bring Added Value And Understanding To Your Most Important Clients And More Revenue For Your Firm
Simon Singer, CFP [ Request Audio & Handout ]
Jan. 20th - Integrated Wealth Strategies: The “Mr. And Mrs. White” Case Study
Bruce Givner, Esq. [ Request Audio & Handout ]
Jan. 6th – Integrated Wealth Strategies
Bruce Givner, Esq. [ Request Audio & Handout ]
2010 WEBINARS AND HANDOUT MATERIALS
December 2010
Dec. 16th - Making The Best Possible Deal With The IRS And The FTB
Don Stabler [ Request Audio & Handout ]
Dec. 2nd - Asset Protection Planning: The Advanced Course
Bruce Givner, Esq. [ Request Audio & Handout ]
Novemmber 2010
Nov. 18th - Year End Income Tax Planning: What Can You Do At This Late Date?
Bruce Givner, Esq. [ Request Audio & Handout ]
Nov. 4th - Best Way To Protect Liquid Assets? part 1
David Berardo, Esq. [ Request Audio & Handout ]
Nov. 4th - Best Way To Protect Liquid Assets? part 2
David Berardo, Esq. [ Request Audio & Handout ]
October 2010
Oct. 21st - Qualified Personal Residence Trusts: Beyond The Basics, Featuring “Pre- QPRT TICs,” “Reverse QPRTs” and GRATs For Expensive Homes
Owen Kaye, Esq. [ Request Audio & Handout ]
Oct. 7th - Making Your Practice More Valuable To Your Clients And To You
Simon Singer, CFP [ Request Audio & Handout ]
September 2010
Sept. 16th - Foreign Asset Protection Trusts: Ease Of Use By California Residents
David Berardo, Esq. [ Request Audio & Handout ]
Sept. 2nd – DAPTs: Domestic Asset Protection Trusts – Which State Is Best?
Bruce Givner, Esq. [ Request Audio & Handout ]
August 2010
Aug. 19t - Do You Wish To Be Party To A Fraudulent Transfer?
David Berardo, Esq. [ Request Audio & Handout ]
Aug. 5th - LLCs: Beyond The Basics.
Bruce Givner, Esq. [ Request Audio & Handout ]
July 2010
July 15th - T- CLATS: Testamentary Charitable Lead Annuity Trusts As A Fallback Technique To Eliminate The Estate Tax
Bruce Givner, Esq. [ Request Audio & Handout ]
July 1st - Protecting The Personal Residence: Survey Of Eight Alternatives
Bruce Givner, Esq. [ Request Audio & Handout ]
June 2010
June 17th - “Flexible” Irrevocable Trusts: Retaining The Power To Change The Trustee, Protectors, Probate Code§15403 And 15404 And Other Tricks Of The Trade
Bruce Givner, Esq. [ Request Audio & Handout ]
June 3rd - SCIN- GRAT: An Introduction
Bruce Givner, Esq. [ Request Audio & Handout ]
May 2010
May 20th - Health Care Reconciliation Act of 2010! Asset Protection Planning! Better Than Ever: Defined Benefit Pension Plans For 2010 And Beyond
Stan Weisleder, E.A. [ Request Audio & Handout ]
May 6th - Asset Protection Planning
Bruce Givner, Esq. [ Request Audio & Handout ]
