2019 Annual Client Education Conference Call
I. How recent tax updates may affect your estate plan
II. Taking advantage of tax breaks for small businesses
III. Protecting your assets in today's litigious society
IV. LLCs - Keeping them active, following formalities, and avoiding scams
V. What does settlement and probate mean for your family?
VI. How the Secure Act could change retirement planning
VII. When the kids are no longer dependents
VIII. Current events that may impact estate planning
The Andersen Firm's 2018 Annual Client Education Conference Call
Topics discussed: overview of 2018 tax changes, importance of proper beneficiary designations, multigenerational planning, trust protectors, planning is not just for Ward and June, estate settlement vs probate, importance of updating your estate plan, LLCs - keeping them active, following formalities and avoiding scams, how to avoid litigation in estate planning and other areas where we can help, overview of The Andersen Firm's practice areas, and a question and answer session.
The Andersen Firm's 2017 Annual Client Education Conference Call
An overview of the current state of The Andersen Firm, our new website and practice areas as well as the following tax and estate planning topics: 2017 tax update, 8 states who changed tax rates and the New York cliff, how the IRS 2704 regulation affects clients who have a sale to an IDGT, celebrity estate planning mistakes, updating your plan, avoiding litigation in estate planning, what to do in the event of disability and death - plus Q&A session.
The Andersen Firm’s 2015 Annual Client Education Conference Call
A review of the IRS/Dept. of Treasury’s attack on the most effective estate planning technique, a discussion of advanced planning techniques, trust protectors, the use of institutional trustees, settlement verses probate and the benefits of marriage and estate planning.
The Andersen Firm’s 2014 Annual Client Education Conference Call
How Wills Have Changed in the 21st Century: Topics include major changes in the law concerning IRA's, 401k's and other qualifying plans.
2013 Fall LGBT Update Conference Call – November 1
Overview of the Windsor decision, how it affects you and your partner, and the planning strategies you can implement that will alleviate the issues related to planning for same sex couples who marry or chose to stay unmarried.
The Andersen Firm’s 2013 Annual Client Education Conference Call
Brief overviews of Multi-Generational Planning, LLCs, Supreme Court Same Sex Marriage Decision, States with Estate Taxes and Inheritance Taxes, Foundational Estate Planning & 2013 Tax Update, Planning for IRAs and Other Qualified Assets, Uncle Sam’s Six Options for Paying Estate Tax, Asset Protection Planning, The Andersen Firm Areas of Practice, and Mail Away Estate Plans.
The Andersen Firm’s 2012 Annual Client Education Conference Call
Brief overviews of Foundational Estate Planning, IRA and other qualified asset planning, Uncle Sam’s Six Options for Paying Estate Tax, Changes to Estate Tax, Gift Tax & Generation Skipping Transfer Tax Laws, and 2012 Estate Planning, Tax Updates, Exemptions and Rates:.