Advanced
Tax-Exempt Planning for the Professional Advisor
Course
Outline
8:00 Registration
and full continental breakfast
8:30 Program
commences
Using Insurance
For Tax-Exempt Planning
All You Ever
Wanted to Know About CRT's But Were Afraid to Ask
Unlocking the
Investment Potential of CRTs
Complimentary
Lunch & "Virtual Tour" of Children's
Hospital
Trustee Fiduciary
Responsibility:
Is Passive Investing Required?
Debunking the
Myths About Private Annuity Trusts
8:00 Registration and full continental
breakfast
8:30
Program commences
Advanced
Planning with Charitable Gift Annuities
Charitable
Options with Stock Options
Complimentary
Lunch & Tour of the Research Institute
Tax-Savvy Business Succession Strategies
Case
Planning Workshop