| Charitable Remainder Trusts and Preparing Form 5227 | Steven Siegel | 2 | Intermediate | $67 | add to cartSold Out |
| Preparation of State Level Estate Tax Returns | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
| Reporting Charitable Bequests on Form 706 and Form 1041 | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
| 2023 Estate & Financial Planning Quarterly Update (Spring) | Klaralee Charlton | 2 | Update | $67 | add to cartSold Out |
| Social Security and Medicare Planning Quarterly Update (Spring 2023) | Steven Siegel | 2 | Update | $67 | add to cartSold Out |
| Income Taxation of Trusts and Estates and Preparing Form 1041 Part 2 | Steven Siegel | 4 | Intermediate | $92 | add to cartSold Out |
| Income Taxation of Trusts and Estates and Preparing Form 1041 Part 1 | Steven Siegel | 4 | Intermediate | $92 | add to cartSold Out |
| Intermediate Staff Training: Auditing Inventory | Robert Minniti | 2 | Intermediate | $67 | add to cartSold Out |
| Intermediate Staff Training: Auditing Internal Controls | Robert Minniti | 2 | Intermediate | $67 | add to cartSold Out |
| Distributing Capital Gains on Form 1041 | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
| Social Security and Medicare Planning Quarterly Update (Winter 2023) | Steven Siegel | 2 | Update | $67 | add to cartSold Out |
| Determining Tax Basis of Property | Jennifer Kowal | 2 | Intermediate | $67 | add to cartSold Out |
| Funding the Marital Share | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
| 2022 Social Security and Medicare Planning Update (Fall) | Steven Siegel | 2 | Update | $67 | add to cartSold Out |
| Planning with Intentionally Defective Grantor Trusts | Steven Siegel | 2 | Intermediate | $62 | add to cartSold Out |
| 2022 Estate & Financial Planning Quarterly Update (Winter) | Klaralee Charlton | 2 | Update | $62 | add to cartSold Out |
| 2021 Accounting and Auditing Update | Adam Serota | 8 | Update | $145 | add to cartSold Out |
| Fiduciary Income & Estate Tax Issues with Foreign Beneficiaries of Estates & Trusts | Klaralee Charlton | 2 | Intermediate | $62 | add to cartSold Out |
| When Your Client Dies: Final Form 1040, Post-Death Elections and More | Steven Siegel | 2 | Intermediate | $62 | add to cartSold Out |
| New York City State and New York City Tax Update with an Update on New York Trusts and Estates | Hodgson Russ LLP
Mark Klein
Andrew Wright
Katherine Cauley
Ariele Doolittle | 2 | Update | $62 | add to cartSold Out |
| New York Sales and Use Tax Update and Hot Topics | Joseph Endres
Daniel Kelly
Hodgson Russ LLP | 2 | Update | $62 | add to cartSold Out |
| Retirement Distributions Planning after the SECURE and CARES Act | Klaralee Charlton | 2 | Update | $62 | add to cartSold Out |
| Retirement Plan Changes by Congress and the IRS in Response to COVID-19 | Klaralee Charlton | 2 | Update | $62 | add to cartSold Out |
| IRAs and Roth IRAs: Cradle to Grave | Bradley Burnett | 8 | Update | $145 | add to cartSold Out |
| Overview of the SECURE Act | Klaralee Charlton | 2 | Update | $62 | add to cartSold Out |
