| Planning for the Family Business |
NBWA Annual Convention |
2007 |
| he Seven Inevitable Problems in a Family Business |
Georgia Forestry Association |
2007 |
| he Future of Estate Planning |
Georgia Society of CPAs Annual Meeting |
2007 |
| Estate and Insurance Planning: Opportunities When Estate Taxes Don’t Matter |
Million Dollar Round Table |
2007 |
| Innovative Planning Ideas |
St Louis Estate Planning Council |
2007 |
| Does Income Tax Planning Trump Estate Tax Avoidance? |
BDOAccounting Firm Southeast Annual Meeting |
2007 |
| The Future of Estate Planning |
Naples Estate Planning Council |
2007 |
| Does Income Tax Planning Trump Estate Tax Avoidance? |
Philadelphia Estate Planning Council |
2007 |
| Reviewing Estate Planning Documents – a Practical Approach |
Best of the Year FPA VLC Program |
2006 |
| Estate Planning War Stories |
The Milner Group |
2006 |
| Does Income Tax Planning Trump Estate Tax Avoidance? |
Atlanta Estate Planning Council |
2006 |
| nnovative Planning Ideas |
Chattanooga Estate Planning Council |
2006 |
| The Future of Estate Planning (3 hours) |
Salt Lake City Estate Planning Council |
2006 |
| Reviewing Es tate Planning Documents – a Practical Approach |
FPA National Convention (Nashville) |
2006 |
| Estate Planning War Stories |
The Milner Group |
2006 |
| he Future of Estate Planning |
AXA Planning Conference |
2006 |
| The Seven Inevitable Problems in a Family Business |
National Beer Wholesalers Association |
2006 |
| Thirty Innovative Planning Ideas |
Central Ohio FPA |
2006 |