| Creative Planning with the $5M Gift Exemption |
Georgia Federal Tax Conference |
2012 |
| Traps, Trends and Opportunities in Estate and Tax Planning after 2010 |
Wisconsin FPA Annual Meeting |
2011 |
| Creative Planning Ideas |
Top Producer’s Conference for Investacorp |
2011 |
| 20 Insurance Planning Opportunities |
LPL Annual Meeting |
2011 |
| The Impact of Return on Estate Planning |
Linked FA Annual Meeting |
2011 |
| Planning to the End of 2012 |
Investacorp Annual Estate Planning Conference |
2011 |
| Estate Planning Opportunities and Traps, 2011-2012 |
Georgia Society of CPAs State Wide Webinar |
2011 |
| The Future of Estate Planning |
FPA Annual Meeting |
2011 |
| Creative Planning after 2010 |
2011 Estate Planning Conference for Kovack Securities |
2011 |
| Perspectives on Estate Planning |
University of Florida Law School LL.M |
2010 |
| Multi-State Estate Planning – Issues and Opportunities |
Philadelphia Estate Planning Council |
2010 |
| Tax and Estate Planning for the Next Decade |
Georgia Forestry Association Annual Meeting |
2010 |
| Planning in Chaos |
Columbus Ohio Community Foundation Annual Meeting |
2010 |
| Capitalizing on Personal Trust Trends |
Schwab Impact National Conference |
2009 |
| Trends in Estate Planning |
Philadelphia Financial Planning Association Annual Meeting, Key Note Presentation |
2009 |
| Tax & Estate Planning Issues in Divorce |
American Academy of Matrimonial Lawyers Annual Family Law Seminar |
2009 |
| Estate and Tax Planning in the Chaos of 2008-2011 |
Spokane Estate Planning Council Annual Meeting |
2008 |
| Planning for Baby Boomers |
MetLife Mystery Tour for Top Producers |
2008 |
| Planning after the Election |
Financial Planning Association National Convention |
2008 |
| Planning for the Family Business |
NBWA Annual Convention |
2007 |
| Planning from 2007-2011 |
FPA National Convention |
2007 |
| Planning in the Confusion of 2011 |
Colorado Springs FPA Annual Meeting |
2007 |
| he Future of Estate Planning |
Georgia Society of CPAs Annual Meeting |
2007 |
| he Seven Inevitable Problems in a Family Business |
Georgia Forestry Association |
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? |
Philadelphia Estate Planning Council |
2007 |
| The Future of Estate Planning |
Naples Estate Planning Council |
2007 |
| Does Income Tax Planning Trump Estate Tax Avoidance? |
BDOAccounting Firm Southeast Annual Meeting |
2007 |
| Estate Planning War Stories |
The Milner Group |
2006 |
| Reviewing Estate Planning Documents — a Practical Approach |
Best of the Year FPA VLC Program |
2006 |
| The Future of Estate Planning (3 hours) |
Salt Lake City Estate Planning Council |
2006 |
| nnovative Planning Ideas |
Chattanooga Estate Planning Council |
2006 |
| Does Income Tax Planning Trump Estate Tax Avoidance? |
Atlanta Estate Planning Council |
2006 |
| Estate Planning War Stories |
The Milner Group |
2006 |
| Reviewing Es tate Planning Documents — a Practical Approach |
FPA National Convention (Nashville) |
2006 |
| The Seven Inevitable Problems in a Family Business |
National Beer Wholesalers Association |
2006 |
| he Future of Estate Planning |
AXA Planning Conference |
2006 |
| Thirty Innovative Planning Ideas |
Central Ohio FPA |
2006 |