Transforming Your Practice: The Client-Centric Journey
Guest: Deirdre Wheatley-Liss Porzio, Bromberg & Newman November 28, 2023
Navigating Business Transitions: A Comprehensive Guide to Business Continuity Planning
Guests: Abby Arcishewsky President Archway Consulting November 21, 2023
NAEPC Hall of Fame Induction – Mary Vandenack
Mary E. Vandenack, founder and CEO, is recognized by the National Association of Estate Planners & Councils (NAEPC) as an inductee into the Estate Planning Hall of Fame® and as a recipient of the Accredited Estate Planner® (Distinguished) designation for 2023.
If I Had Known About Money Then: Wisdom That Would Have Saved $1,000,000
Guest: Mitchell Hockenbury 1440 Financial Partners November 14, 2023
Intersection of ESOPS and Estate Planning – Optimizing After Tax Outcomes
Guest:Kenneth Alter Managing Director, Planning Alliance November 7, 2023
A nationally recognized attorney with expertise in asset protection, estate planning and numerous business services.
Exploring the Evolution of Buy/Sell Agreements
Guest: Mary Vandenack Evolution of Buy/Sell Agreements October 10, 2023
Abbie is a Senior Manager for the firm’s Private Client Services practice. She specializes in multi-generational wealth planning and business transition planning. In addition, Abbie supports reviewing the impact of legislative policy and judicial development on clients, tax controversy, private letter rulings, and litigation support.
Income Tax Considerations for Estate Planning Part 2
Guest: Abbie Everist RSM Washington National September 12, 2023
