Category Archives: Blog

The Future of the Federal Estate Tax: 2012 and Beyond

Federal Estate Tax

This complementary download serves as an accompaniment to our live ‘Future of the Federal Estate Tax’ Webinar on May 22, 2012. Click Here to View (Right click the above link and select ‘save as’ to download for future reference.) These materials are free to download for all attendees, and also those simply interested in reviewing […]

Firm Partner Edward L. Perkins to speak in Radnor on May 17th

Estate Tax Laws Seminar

Join us for an upcoming breakfast seminar on the historic Philadelphia Main Line: Firm partner Edward L. Perkins, Esq. will be speaking at the Greater Philadelphia chapter of the Society of Financial Service Professionals on Thursday, May 17th.  The event will be taking place at 7:30AM at the Villanova Conference Center in Radnor, PA. Attending […]

Avoiding Tax Preparer Penalties – Webinar Booklet

Avoiding Tax Preparer Penalties

This complementary download serves as an accompaniment to our live ‘Avoiding Tax Preparer Penalties’ Webinar on March 23rd, 2012. Click Here to View (Right click the above link and select ‘save as’ to download for future reference.) These materials are free to download for all attendees, and also those simply interested in reviewing some of […]

Written Materials for February 7th’s ‘The Science of Gift Giving’

This complementary download outlines some theoretical estate planning gift giving strategies, serving as an accompaniment to our live ‘Science of Gift Giving’ Webinar from February 7th, 2012. Click Here to View (Right click the above link and select ‘save as’ to download for future reference.) These materials are free to download for all attendees, and […]

Written Materials for February 3rd’s ‘Tax News Update’

The written material’s for Ted Perkin’s ‘Tax News Update’ Webinar (February 3rd, 2012) are now available… Click Here to View (Right click the above link and select ‘save as’ to download for future reference.) These materials are free to download for all attendees, and also those simply interested in reviewing some of the material covered […]

February 7: Ted Perkins on the ‘Science of Gift Giving After the Tax Relief Act’

Join us for a live webinar on Tuesday, February 7th at 12:30PM EST, as firm-partner Ted Perkins outlines the science behind gift giving after the tax relief act. Some of the topics covered during this estate planning update include: How the Tax Relief Act may affect the estate planning objectives of the client. The gift-giving […]

Written Materials for the Form 8939 Webinar

The written materials for today’s Webinar: The Preparation of Form 8939 and the Rules of Increase in Basis Allocation, are now available. This program is produced and presented by Edward L. Perkins, and will provide a concise review of the Preparation of Form 8939: Allocation of Increase in Basis for Property Acquired from a Decedent. […]

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