| Document Name (Sort) |
Date (Sort) |
| | |
2008 |
Ten IRA Mistakes
Ten IRA Mistakes.pdf (608K) | 12/4/2008 |
Structuring Annuity Contracts
Structuring Annuity Contracts.pdf (1149K) | 9/26/2008 |
Multiegenerational Wealth Transfer: Getting a Lega
Multigenerational Wealth Transfer Getting a Legacy Up.pdf (139K) | 9/11/2008 |
Identifying Risk Using Personal Risk Management to
Identifying Risk Using Personal Risk Management to Help Protect Your Clients' Wealth.pdf (50K) | 5/15/2008 |
Red Flags - For Your Clients
Red Flags - For Your Clients.pdf (61K) | 5/15/2008 |
Practices Before the IRS
speech 41508 practices before the irs - san antonio estate planners council_v1(1).pdf (623K) | 4/8/2008 |
Recent Developments in Appraising Interests in Fam
Recent Developments in Appraising Interests in Family Investment Entities.pdf (435K) | 3/5/2008 |
Lifetime Wealth Transfer Strategies - modified
Heckerling Musings 2008 with Forsyth comments_02_11_08 (3).pdf (512K) | 2/19/2008 |
What Every Tax Adviser Needs to Know-Powerpoint Pr
What Every Tax Adviser Needs 11-9-07.ppt (891K) | 1/15/2008 |
Hedge Funds Outline
Hedge Funds Outline SFTI 2006 _5-24-07_.pdf (477K) | 1/11/2008 |
| | |
2009 |
Estate Planning in Changing and Challenging Financ
Estate Planning in Changing and Challenging Financial Times.pdf (210K) | 12/8/2009 |
Life Insurance Planning Financed Premiums Attendee
Life Insurance Planning Financed Premiums Attendee Booklet.pdf (847K) | 11/3/2009 |
Premium Financing as a Tool for Life Ins. Funding
Premium Financing as a Tool for Life Insurance Funding.pdf (187K) | 11/2/2009 |
The Most Compelling Planning Opportunities in Toda
The Most Compelling Planning Opportunities in Today’s Market.pdf (358K) | 10/23/2009 |
Planning for the Birds, the Cats, the Dogs, and th
Planning for the Birds, the Cats, the Dogs, and the Horses(1).pdf (213K) | 6/2/2009 |
Planning for the Birds, the Cats, the Dogs, and th
Planning for the Birds, the Cats, the Dogs, and the Horses.pdf (213K) | 5/21/2009 |
Current Status of IRS Examinations of Estate and G
Current Status of IRS Examinations of Estate and Gift Tax Returns.pdf (136K) | 4/6/2009 |
Long Term Care in Estate Planning
Long Term Care in Estate Planning.pdf (615K) | 2/11/2009 |
Recent Developments in Charitable Gift Planning
Recent Developments in Charitable Gift Planning.pdf (211K) | 1/13/2009 |
| | |
2010 |
Practicing in Interesting Times--Administering Est
Practicing in Interesting Times--Administering Estates in 2010.pdf (49K) | 10/6/2010 |
Thawing the Freeze of Planning Procrastination and
Thawing the Freeze of Planning Procrastination and Taking a Last Satisfying Bite of the Sub-10 Year GRAT Apple.pdf (189K) | 9/16/2010 |
Making the Power of Attorney Powerful
Making the POA Powerful.pdf (75K) | 5/12/2010 |
Current Developments with Family Limited Partnersh
Current Developments with Family Limited Partnerships.pdf (239K) | 4/6/2010 |
Converting Your Closely Held Business Equity to Ca
Converting Your Closely Held Business Equity to Cash.pdf (204K) | 3/22/2010 |
Case Studies in Estate Planning for Retirement Ben
Case Studies in Estate Planning for Retirement Benefits.pdf (321K) | 3/3/2010 |
Some of the Best Financial Ideas We See
Some of the Best Financial Planning Ideas We See Out There.pdf (348K) | 2/5/2010 |
Outline - Some of the Best Financial Ideas We See
Outline - Some of the Best Financial Ideas We See Out There.pdf (3350K) | 2/5/2010 |
| | |
2011 |
Valuation and Sale of Artwork and Collectibles
Valuation and Sale of Artwork and Collectibles.pdf (1548K) | 12/19/2011 |
Overview of Elder Law & Medicaid Administration
Overview of Elder Law & Medicaid Administration.pdf (2862K) | 11/15/2011 |
Overview of Elder Law and Medicaid Administration
Overview of Elder Law & Medicaid.pdf (209K) | 11/14/2011 |
Elder Law Overview and Medicaid Administration
Elder Law Overview and Medicaid Administration.pdf (837K) | 11/1/2011 |
Top Ten Things to Do Now
Top Ten Things to Do Now 2011-09-14.pdf (32K) | 10/17/2011 |
2011 Legislative Update Texas Probate Guardianship
2011 Legislative Update Speech 2011-09-09.pdf (73K) | 10/12/2011 |
Membership Application Sept. 2011- May 2012
Member Application Sept. 2011-May 2012.pdf (41K) | 7/25/2011 |
48th Annual Conference Early Bird Brochure for SAE
48th Annual Conference Early Bird Brochure for SAEPC(1).pdf (76K) | 7/25/2011 |
Charitable Planning Opportunities-Public Charities
Charitable Planning Opportunities-Public Charities & Private Foundations-Ref. Outline.pdf (419K) | 5/11/2011 |
Charitable Planning Opportunities-Charitable Remai
Charitable Planning Opportunities-Charitable Remainder Trusts-Ref. Outline.pdf (340K) | 5/11/2011 |
Charitable Planning Opportunities-Charitable Lead
Charitable Planning Opportunities-Charitable Lead Trusts-Ref. Outline.pdf (271K) | 5/11/2011 |
Charitable Planning Opportunities-Case Study Examp
Charitable Planning Opportunities-Case Study Examples.pdf (179K) | 5/11/2011 |
Post-Death Tax Planning
Post-Death Tax Planning.pdf (302K) | 4/13/2011 |
Don’t Give Up on Discounts
Don't Give Up on Discounts.pdf (218K) | 3/15/2011 |
FLP Paper Schedules
FLP Paper.Schedules.pdf (3119K) | 2/15/2011 |
Some of the Best Family Limited Partnership Planni
FLP Best Ideas Presentation.pdf (300K) | 2/3/2011 |
Dodging Landmines Business Transition Planning
Dodging Landmines Business Transition Planning.pdf (258K) | 1/6/2011 |
Blue Screen of Death - Common Non-Tax Errors and H
Estate Planning Errors (Blue Screen) -- Beyer -- 12-21-2010.pdf (250K) | 12/14/2010 |
Breaking Up is Hard to Do-Estate Planning Conseque
Breaking Up is Hard to Do-Estate Planning Consequences of Divorce.pdf (898K) | 3/3/2009 |
| | |
2012 |
Recent Developments in Estate Planning
Recent Developments in Estate Planning.pdf (232K) | 1/3/2012 |
