See a list of upcoming webinars and speeches.
[Upcoming] NBI Seminar on Family BUsiness Succession Planning (with others). NBI, Perrysburg OH; December 11, 2014
entitled Estate Planning for Income Tax
Reduction (with Edwin P. Morrow
III); Strafford; November 18, 2014
Estate Planning in 2014 and Beyond and How it Impacts Planned Giving, Toledo Bar Association; Emmanuel Christian; May 14, 2014
Webinar entitled Omissions & Commissions: Errors, Challenges and Solutions in Business Appraisal Reports (with Timothy R. Lee, ASA); BV Resources; March 12, 2014
Webinar entitled Step Up Your Game: Effective Business Appraisal Reporting (with Timothy R. Lee, ASA); BV Resources; February 7, 2014
Webinar entitled Estate Planning for Income Tax Reduction (with Stephen Breitstone and Edwin P. Morrow III); Strafford; February 11, 2014
Demystifying the Dreaded PreNup – How a PreNup can Strengthen a Relationship (with Emily Bouchard); Rendezvous III, Denver CO; August 1-3, 2013
BV Reports: Getting it Write!; Massachusetts Chapter of NACVA, Boston, May 23, 2013
Introduction to Estate Planning for Blended Families (with Emily Bouchard); The Ultimate Estate Planner, Inc.; May 8, 2012. www.ultimateestateplanner.com
Lifetime Estate Planning for the Blended Family Couple (with Emily Bouchard); The Ultimate Estate Planner, Inc.; May 15, 2012. www.ultimateestateplanner.com
Testamentary Estate Planning for Blended Families (with Emily Bouchard); The Ultimate Estate Planner, Inc.; May 22, 2012. www.ultimateestateplanner.com
Omissions & Commissions: Errors, Challenges & Solutions in Business Appraisal Reports (with Timothy R. Lee, ASA); BV Resources webinar; August 9, 2012.
Estate Planning for the Blended Family; Denver Estate Planning Council; September 20, 2012; Denver Athletic Club. http://www.denverestateplanningcouncil.org/
Estate Planning for the Blended Family; Sacramento Estate Planning Council; October 24, 2012; Sutter Club. http://www.sacepc.org
Business Valuation 2012: the State of Things; 17th Annual CalCPA East Bay Chapter Estate Planning Symposium;
November 6, 2012; Round Hill Country Club; Alamo, CA.
Estate Planning for the Blended Family; Estate Planning Council of Stanilaus County; November 8, 2012. http://www.stanilausepc.org
A Tour of Estate Planning Tools and Techniques and Selected Recent Developments in Estate Planning; November 8, 2012; CalCPA; Modesto, CA.
And in the popular press.
If you have always wanted to ask me something, now is the time to go for it!
firstname.lastname@example.org or email@example.com