8 Credits

SECURE Act 2.0 In-Depth & Retirement Planning

New Planning Strategies Post SECURE Act 2.0
(Full-Day or 2 Half-Days)

9/8-11 or 10/23 or 11/4 or 12/2 or 12/15 or 1/12

All New (2023) Pre-Recorded Webinar With Live Q&A

$320.00 $285.00

8 Credits

State and Local Tax Update & OBBBA for 2025 - NYS & NYC & NJ - Mark Klein & Joe Endres

(Full-Day or 2 Half-Days)

Wednesday December 3, 2025 or 2 Half-Days 12/3 & 12/4
or Tuesday December 16, 2025 or 2 Half-Days 12/16 & 12/17
or Thursday January 8, 2026 or 2 Half-Days 1/8 & 1/9

All New (Fall 2025) Pre-Recorded Webinar With Live Q&A

$320.00 $285.00

7 Credits

Strategies For Buying & Selling A Business

(Full-Day or 2 Half-Days)

9/8-11 or 11/4 or 11/18 or 12/2 or 12/15 or 1/12

Webinar Rebroadcast Plus An Updated Primer for 2023-24

$295.00 $270.00

1.5 Credits

$100.00 $50.00

4 Credits

The Ins and Outs of Partnerships: An Introduction to Partnerships

Any Day Mon.-Thu. July 14-17
or Any Day Mon.-Thu. Aug. 11-14
or Any Day Mon.-Thu. Sep. 8-11

All New (2023) Pre-Recorded Webinar With Live Q&A

$205.00 $165.00

Credits

$125.00

8 Credits

Trusts: Legal & Tax Aspects

(Full-Day or 2 Half-Days)

9/8-11 or 11/4 or 11/18 or 12/2 or 12/15 or 1/12

All New (2023) Pre-Recorded Webinar With Live Q&A

$320.00 $285.00

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