Join industry expert Catherine Moore, J.D., LL.M., and learn how to design estate plans and trusts that cater to the unique needs of blended and non-traditional families, as well as business owners.

1 CFP® CE | Join the American Heart Association and industry expert, Lawrence Pon, as we explore the proposals in 2025 Tax Reform and highlight those that have the best chance of passing.

Join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning.

Philanthropic professionals often interact and intersect with a donor’s professional advisors in the course and scope of the client’s philanthropy.

Join us for an essential presentation tailored for financial advisors as we dissect the implications of the sunset provision looming over the estate tax landscape.

This session will explore the unprecedented rapid rise in the 7520 rate in recent months

This program explores the importance of cybersecurity and equips attendees with essential knowledge and skills to navigate the digital landscape securely.

Why some people are more generous than others with their charitable gifts? Join us to learn about the science behind altruistic giving and how one’s life experiences can shape their future as a philanthropist. We will explore the generational differences in giving and how to guide a client to meaningful philanthropy while ensuring the gift is tax efficient. The session will review charitable solutions, including the benefits of the SECURE ACT 2.0 and retirement assets. Finally, we will look to the future and explore the ways to teach children the joys of giving and create the next generation of philanthropists.

Join us for a deep dive into the top 10 trends that directly impact the charitable planning landscape. Learn about how tax changes are impacting charitable giving, raising the right charitable question at the right time with clients, and all about the hottest charitable planning trends/vehicles following tax act changes.

Join distinguished professional and planned giving expert, Bryan K. Clontz, to discuss the newest opportunities in charitable financial planning: qualified charitable distributions (QCDs) for life income gifts, charitable remainder trusts and charitable gift annuities (CRTs and CGAs). This webinar will cover new rules, open questions, practical considerations, and case study opportunities to equip attendees with the valuable information needed to best assist their clients.