Past Events

September 20, 2018 "Aging: Costs and Considerations of Senior Care"
July 19, 2018 “Post-Mortem Planning Opportunities”
March 15, 2018 "Business Owners Tax Savings Strategies & Top 10 Mistakes in Tax Planning"
November 16, 2017 TBD
September 21, 2017 "Elder Law"
July 20, 2017 "LIRP & Alternative Retirement Strategies for High Wage Earners."
May 18, 2017 "Cyber Security"
March 16, 2017 "News from the Heckerling Institute"
January 19, 2017 2017 Economic & Market Outlook
November 17, 2016 Business Transition Planning
September 15, 2016 Daughters in Charge: Learning to Lead in Your Family’s Business
July 21, 2016 Little Things Mean A Lot: Tips for Dividing Art and Collectibles in Divorce or Death
May 19, 2016 2016 Social Security Update
November 19, 2015 December Tax planning for 2016
September 17, 2015 New Face of Estate Planning in Light of Portability
July 16, 2015 Planning for the Future: Retirement and Elder Care
May 21, 2015 New KY Trust Code: What You Need to Know (includes comparison to OH Trust Code)
March 19, 2015 News from the Heckerling Institute
January 15, 2015 2015 Economic & Market Outlook
November 20, 2014 Income Tax Update for You and Your Clients
September 18, 2014 Affordable Care Act (ACA) Timelines: Past, Present, and Future
July 17, 2014 Avoiding Pitfalls and Roadblocks in Business Succession Planning
May 15, 2014 Working with Next Gen Clients
March 20, 2014 Hot Topics from the Heckerling Institute
January 16, 2014 2013 Status Check on the Economy and Markets
November 21, 2013 Estate Planning – The top 5 things to do by year-end
September 19, 2013 Retirement Distribution Planning
July 18, 2013 Living Wills & DNR’s
May 16, 2013 The Endow Kentucky Tax Credit
March 21, 2013 Hot Topics from the Heckerling Institute
November 15, 2012 The Kentucky Inheritance Tax - Improving the Return Preparation Process
September 20, 2012 KFC: KNOWLEDGE, FLEXIBILITY & CONTROL: The Good, the Bad & the Ugly of Life Insurance for Estate Planning in the Current Environment
July 19, 2012 Behavioral Selling: What is your Style?
May 17, 2012 The “SLAT" or Spousal Lifetime Access Trust
March 15, 2012 The V.A. Aid & Attendance Benefit
January 19, 2012 2012 Economic & Market Outlook
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