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Join us in Laguna Beach for another exciting experience where you will hear about the latest issues for international private client planning. Presented by leading local and international speakers. Sessions will focus on key issues for your practice today. This conference includes broad ranging topics plus more focused topics from our specialist panels.There will also […]
Last year's Summit attracted more than 250 professionals from around the globe. Our conference is an excellent opportunity to review the latest issues concerning international private client planning, presented by leading professionals in the area. Also, the event is a great opportunity to meet and share best practices with your peers. We are excited about […]
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The 44th Annual Notre Dame Tax and Estate Planning Institute will take place on October 11 and 12, 2018, at the Century Center on the banks of the St. Joseph River in downtown South Bend, Ind. The Institute will present topics of interest to a broad range of estate planning professionals, whether your clients are […]
The Conference Committee has crafted an exceptional schedule of events, which will include an additional half-day of continuing education this year! Technical education sessions begin at 7:00 am on Wednesday, November 7th and conclude at 12:15 pm on Friday, November 9th.
The 52nd Annual Heckerling Institute on Estate Planning will provide comprehensive coverage of the impact of the 2017 Tax Act. Monday's Recent Developments Panel will examine the changes made by the Act and their practical planning implications. In addition to responding to questions from attendees, the Wednesday Question and Answer Panel will identify and discuss other planning issues raised by the […]
The Forum 400 2018 Annual Meeting took place at The Roosevelt hotel in New Orleans, LA, January 20-23, 2018. Forum 400 members can access the Annual Meeting presentations and session recordings beginning in February. Looking of more ways to connect with fellow members throughout the year? Check out Forum MAX.
