| 12/12/2024 | International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules? | Boaz Feinberg | Arnon Tadmor – Levy |
| 11/26/2024 | Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End | Jonathan I. Shenkman, AIF® | ParkBridge Wealth Management |
| 11/14/2024 | Fundamentals of SSI, SSDI, Medicaid, and Medicare Eligibility | Amy C. O’Hara, Esq., CELA | Littman Krooks LLP |
| 10/31/2024 | To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors | Krista M. Fenske, Esq. | Cole Schotz P.C |
| 10/15/2024 | International Estate Planning - Traps for the Unwary | Eli Akhavan, Esq. LLM | Grant, Herrmann, Schwartz & Klinger LLP |
| 9/19/2024 | Generation-Skipping Transfer Tax Tricks and Traps | Bruce Steiner, Esq. | Kleinberg, Kaplan, Wolff & Cohen, P.C. |
| 9/10/2024 | Going to the Sunshine State? Considerations in Florida Planning | Adina Lewis, Esq and Lawrence Garbuz Esq. | Lewis & Garbuz |
| 9/10/2024 | Charitable Giving: Timely Strategies and Considerations Under Jewish Law | Elizabeth Forspan, Esq., Rabbi Daniel Z. Feldman, and Alan Secter | Forspan Klear and Yeshiva University |
| 9/10/2024 | Tax Planning for U.S. Citizens and Residents who Own Assets or Have Descendants in Israel (in-depth) | Avi Z. Kestenbaum , Esq., LL.M. | Meltzer Lippe |
| 6/27/2024 | Children & Money: Timeless Strategies To Transmit to The Next Generation | Jonathan I. Shenkman, AIF® | ParkBridge Wealth Management |
| 6/11/2024 | The Importance of Planning, Preparing and Protecting for Families Before & After Marriage | Lisa S. Presser, Esq . and Brian M. Balduzzi, Esq. | Faegre Drinker Biddle & Reath LLP |
| 5/30/2024 | “Qualifying as Qualified Small Business Stock (Section 1202)” | Andrew S. Katzenberg, Esq., LL.M. | ArentFox Schiff LLP |
| 5/16/2024 | Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent | Marc Misthal, Esq. and Michelle Yeung, Esq. | Offit Kurman |
| 5/2/2024 | Hot Topics in NYS/NYC Residency and Personal Income Taxes | Timothy P. Noonan, Esq. | Hodgson Russ LLP |
| 4/18/2024 | The Latest and Greatest in Aggressive Tax Strategies | Matthew E. Rappaport, Esq., LL.M. | Falcon Rappaport & Berkman LLP |
| 3/14/2024 | Women and Wealth: Challenges and Strategies for Female Clients | Jonathan I. Shenkman, AIF® | ParkBridge Wealth Management |
| 2/29/2024 | Estate Planning for U.S. Clients who own assets in other countries (with a special focus on Israel) | Avi Z. Kestenbaum , Esq., LL.M. | Meltzer Lippe |
| 2/15/2024 | CRTs as “Stretch IRA” Substitutes | Evan Unzelman, CEO | CRT Experts LLC |
| 2/1/2024 | Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers | Martin M. Shenkman, Esq. | Shenkman Law |
| 1/16/2024 | Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset | Jay J. Scharf, Esq., LL.M and John S. Kiely, Esq. | McDermott Will & Emery LLP |
| 1/4/2024 | Long Term Care Costs and Options at Varying Degrees of Wealth | Elizabeth Forspan, Esq. | Forspan Klear, LLP |
