CPA Advantage Tactical Tuesdays Webinar Series! Overview of Federal Gift and Estate Taxes

National Life’s Advanced Sales Team invites you and your CPA partners to this month’s Tactical Tuesdays webinar on Federal gift and estate taxes, including strategies for minimizing exposure to these taxes. We will also dedicate some time to the gift and estate tax considerations with life insurance.

Inviting your CPA partners to attend is a great way to enhance existing relationships and to introduce new CPAs to NLG’s CPA Advantage Program. Also, one CPE credit is awarded for CPAs who register and attend!

Register today using the link below:

For more on this topic –

Join the experts on National Life Group’s Advanced Sales Team as they discuss how life insurance can benefit your clients.

Tactical Tuesday – Overview of Federal Gift and Estate Taxes

Presented by Pam Cathlina, Yining Eads, Meg Muldoon
Tuesday, May 28
1:00 p.m. ET; 12:00 p.m. CT

Register Now

 

Topics and registration links for the remaining 2024 webinars.

• Tuesday, June 25. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Estate Planning with Irrevocable Trusts

• Tuesday, July 23. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Uses of Life Insurance in Estate Planning

• Tuesday, August 27. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Planning for Foreign Nationals

• Tuesday, September 24. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Estate Planning with Business Owners

• Tuesday, October 22. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Estate Planning for Retirement Benefits

• Tuesday, November 26. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Planning For Individuals with Special Needs

• Tuesday, December 17. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Split Dollar Arrangements