Member Only Websites
The Members-Only Website consists of over 1,000 web pages containing a history of all past conference call and event recordings and materials for all education, practice management, software and marketing instruction. It also contains all legal document language, marketing and practice management letters along with available products and special pricing information and ordering systems for vendors of choice.
Members often need a guided tour of their private website housing all the tools and training modules they need in every area of their practice!
The sample front page of our website may give visitors a clue about the type of updates that are made on a daily basis for their firm:
Sample Front Page of Members Only Website
The following examples are actual items recently uploaded and made available to the membership. The following information is updated regularly.
Educational Alerts
Tax Changes for 2012
This month's Alert reviews the inflation adjustments applicable to federal taxation in 2012. It examines changes in the estate, gift, and generation skipping transfer taxes, as well as income taxes.
Estate Planning Articles
Why a Trust Makes Sense - Even If Your Child Is Not a Child
If your children have reached adulthood, you might assume it's best to leave them their inheritances outright, with no restrictions. However, you want to make sure your children enjoy flexibility in accessing and using their inheritances while minimizing the impact of taxes, divorce, lawsuits, and other threats. Therefore, it might be better to leave their inheritances in a Trust.
Estate Planning Articles
I Have an Estate Plan: Do I Still Need My Attorney?
Your estate plan is prepared. Your Living Trust is in place and properly funded, you have a Pour-Over Will just in case, and your incapacity plan is ready and waiting in the event you need it. Is it time to part ways with your attorney? Not at all! In fact, your relationship with your estate planning attorney has just started.
Conference Calls
Practice Building Webinar Now Available!
Personnel Profiling Benchmarks: How to Gain Better Insight into Potential Hires
Personnel Profiling has developed new benchmarks for key positions within Academy Member firms: Owners, Receptionists, and Marketing Coordinators. These new benchmarks are introduced and explained during this webinar. In addition, information is provided about how to effectively use this information to assist in hiring, retaining, and developing great talent.
Member Submitted Items
New Member Submitted Item
Mike Robinson shares his medicaid CE Program.
Client Newsletter
2012 Income Tax Update Newsletter Insert
The 2012 Income Tax Update Newsletter Insert is now available! This double-sided newsletter insert, designed in Word, includes income tax information and planning tips. Click here to download the insert.
Classroom Conference Calls
November Education Call Now Available!
Dennis Sandoval discusses attorney professional responsibility, ethics, and common conflicts of interest an estate planning/elder law attorney will encounter in his or her practice.
Conference Calls
Upcoming Practice Building Webinar
Monday, January 23rd, 2012, 12pm PTPersonnel Profiling Benchmarks: How to Gain Better Insight into Potential Hires
Personnel Profiling has developed new benchmarks for key positions within Academy Member firms: Owners, Receptionists, and Marketing Coordinators. These new benchmarks will be introduced and explained during this webinar. In addition, information will be provided about how to effectively use this information to assist in hiring, retaining, and developing great talent.
Estate Planning Articles
Your Family Deserves More Than an Estate Plan
If you want to leave a true legacy, a traditional estate plan is not enough. With Legacy Planning, you can pass on your values, wisdom, and family heritage along with your nest egg. You can also provide your children's inheritances with just the right amount of protection from the threats and challenges of life.
Estate Planning Articles
Planning Your Estate With Privacy in Mind
When you use a Will to plan your estate, much of your personal information becomes public after your death. A Trust can help you accomplish your estate planning goals while shielding your personal affairs from prying eyes.
Educational Alerts
Income from Trust Excluded in Determining Alimony Payments
This month’s Alert examines when the income of a trust may be considered available to creditors. The Alert examines a case involving the availability for purposes of determining alimony.