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
Turbulent Economic Times Can Lead to Estate Planning Opportunities
This article examines several ways to take advantage of the current economic conditions, from an estate planning perspective. Historically low interest rates combined with depressed asset values make many strategies more effective. The article explains how these challenging economic times can work to your client's benefit.

Ghostwritten Articles
A Loan May Be Taxing
518 Words. This article examines important tax issues that may be overlooked when lending money to family members. Issues regarding gift taxes and income taxes are addressed and a possible solution using proper planning through an Irrevocable Trust is discussed.

Ghostwritten Articles
New Year Brings Resolutions... and More
454 Words. The coming of the New Year presents an opportunity to reflect on the past year, and reorganize our priorities and goals. One important resolution is protecting our assets and our families through estate planning. The process to achieve this goal is discussed in this article.

Academy Reports
Updated Academy Reports are Now Available!
The Academy Reports have been updated to include 2009 Tax Law. Each report is available to download individually or download all the reports at once in a zip file. Click here and download your copies today.

Seminar Slide Show
The Updated Basic Estate Planning Seminar is Now Available!
The Basic Estate Planning Seminar has been updated to include 2009 Tax Law. The seminar handout has also been updated. Download a fresh copy of the slide show and get ready for your 2009 seminars.

Client Newsletter
2009 Tax Law Update and Year End Insert
The 2009 Tax Law Update and Year End Insert is now available! This double-sided newsletter insert, designed in WORD, includes tax law news and year end tips. Click here to download the insert.

Classroom Conference Calls
ABCs of Intra-Family Loans
Join Steve as he examines the ins and outs of intra-family loans. Often, clients lend money to family members without consideration of the tax consequences. Learn the gift and income tax consequences of intra-family loans as Steve walks through various different possible loan scenarios.

Software Training Calls
Upcoming Software Training Call
WHEN: Thursday, December 18, 2008 at 9:00 AM Pacific SPEAKER: Donna Hooper, Academy Technical Support TOPIC:CounselPro™ - What Kind of Problems are You Having?

Fellow Designation
Fellow Designation Deadline
January 31, 2009 is the deadline to submit an application for the Academy Fellow Designation.

Marketing Materials
Marketing Activity Tracking Report
This form is to be used in your regular marketing meetings to track your monthly marketing tasks and activities.