Academy Summits are always exciting! It was great to see so many friends and make new ones. In addition to the traditional Academy Summit, which started last Thursday and went through Sunday, I presented an optional training, “Core I.” Core I provides an in depth look at estate planning tax concepts. We went through estate and gift tax and the relevant income tax concepts, like step-up in basis and grantor trusts. I find it interesting how many questions I get on a daily basis from seasoned … [Read more...] about Reflections on the Academy Summit
