CONTINUING EDUCATION PROGRAMS

Individual, Trust, and Estate Tax Law Update

Register by February 6, 2026 here: Individual, Trust, and Estate Tax Law Update

Program Sponsor: RKL, LLP

Past Events 

Artificial Intelligence for Service Professionals - Geoff Moore - November 18, 2025
Securing the Legacy: Succession Strategies for Family Business - Michael Mitchell - September 9, 2025
Advanced Estate Planning Strategies in Pennsylvania - Michael Shore, Jodi Blair, Christopher Rice, and Haley Rohrbaugh - May 13, 2025
Intersection of Estate and Medicaid Planning - Erik Spurlin, Esq. - February 11, 2025
Time's Ticking: Resources & Strategies to be Proactive for Aging & Long-Term Care Needs - Adam Saubel & Cathy Bollinger - November 19, 2024
Estate Planning in the Current Tax Environment - Charles Perrault - September 24, 2024
Estate Planning and the Family Farm - Alex Snyder, Esq - May 14, 2024
Death After Debt: Bankruptcy - Lawrence Young, Esq - February 20, 2024
Financial Exploitation of Seniors - John Hamme, Esq- November 14, 2023
Identity Theft: How to Reduce Risk - Jerry Mitchell - September 19, 2023
Cyber Security- Donald R. Geiter, J.D., M.S.L., CIPP/US, CIPM- May 9, 2023
Gray Divorce - Penny V. Ayers, Esq. & Audrey E. Woloshin, Esq. - February 22, 2023
Strategies to Maximize Social Security Benefits - Ash Ahluwalia - November 15, 2022
Catch the Legacy Wealth Wave - Philip Cubeta - September 13, 2022

2022 Tax Proposals and Planning Considerations - Joe Marmorato - May 10, 2022
Explore Digital Assets - Eric R. Strauss - February 22, 2022
Dementia Friends - Alison Sprankle - November 9, 2021
Navigating Estate Recovery & Advocating for Your Client - W. Scott Foster - September 14, 2021
No Good Deed Goes Unpunished - Clary Redd & Turner Berry - June 22, 2021
Helping Your Clients Plan With The SECURE Act - Timothy Bupp & Frank Countess -May 18, 2021
5 Ways to Incorporate Charitable Giving into Your Estate Plan - Mary Jovanovich -February 23, 2021
Advance Care Planning - Roberta Geidner - November 10, 2020
Hoarding: How to Recognize & Help Clients with this Disorder-Dr. Jennifer Engler-September 15, 2020
Medicaid & Estate Planning - Erik D. Spurlin-May 19, 2020
Charitable Planning Strategies in a New Giving Environment - Mary Jovanovich-February 25, 2020