ABEPP/Foundation Knowledge Base
Subject Matter ExpertPresentation Application
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Are you licensed?
Yes
No
N/A
Are you a member of the Association of Black Estate Planning Professionals?
Yes
No
Are you experienced providing multigenerational wealth building services?
Yes
No
Type a question
Which of the topics would you like to speak on?
Estate Planning for Wealth Retention
Revocable Trust for Legacy Building
Irrevocable Trusts for Asset Protection
CharitableTrusts for Community Impact
Business Succession Planning
Insurance for Legacy Building
Retirement Planning with Insurance
Insurance and Taxes
Insurance and Charitable Giving
Captive Agencies for Wealth Retention
Investing Basics
Inheriting Retirement Plans/Secure Act
Insurance and Taxes
Donar Advised Funds
International INvesting
Estate Planning and Tax Consderations
Trusts and Tax Strategies
Retirement Accounts and Estate Planning
Charitable Giving for Tax Benefits
1099 versus w-2
It Starts with Home Ownership
Real Estate Investments
Real Estate Development
Real Estate Donations to Charity
Business Entities
Business Transfers/ ESOP- Family Businesses
Donating a Business INterest
Transfers and Taxation
What would be the learning objectives of this presentation?
Bio
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Headshot
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Do you consent to your image and name being used for promotional purposes?
Yes
No
I consent to having my presentation video taped and shared through the ABEPP portals.
yes
no
Submit
Should be Empty: