Past Events with Joseph Darby
IN-PERSON PRESENTATION - Hot Trends in Estate and Wealth Planning
This LIVE seminar will offer a sophisticated and timely update on the latest trends in gift, estate and wealth planning.
May 24, 2022
THE CONFERENCE CENTER 11th Floor
2022 Heckerling Recap: Panel Discussion Webinar
The panel discussion will cover the highlights of the 56th Annual Heckerling Institute on Estate Planning that was held virtually from March 28 – April 1, 2022. The presentation will cover recent estate planning developments as well as a summary of the more important sessions of the virtual program.
April 27, 2022
Virtual via Zoom
Jay Darby's Tax Briefings 2021 Year End Celebration!
An unforgettable get-together to celebrate our accomplishments for this year.
December 16, 2021
Please RSVP to receive the location.
Bracing for Biden: 2021 Year End Tax Planning
Ready for some year-end fun? Please join our bright, informed, deeply experienced and wickedly funny panel as they offer an ensemble performance, combining The Year in Review with The Rest of Our Lives in a sharp, insightful analysis of how best to structure your tax matters in 2021 and beyond.
December 8, 2021
Tax Briefing Webinar
Fame, Fortune and the Family Office: A Guide to Managing Family Wealth
Please join us for a fascinating discussion about life, money, taxes, and wealth management and deciding when is the right time to take that next step and implement a family office.
CPE credits available.
November 17, 2021
Tax Briefing Drawing up a Plan: Tax and Wealth Planning for Artists and Art Collectors
Our exceptional panel will give you a “behind the scenes” look at the current art scene and offer insights into the latest trends, developments, and strategies.
CPE Credits are Available.
October 27, 2021
Tax Briefing Webinar
Latest Strategies for Buying and Selling a Business
Come join us for a robust and sophisticated discussion of one the most challenging transactions in the business world.
Two hours of CPE credit for participants who attend and meet polling questions requirements.
September 29, 2021
Opportunity Zone Expo and Top 25 OZ Influencers 2020 (Speaking and Accepting an Award)
The event is the industry's largest conference dedicated to Opportunity Zone stakeholders.
July 15, 2021