Kitces.com
Upcoming
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Tuesday, February 3, 2026 · 12:00 PM PSThe Qualified Small Business Stock (QSBS) exclusion under IRC Section 1202 is one of the most powerful opportunities in the tax code for realizing tax-free capital gains. However, the rules governing QSBS eligibility and strategic gain exclusion ar... -
Tuesday, February 10, 2026 · 11:30 AM PSTKitces Summits are a place where financial advicers can learn, not from consultants or vendors selling services, but from fellow financial advisors who simply share what they do that actually works in practice. By literally turning on a screenshar...
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Tuesday, February 10, 2026 · 11:30 PM PSTKitces Summits are a place where financial advicers can learn, not from consultants or vendors selling services, but from fellow financial advisors who simply share what they do that actually works in practice. By literally turning on a screenshar...
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Tuesday, February 17, 2026 · 12:45 PM PSTWhen discussing family wealth transfers, the focus is often on assets passing from parents to the next generation. Yet, the first major wealth transfer in many families occurs between spouses. And while women tend to outlive their male partners, t... -
Tuesday, March 3, 2026 · 3:00 PM ESTENTER WEBINAR DESCRIPTION HERE
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within t... -
Tuesday, March 17, 2026 · 3:00 PM EDTENTER WEBINAR DESCRIPTION HERE
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within t... -
Thursday, June 4, 2026 · 12:00 PM EDTAt the Kitces Marketing Summit, you’ll have a chance to see what successful advisor marketing looks like, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their value in their marketing, their financial plann...
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Thursday, August 27, 2026 · 11:00 AM EDTFulfill 6 hours of IAR CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this Kitces IAR CE Day. This event will be delivered virtually by some of the most engaging and relevant exp...
On-demand
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Tuesday, January 20, 2026 · 12:00 PM PSTAre you ready for the webinar?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com.
Che... -
Tuesday, January 6, 2026 · 12:00 PM PSTFinancial advisors understand the importance of having estate planning documents in place to efficiently distribute assets, reduce family conflict, and minimize the cost and delay of probate. Yet, when reviewing a client’s estate plan, simply conf...
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Tuesday, December 16, 2025 · 12:00 PM PSTAre you ready for the webinar?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com.
Che... -
Thursday, December 11, 2025 · 4:00 PM ESTJoin a Connect Group at the Kitces Community Conversation event! Unpack everything you learned at the Summit, make a connection, and enjoy an agenda designed by YOU!
AGENDA:
1. Welcome by the Kitces Team
2. Meet your Connect Group and choose a d... -
Thursday, December 11, 2025 · 12:00 PM ESTAt the Kitces Financial Value Summit, you’ll have a chance to see what successful advisors are doing to communicate their value to clients and prospects, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their...
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Tuesday, December 2, 2025 · 12:00 PM PSTAll successful financial planning practices face the challenge of scaling their advice to serve more clients and making their businesses more profitable. However, making a practice more scalable while still providing excellent service to the clien...
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Monday, December 1, 2025 · 1:00 PM ESTAt the Kitces Financial Value Summit, you’ll have a chance to see what successful advisors are doing to communicate their value to clients and prospects, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their...
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Wednesday, November 26, 2025 · 12:00 PM ESTAt the Kitces Financial Value Summit, you’ll have a chance to see what successful advisors are doing to communicate their value to clients and prospects, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their...
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Tuesday, November 18, 2025 · 12:00 PM PSTAre you ready for the webinar?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com.
Che... -
Tuesday, November 4, 2025 · 12:00 PM PSTAre you ready for the webinar?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com.
Ch... -
Thursday, October 30, 2025 · 11:00 AM EDTFulfill 6 hours of IAR CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this Kitces IAR CE Day. This event will be delivered virtually by some of the most engaging and relevant exp...
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Tuesday, October 21, 2025 · 12:00 PM PDTAre you ready for the webinar?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com.
Che...
Past
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Friday, January 16, 2026 · 12:00 PM ESTAre you ready for the Gathering?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigma... -
Monday, December 8, 2025 · 3:00 PM ESTAre you ready for the Gathering?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigma... -
Monday, November 10, 2025 · 3:00 PM ESTAre you ready for the Gathering?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigma... -
Thursday, November 6, 2025 · 10:35 AM PSTENTER WEBINAR DESCRIPTION HERE
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within t... -
Monday, October 13, 2025 · 3:00 PM EDTAre you ready for the Gathering?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigma... -
Monday, September 8, 2025 · 3:00 PM EDTAre you ready for the Gathering?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigma... -
Thursday, August 21, 2025 · 10:30 AM EDTFulfill 6 hours of IAR CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this Kitces IAR CE Day. This event will be delivered virtually by some of the most engaging and relevant exp...
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Monday, August 11, 2025 · 3:00 PM EDTAre you ready for the Gathering?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigma... -
Thursday, May 8, 2025 · 5:30 PM EDTAt the Kitces Marketing Summit, you’ll have a chance to see what successful advisor marketing looks like, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their value in their marketing, their financial plann...
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Monday, February 17, 2025 · 12:00 PM ESTENTER WEBINAR DESCRIPTION HERE
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within t... -
Thursday, January 30, 2025 · 4:00 PM ESTENTER WEBINAR DESCRIPTION HERE
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within t...
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