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Morgan Stanley
(212) 762-7345
www.morganstanley.com

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates, and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.  Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.  Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee. Morgan Stanley Smith Barney LLC. Member SIPC.

Archived Webinars

PANDORA'S BOX: HOW TO TALK TO THE NEXT GENERATION ABOUT MONEY
Recorded Date May 21, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HELPING CLIENTS INVEST WITH POSITIVE ECONOMIC, SOCIAL & ENVIRONMENTAL IMPACT
Recorded Date March 30, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner     
HELPING YOUR CLIENTS TO SECURE THEIR LEGACY: ESTATE PLANNING
Recorded Date December 3, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
CORPORATE TAX CHANGES TO EXPECT FROM A BIDEN ADMINISTRATION
Recorded Date October 26, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other