I tend to work out loud, because it keeps me accountable. So the training I’m presenting next month as a lot of components to it. Primarily it is lecture and practice based. But as I look at my board and how it pans out, there’s a lot of room for activities.
Literally. At least a thousand.
Today I had a client who needed to understand the difference between a simple and a complex trust. It’s something that I learned so many moons ago that I maybe shortcut my terminology. After a half-hour call, and another half-hour call, I suggested that OK, I’ll give the answer now – it’s a simple trust for years X, Y, and Z. And I’ll send you something to help you decide next time.
I’m midway through building my ELH project for this challenge. This challenge is to use interactive sliders in your work. I’m using them to calculate gain on the sale of the house.
Where I’m at: I’ve storyboarded on paper, and started building. I have the glossary and lightbox slide done (I’m also playing with 413, using lightbox slides). Building out the first section on basis. I’ve got to troubleshoot a couple of slides that aren’t performing as I expect yet, and I’ve got to build another scenario for basis, but so far I’m liking it. I’m using a storytelling basis for the content, following John and Lila. They arrive in your office worrying about the tax impact of selling their home after 25 years.
kg learning 