Course Library
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Covid pandemic is forcing many individuals to consider, perhaps for the first time, what will happen when their life comes to an end. This session dives deep into estate and asset protection plann ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
To provide preparers with a working knowledge of applicable tax laws & the h&s-on ability to prepare complete & accurate fiduciary & estate tax returns. This practical self-study webinar will also equ ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Most taxpayers are not currently subject to estate taxes. However, this situation is likely to change in two years as the Jobs Cuts and Tax Acts sunset. There is still time to take advantage of some o ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Most taxpayers are not currently subject to estate taxes. However, this situation is likely to change in two years as the Jobs Cuts and Tax Acts sunset. There is still time to take advantage of some o ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
IRS Number: TATHT-T-00100-24-O A review of 2024 filing requirements for Forms 709 and 706.Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The American Taxpayer Relief Act of 2012 (ATRA 2012) changed the landscape of estate planning, increasing substantially for many families the level and value of wealth to be passed to children and oth ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
To provide preparers with a working knowledge of applicable tax laws and the hands-on ability to prepare complete and accurate fiduciary and estate tax returns. This practical webinar will also equip ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
While some families made substantial 2012 gifts to take advantage of the $5.12 million exemption equivalent for gift and estate tax purposes, many families have not yet addressed the need for practica ...Delivery Method:
- Group Internet Based
-
Estate and Succession Planning for the Closely Held Business
The Center for Professional Education, Inc.Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
To provide a comprehensive understanding of the business, income tax and estate planning considerations relevant to any transfer of all or a portion of a closely held business. You will be equipped to ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course reviews the federal income taxation of estates--simple trusts, complex trusts, revocable trusts, irrevocable trusts, and grantor trusts. Information is provided to enable practitioners to ...Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
12 CPE Hours Full Course Price: $84.50 Formats: Hard Copy and PDF This course has two major components. The first component is designed to be a general overview of the responsibilities of the person i ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Estate planning doesn't have to be a daunting maze of tax codes and regulations; instead, it can be approached as a practical, real-life strategy to protect and distribute assets. This course focuses ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Estate planning doesn't have to be a daunting maze of tax codes and regulations; instead, it can be approached as a practical, real-life strategy to protect and distribute assets. This course focuses ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this webinar, you will receive guidance on how to anticipate and protect against potential estate litigation relating to the probate of wills. Among other things, you’ll learn about the typical obj ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, m ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Regulatory Ethics
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This is an eight hour live lecture presention. Learners will be able to identify and discuss new tax legislation and its impact on estate planning. Learners will be able to explain the basic concepts ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- WI
-
Field of Study:
- Regulatory Ethics
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This is an eight credit hour live lecture presentationing. Learners will be able to discuss how federal tax law impacts estate planning, and they will be able to explain the fundamentals of estate pla ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This 8.0 credit course covers federal transfter tax legislation and its impact on estate planning, planning for incapacity, estate and gift tax planning, gifting, retirement asset planning, federal ge ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- GA
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This is an eight credit hour live lecture presentation. Learners will be able to discuss how federal tax law impacts estate planning, and they will be able to explain the fundamentals of estate planni ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This is an eight credit hour live lecture presentation. Learners will be able to discuss how federal tax law impacts estate planning, and they will be able to explain the fundamentals of estate planni ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- WI
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
This course covers everything from the basics about wills and trusts to sophisticated tax-saving strategies. Get straightforward, plain-English explanations of practically every estate planning device ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This is an eight credit hour live lecture presentation with the instructors and students together in the same room. The program will begin with an overview of federal 2010 and 2012 transfer tax legisl ...Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course starts with federal tax law and its impact on estate planning, then estate planning, specifically, planning for incapacity, asset transfers at death, estate and gift tax planning, and ethi ...Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, m ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders
01-Aug-2017 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This CLE/CPE webinar for estate planning counsel who advise—or want to advise—private equity and hedge fund founders will discuss the estate planning opportunities presented by carried interest. The p ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Taking command of your career and retirement assets is key to fostering peace of mind as you navigate your professional journey. The components of the FERS puzzle are intricately designed to complemen ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Taking command of your career and retirement assets is key to fostering peace of mind as you navigate your professional journey. The components of the FERS puzzle are intricately designed to complemen ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
Covers the need-to-know basics about wills, trusts, avoiding probate, and planning for incapacity. Course includes information on making a will or living trust, naming a guardian for your children, av ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course is intended to be a boot camp for junior CAT members and other individuals in the firm who are interested in learning more about the basics of estate planning. We intend to introduce par ...Delivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
"Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Credit Hours:
- 13 - 16 credits
Description:
This course Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and t ... -
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
'Just the facts ma'am; just the estate planning facts.' Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types a ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
"Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types a ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Designed to give a quick overview of the essential aspects of estate planning, this course covers wills, living trusts, gifts, marital property, and probate avoidance. Danny Santucci gives you all the ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
From a legal standpoint, there are two main approaches to managing death and the distribution of assets: dying intestate (without a will) and dying testate (with a will). Dying intestate means that th ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.The legal cannabis industry is one of the fastes ...Delivery Method:
- QAS™ Self Study
-
Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners
22-Aug-2023 MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
For business owners looking for a controlled succession plan that allows them to phase out of their company when they are ready, an Employee Stock Ownership Plan (ESOP) might be the right choice. The ...Delivery Method:
- QAS™ Self Study
-
Estate Planning For Income Taxes: Maximizing Step-Up In Basis For Couples - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
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