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During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning ...

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In this practical webinar, you will learn the fundamental estate planning strategies for clients with medium and large estates. Upon course completion, you will be able to: Outline the framework for r ...

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This 360-minute course will be presented as a group internet based activity on October 7, 2024. The course will track attendance and participation and provide certificates to those who complete the co ...

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Are you ready to enhance your professional skills by navigating the evolving landscape of estate planning in the digital age? As technology revolutionizes the wealth management sector, incorporating d ...

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Why You Should Attend The only national program specifically designed for those who represent family business owners! Attend this nationally-recognized program for expert analysis on all key aspects o ...

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There are many options for estate planning that can minimize taxes, while ensuring that assets are distributed in accordance with your specific wishes. These options are covered in detail in the Estat ...

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There are many options for estate planning that can minimize taxes, while ensuring that assets are distributed in accordance with your specific wishes. These options are covered in detail in the Estat ...

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This exceptional estate planning course is one of the most comprehensive you’ll find, covering wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored a ...

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In this practical webinar, you’ll receive a breakdown of important new laws that affect estate planning. After completing this webinar, among other things, you’ll: Recognize the impact of recent devel ...

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This course will address the mistakes that clients typically make - and that planners sometimes ignore or fail to consider. It will offer solutions and suggestions on the best ways to avoid these mist ...

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This course will address the mistakes that clients typically make—and that planners sometimes ignore or fail to consider. The course will offer solutions and suggestions on the best ways to avoid thes ...

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As we approach 2025, several potential tax changes may come into play, including alterations to estate tax thresholds, capital gains taxes, and income tax rates. Staying informed about these changes i ...

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As we approach 2025, several potential tax changes may come into play, including alterations to estate tax thresholds, capital gains taxes, and income tax rates. Staying informed about these changes i ...

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The young and wealthy are not the traditional estate planning clients and advice for this special group must be tailored accordingly.  To prepare for changing life circumstances and unpredictable futu ...

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For some, divorce can be a time of discovering new opportunities and potential. For many, however, despite whatever ultimately comes out of divorce, the emotional and financial trauma takes a toll. Fi ...

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For some, divorce can be a time of discovering new opportunities and potential. For many, however, despite whatever ultimately comes out of divorce, the emotional and financial trauma takes a toll.Fin ...

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This course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of cons ...

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With the cost of education on the rise, it is more important than ever that clients understand the estate planning strategies available to both save and pay for education-related expenses. In this pra ...

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Presentation Description:  Hardly a day goes by where we do not create, use, or purchase a digital asset. We write emails, post pictures, upload documents, and buy digital books, music, or videos.  Bu ...

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Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost- ...

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Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost- ...

Description:

Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost ...

Description:

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This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominat ...

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Navigating estate and international tax laws can be complex, with regulations that impact individuals and businesses. How are foreign assets taxed? What are the reporting obligations for U.S. citizens ...

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Presentation Description: This session will review Veterans Benefits available to assist clients with payment of long term care services including service record requirements, financial eligibility fa ...

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Throw away the tax code and regulations! This course will help you finally make sense of estate planning. You'll learn how to structure an effective estate plan using a highly visual, real-life approa ...

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To give accountants and tax professionals the necessary planning information and the available tools to create quality estate plans for clients. You'll learn what estate planning is, when and how to d ...

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To give accountants & tax professionals the necessary planning information & the available tools to create quality estate plans for clients. You'll learn what estate planning is, when & how to devise ...

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To give accountants and tax professionals the necessary planning information and the available tools to create quality estate plans for clients. You'll learn what estate planning is, when and how to d ...

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To give accountants & tax professionals the necessary planning information & the available tools to create quality estate plans for clients. You'll learn what estate planning is, when & how to devise ...

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This is 9.5 credit hour live lecture presentation with the instructors and students together in the same room. Bound written materials, authored by the faculty, will be distributed to all attendees at ...

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To guide CPAs & other tax practitioners through complex estate planning issues & strategies designed to maximize tax-saving opportunities. The self-study webinar will provide you with a level of comfo ...

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To guide CPAs and other tax practitioners through complex estate planning issues and strategies designed to maximize tax-saving opportunities. The webinar will provide you with a level of comfort when ...

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At this session, you'll learn about estate plans of the rich and famous, including: • Are the rich and famous indeed really different? • Don't assume a client has the best advisors or a good plan • Es ...

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Estate Tax Planning examines the various aspects of planning for the estate tax liability, beginning with a discussion of the genesis of estate taxation in English common law. Subjects discussed inclu ...

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Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with a discussion of the genesis of estate taxation in English common law and continues wit ...

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As estate planning becomes increasingly sophisticated, understanding advanced strategies is essential for effective tax management and wealth preservation. In this third segment of our estate planning ...

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As estate planning becomes increasingly sophisticated, understanding advanced strategies is essential for effective tax management and wealth preservation. In this third segment of our estate planning ...

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Estate Tax Planning examines the various aspects of planning for the estate tax liability.  The course begins with a discussion of the genesis of estate taxation in English common law and continues wi ...

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Estate tax planning is critical for high-net-worth individuals aiming to preserve their wealth for future generations. This webinar covers estate tax strategies from A to L as part of a comprehensive ...