Course Library

Curious about the intricate world of true sale opinions and their vital role in safeguarding transferred financial assets? Dive into our comprehensive course meticulously crafted to equip auditors and ...

A true sale opinion is an attorney’s conclusion that transferred financial assets have been sold and are beyond the reach of a transferor’s creditors and that a court would conclude that the assets wo ...

Trump Accounts—created under Public Law 119-21 (§530A)—are tax-deferred savings accounts for children under 18 that are designed to compound over time and generally operate like a traditional IRA once ...

In today fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trump leadership, a series of s ...

Big changes are brewing in the tax worldand professionals cant afford to sit this one out. From the sweeping One Big Beautiful Bill to Hollywood tax battles and headline-grabbing fraud pardons, the la ...

With Recent Updates in tax policy, its important to grasp the new developments to make informed financial decisions.This CE course byNicholas Preusch, will dive into the details of the tax bill, inclu ...

In todays fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trumps leadership, a series of ...

The tax landscape is evolving rapidly, and it is crucial for tax professionals to stay on top of recent developments. This timely CE Course explores recent developments in tax policy and their impact ...

What do tariffs really mean for the U.S. economy, and why are they making headlines in 2025?This CPE Course by Drew Stevens explores how market drops, rising interest rates, and a $36 trillion nationa ...

In today fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trump leadership, a series of s ...

On January 20, 2025, President Donald Trumps second inauguration marked a dramatic shift in U.S. policy. In his first hours in office, Trump signed a sweeping array of executive orders, setting the to ...

In todays fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trumps leadership, a series of ...

In todays fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trumps leadership, a series of ...

This class on trusts and estates focuses on strategies professionals must know to advise on inter-generational transfers of wealth. At this session, Robert Keebler, CPA/PFS, will cover: Key terms and ...

Trust accounts are critical financial tools used by organizations such as government entities, nonprofits, law firms, real estate brokers, escrow companies, and property managers. However, the misuse ...

Trust accounts are critical financial tools used by organizations such as government entities, nonprofits, law firms, real estate brokers, escrow companies, and property managers. However, the misuse ...

This course reviews trust basics, including terminology and concepts, as well as the laws and rules that govern trust administration. It provides an understanding of why clients benefit from trusts, a ...

This foundational course provides a comprehensive introduction to the core principles of trust creation, operation, and taxation. Designed for practitioners, this session demystifies the essential ele ...

Elevate your advisory capabilities with a deep dive into the sophisticated world of advanced irrevocable trusts. This course, led by renowned expert Steven Siegel, JD, LLM, moves beyond foundational c ...

Move beyond foundational trust concepts and into the realm of advanced, strategic estate and tax planning. This intensive course, led by renowned expert Steven G. Siegel, JD, LLM, is designed for seas ...

Congress passed a law that provides for the Trust Fund Recovery Penalty (TFRP) to encourage prompt payment of withheld income and employment taxes and other taxes withheld. These taxes are called trus ...

This session will cover the concepts and issues related to the components, investigation, and assessment of the Trust Fund Recovery Penalty (TFRP) by the IRS. Who will be found responsible and willful ...

This course discusses eight employee theft cases to demonstrate the importance of internal controls and management oversight in the prevention of employee theft. Some of the companies are large and so ...

To gain an understanding of what trust modification is, the ways in which modification is permitted, and common reasons for trust modifications.

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Trust is a widely invoked though often misunderstood concept. It is the foundation of the counselor-client relationship. Moreover, it is a prerequisite in retaining clients, gathering assets, and gain ...

The temptation is to work in silos, but strong leaders develop consultative relationships between their team and other teams. This includes fostering movement and readiness in role succession so that ...

The temptation is to work in silos, but strong leaders develop consultative relationships between their team and other teams. This includes fostering movement and readiness in role succession so that ...

This is a survey course on intergenerational transfers of property, focusing on what investment advisors need to know about trusts and estates. It covers a broad swath of topics, including: legal defi ...

This course discusses estate planning and estate taxes.

Protecting a clients assets begins with proper planning and ends with a well-executed estate. Trusts play an important role in the distribution and protection of assets; in maintaining confidentiality ...

Planners are using trusts for their clients more now than ever before. Issues of asset protection from financial and matrimonial creditors as well as concerns about the immaturity of heirs has spiked ...

Planners are using trusts for their clients now more than ever before. Issues of asset protection from financial and matrimonial creditors, as well as concerns about immaturity of heirs, has spiked a ...

Planners are using trusts for their clients more now than ever before. Issues of asset protection from financial and matrimonial creditors, as well as concerns about immaturity of heirs, has spiked a ...

Handling trusts and estates involves more than just asset distribution it requires a deep understanding of fiduciary responsibilities and tax compliance. Whether you are advising clients or managing e ...

Handling trusts and estates involves more than just asset distribution it requires a deep understanding of fiduciary responsibilities and tax compliance. Whether you are advising clients or managing e ...

How do trusts, exempt organizations, and rental properties impact your tax obligations? Managing specialized tax returns requires a clear understanding of tax laws, deductions, and compliance requirem ...

Family wealth succession planning, including income and gift/estate tax issues, is more important than ever, in spite of the high estate tax exemption levels. The continuing tax law uncertainty, the T ...

Everyone is selling trusts now, but should your clients be buying?  In this session we’ll discuss some common types of trusts with some real-life examples about how they can go wrong.  We’ll also disc ...