OnDemand Webinars

Facebook® Success Strategies for Nonprofit Organizations

Many nonprofits hear a lot about Facebook® and how it can benefit their organization. But how do you get started? What tools are the best to use? What kind of results can you expect? This OnDemand Webinar answers those questions and more about the benefits of mastering the world’s largest social...

Family Limited Partnerships in Estate Planning

Many estate planners who are asked about family limited partnerships or family limited liability companies do not understand the reasons for forming these entities in the planning process. They also are not clear on what is the current status of statutory and case law concerning the continued use of...

Federal Tax Classification of Series LLCs

The series LLC may be the solution to issues that confront federal tax practitioners. For example, the series LLC is very useful in situations where long and expensive regulatory processes are involved with a new state law entity. The series LLC also can be used in asset backed securitizations in place...

Financial Statement Preparation and Analysis for Nonprofits

This OnDemand Webinar will provide you with an overview of nonprofit financial statements and both external and internal nonprofit financial reporting concepts. This program will focus on the primary users of nonprofit financial statements and the key differences between nonprofit and for-profit financial...

Form 706: Estate Tax Return Fundamentals

Americans have been able to accumulate wealth. It is estimated more than $10 trillion in wealth will be transferred over the next 15 years. If a person has been fortunate to amass significant wealth, the government imposes a tax when the person transfers their wealth at death. In 2011, if a person’s...

Fraud Prevention Techniques for Nonprofits

It’s unfortunate, but the reality is that thinking your employees are honest isn’t true!

This fascinating and practical OnDemand Webinar will walk you through actual fraud scenarios, discuss how the frauds occurred, and show profiles of embezzlers; why they did it, how they did it and what internal...

Fundamentals of Section 382

One of the most important assets of a development stage company can be its federal income tax loss carry-forward (NOL). Protecting its value to offset future federal income tax income, however, can be challenging as there are a number of tax rules designed to limit the availability of the NOLs. In particular,...

Funding Trusts in Estate Planning

It is all too common for clients who go through the time and expense of creating a revocable trust to not properly fund the trust. Failing to fund a revocable trust will often defeat the very purpose for creating such a trust, i.e., avoiding probate and the public disclosure of assets. This OnDemand...

Grantor Trusts: How They Are Made and Things to Consider

A grantor trust is a special type of trust in that, for federal income tax purposes, the grantor of the trust is treated as the owner of the trust assets and reports the income, deductions and credits on his or her income tax return rather than on the trust’s (or beneficiary’s) income tax return. The...

Hybrid Companies Combine Profit With A Social Mission

Corporate social responsibility is a relatively new but increasingly important motivator for entrepreneurs and investors alike. Clients are interested in incorporating this concept in the organization and operation of their companies. Investors are looking for vehicles that combine good works with...