9 Results for ‘current-issues-in-estate-planning-for-pets

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Live Webinar: Family Limited Partnership Estate Planning Strategies

Family Limited Partnership Estate Planning Strategies

Understanding family limited partnerships for estate planning may save your client’s family a considerable amount in estate taxes. Family limited partnerships are still hot estate planning tools.

Live Webinar July 30, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement. Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Live Webinar June 25, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Fundamentals of Succession Planning

Fundamentals of Succession Planning

Succession Planning is an essential component for a complete estate plan. Whether the individual owns a business, created a charitable entity, or has pets, the manner to effectuate a successful transfer is based on a...

Live Webinar June 28, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Fundamentals

Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Fundamentals

Get the essential information you need to file Form 709 and save your clients from future estate tax problems. A significant challenge for estate planners, accountants and other professionals is the gift tax return.

Live Webinar July 16, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Wealth Transfer Taxes Among Beneficiaries

Wealth Transfer Taxes Among Beneficiaries

Gain valuable insight and understand solutions to wealth transfer taxation among beneficiaries to better advise your clients. There are a surprising number of inadvertent transfers between beneficiaries of commonly...

Live Webinar July 26, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Social Security Benefits: Is It Worth It to Delay?

Social Security Benefits: Is It Worth It to Delay?

Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients. I believe that social security has been the American workers’ greatest...

Live Webinar August 1, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Issues and Complexities With Income Splitting

Issues and Complexities With Income Splitting

Understanding the complexities with income splitting can help you make an informed decision and do what makes sense for you and your family. The focus now is on income tax.

Live Webinar July 10, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Principles of Blockchain and Cryptocurrency Taxation

Principles of Blockchain and Cryptocurrency Taxation

Stay up-to-date and compliant with complex federal tax issues involving blockchain and cryptocurrency. Blockchain technology and cryptocurrency pose several challenges for the application of existing tax law.

Live Webinar August 22, 2019 1:00pm EST

AIPB, CFP, CLE, CPE credit available

Live Webinar: S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex)

S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex)

Are you aware of all the requirements that must be met in order for companies to operate as S corporations? Are you aware of all the requirements that must be met in order for a company to operate as an S corporation?

Live Webinar June 27, 2019 1:00pm EST

AIPB, CFP, CLE, CPE credit available

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