31 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 Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.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: Current Issues in Joint Venture Taxation

Current Issues in Joint Venture Taxation

Discover key income tax issues covering the life of a joint venture. Upon viewing this material you will have learned the tax considerations when creating, operating and terminating joint ventures, including special...

Live Webinar July 16, 2019 1:00pm EST

AIPB, CLE, CPE, Enrolled Agents credit available

Live Webinar: Cost Segregation 201: Advanced Applications for the Life Cycle of Real Estate

Cost Segregation 201: Advanced Applications for the Life Cycle of Real Estate

Take a stroll through the life cycle of real estate and the role of cost segregation through the assets' life. In 2018, the tax reform changes made cost segregation studies more valuable than before.

Live Webinar June 17, 2019 1:00pm EST

AIPB, CLE, CPE, Enrolled Agents credit available

Live Webinar: Preparing An Accurate Form 1041

Preparing An Accurate Form 1041

With more individuals using trusts in estate planning, knowing how to prepare an accurate Form 1041 is becoming more important than ever. Many preparers of Form 1041’s do not understand the differences between the...

Live Webinar July 25, 2019 1:00pm EST

AIPB, CLE, CPE, Enrolled Agents credit available

Live Webinar: Accounting and Tax Implications for Foreign Operations

Accounting and Tax Implications for Foreign Operations

Gain a better understanding of the issues related to foreign operations, creating U.S. ownership, repatriating earnings, and maintaining compliance with U.

Live Webinar July 19, 2019 1:00pm EST

AIPB, CLE, CPE credit available

Live Webinar: Marijuana Tax Issues and Reporting Requirements

Marijuana Tax Issues and Reporting Requirements

Compliance with federal and state tax laws in the marijuana industry can be complicated. Gain a better understanding of current marijuana tax issues and reporting requirements.

Live Webinar August 29, 2019 1:00pm EST

AIPB, 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

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