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Live Webinar: Dynasty Trust Estate Planning Fundamentals

Dynasty Trust Estate Planning Fundamentals

Gain an understanding of the different designs of trusts centered around Dynasty Trust. Dynasty trusts are increasingly used in estate planning to achieve estate tax savings for multiple generations, while also...

Live Webinar August 15, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

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: Estate Planning for the Family Vacation Home

Estate Planning for the Family Vacation Home

Preserve your client’s happy memories - get practical estate planning techniques for vacation homes. In planning your client’s estate, you need to be aware that a vacation home is not like other assets.

Live Webinar September 11, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Legal Dangers of Outdated Estate Plans

Legal Dangers of Outdated Estate Plans

Having an outdated estate plan comes with many risks, including legal risks. Understand how to avoid an outdated estate plan, and how to fix a plan that may already be outdated.

Live Webinar August 21, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Electronic Signatures:Remote Online Notarizations - Current Status

Electronic Signatures:Remote Online Notarizations - Current Status

E-signatures are growing in popularity, are you up-to-date on the latest e-signature laws? This topic is intended to explain to you how a reasonably well designed e-contracting process can be less risky than a...

Live Webinar September 10, 2019 1:00pm EST

CLE, CPE credit available

Live Webinar: Using IRAs and 401(k)s to Buy and/or Fund Real Estate Investments

Using IRAs and 401(k)s to Buy and/or Fund Real Estate Investments

Learn to recognize and capitalize on the trillions of dollars accessible through IRA/401(k) accounts. The vast majority of IRA and 401(k) accounts are invested exclusively in Wall Street products: stocks, bonds and...

Live Webinar September 18, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Estate and Trust Administration Disputes

Estate and Trust Administration Disputes

Gain an understanding of estate and trust administration disputes and methods to resolve them. Trusts and estate practitioners, including fiduciary litigators, commonly face a variety of potential claims relating to...

Live Webinar August 29, 2019 1:00pm EST

CFP, CLE, CPE 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

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