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OnDemand Webinar: Common Mistakes in Estate Planning for Blended Families

Common Mistakes in Estate Planning for Blended Families

Today, an increasing number of families in the United States are considered blended families; families that comprise of two adults, married or unmarried, with at least one of whom has children from a prior relationship.

Available as OnDemand Webinar, Audio & Reference Manual, Video, Video, Video

OnDemand Webinar: Leaving the Loot: Estate Planning for the Young and Wealthy

Leaving the Loot: Estate Planning for the Young and Wealthy

Understand strategic, money-saving ways to help your clients plan for the future when they are young and wealthy. Planning for death or disaster is low on the list of ways people want to spend their time - especially...

OnDemand Webinar: Estate Planning Techniques for Highly Appreciated Assets

Estate Planning Techniques for Highly Appreciated Assets

Learn to recognize highly-appreciated assets and be able to provide clients with alternative planning options.Many clients have highly-appreciated assets which may no longer be appropriate for their life situation, but...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Generation Skipping Transfer Tax: Practical Estate Planning Techniques

Generation Skipping Transfer Tax: Practical Estate Planning Techniques

Understand the benefits and implications of the generation-skipping transfer tax so you can effectively advise your clients.Many clients and tax practitioners fail to fully comprehend the generation-skipping transfer...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Summary of Estate Planning After the American Taxpayer Relief Act of 2012

Summary of Estate Planning After the American Taxpayer Relief Act of 2012

The American Taxpayer Relief Act of 2012 (2013) was passed by the Senate on New Year's Day and shortly thereafter by the House. This will change the face of estate planning (and for professionals the practice of estate...

OnDemand Webinar: For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients

For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients

Learn how to handle the estate planning needs of same-sex and non-married couples with ease. Recent changes regarding the recognition of same-sex couples, competing state and federal laws, along with the ever changing...

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

Bookstore: Income and Estate Planning - High Net Worth Individuals in California

Income and Estate Planning - High Net Worth Individuals in California

Get tips for advising your high-income clients This highly-informative, one-day advanced tax-planning seminar will provide participants with the knowledge and skills to confidently advise high-income individuals in tax...

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

OnDemand Webinar: The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning

The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning

Intellectual property is a hot area of the law, and businesses, along with individuals, are using intellectual property interests to start, grow and value their businesses.

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