494 Results for ‘estate-plan-fundamentals-for-farmers’
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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 Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.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
Learn practical farm succession planning techniques to ensure your client's farm goes to the right recipients with little disruption to operation.Estate planning for farmers offers special challenges and opportunities...
Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...
CLE credit available
Pick up best practices for connecting and engaging with constituents as well as the public. Many nonprofit organizations fail to recognize just how important it is to create a communication plan.
Live Webinar July 31, 2019 1:00pm EST
CPE credit available
Learn the key steps on how to implement proactive processes to diminish or eliminate litigation.Estate planners generally focus on preparing estate planning documents that are predominantly geared towards accomplishing...
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
Learn estate planning strategies that will help better recognize your client's eligibility for Medicaid programs.After learning this information, you will be able to discuss and explain Medicaid eligibility and Medicaid...
Get updated on New York's most recent law changes that impact estate tax planning and reporting. This topic is ideal for all attorneys who engage in estate planning and estate administration for New York State residents...
Make sure your sales compensation plan is rewarding the right behaviors. Learn the right approach to take when designing your compensation plan.An effective sales compensation plan can have an enormous impact on company...
CPP/FPC, HR Certification Institute, SHRM credit available
Find out how to create and implement an effective development plan for your organization. Is your organization stuck in the special event mode? Does your board refuse to accept their fundraising responsibility?
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