7 Results for ‘bridging-the-gaap-the-new-lease-accounting-standards-lease-drafting-and-negotiations

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Live Webinar: Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

Learn how to draft an irrevocable trust to ensure your clients VA and Medicaid benefits are protected. The average cost of long-term care in the United States ranges from $3,628 per month in assisted living to $7,698...

Live Webinar December 5, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Navigating the Pitfalls of Schedules M-1 and M-2

Navigating the Pitfalls of Schedules M-1 and M-2

Identify book and tax differences in computing taxable income and how these differences are reported in the tax return. Taxpayers maintain their books and records on various methods of accounting and have different...

Live Webinar November 14, 2019 1:00pm EST

AIPB, CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Opportunities and Drawbacks of Directed Trusts

Opportunities and Drawbacks of Directed Trusts

Gain a better understanding of directed trusts, how they are created, and what they are intended for. Directed trusts are being used to add flexibility in administering a trust.

Live Webinar November 7, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live 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...

Live Webinar October 28, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Gain an understanding of the impact of gift and estate tax valuations. Business owners have additional concerns when facing gift and estate planning.

Live Webinar October 29, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Estate Planning for the Final Years of Life

Estate Planning for the Final Years of Life

Identify key issues to consider when counseling for final years of life. Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

Live Webinar November 21, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Preventing and Recognizing Financial Elder Abuse

Preventing and Recognizing Financial Elder Abuse

Recognize and prevent financial elder abuse. This topic will help you define and recognize elder abuse. You will also be able to explain elder abuse and what can be done to prevent it.

Live Webinar November 13, 2019 1:00pm EST

CFP, CLE, CPE credit available

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