33 Results for ‘current-issues-in-estate-planning-for-pets

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Live Webinar: Current Implications of Partnerships in Estate Planning

Current Implications of Partnerships in Estate Planning

Gain an understanding of modern implications of partnerships in estate planning and their effects. Partnerships (and Limited Liability Companies taxes as partnerships) have become the go-to entity choice among estate...

Live Webinar October 25, 2019 1:00pm EST

CLE credit available

Live Webinar: Estate Planning Before 2026 (and Beyond) for Married Couples

Estate Planning Before 2026 (and Beyond) for Married Couples

Plan accordingly with your spouse to take advantage of exemptions and benefits. This topic will cover the fundamentals and fine points of estate tax planning for married couples, whether a first or subsequent marriage.

Live Webinar December 11, 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: Estate Planning Appraisal Fundamentals

Estate Planning Appraisal Fundamentals

Learn how assets are valued and how the IRS will consider the assets in order to best advise your clients. The business is typically the cornerstone of an individual’s estate and its value.

Live Webinar December 17, 2019 1:00pm EST

CFP, CLE, CPE 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: Succession Planning for Family Owned Businesses

Succession Planning for Family Owned Businesses

Understand how to successfully implement a succession plan to transfer ownership of family-owned businesses. Many family-owned businesses who are preparing to transfer ownership to the next generation often do not...

Live Webinar October 22, 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: 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: Decedent’s Final File: Actions Steps After a Client Passes Away

Decedent’s Final File: Actions Steps After a Client Passes Away

Gain a deeper understanding of the necessary action steps both before and after the petition for administration and the issuance of letters. Those who are required to probate an estate may find themselves missing key...

Live Webinar December 9, 2019 1:00pm EST

AIPB, CLE, CPE, Enrolled Agents credit available

Live Webinar: Taxation of Intellectual Property

Taxation of Intellectual Property

Review the new tax rules, prior approaches to offshore IP planning, and review potential alternative structures. The Tax Cuts & Jobs Act of 2017 along with actions taken by the European Union have significantly...

Live Webinar November 1, 2019 1:00pm EST

AIPB, CLE, CPE, IAPP credit available

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