394 Results for ‘current-issues-in-estate-planning-for-pets’
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StateNational (393)Pennsylvania (1)
TopicsEstate Planning (113)Tax (100)Accounting (90)Nonprofit (32)Payroll (31) More
Product TypeOnDemand Webinar (619)Online Manual (96)Live Webinar (68)Report (25) More
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.
Understand specific asset protection planning strategies for your clients in California.Asset Protection Planning has become a major concern for professionals, business owners, real estate investors and other persons of...
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...
CLE credit available
Gain an understanding of the rules and regulations around retirement plans with emphasis on planning techniques for multiple generations.More people are facing retirement today without any fixed pension other than...
CLE credit available
Learn to recognize the framework for trust and estate valuation to better assist your clients' needs.This topic will provide an overview of the current estate planning landscape using valuation discounts, whether for...
Gain a better understanding of Illinois Asset Protection Planning to better advise your clients. Many practitioners are approached by their clients to assist them in protecting their assets.
Gain a better understanding of the tax advantages, consequences, and current issues associated with the real estate industry.The entire landscape was changed by the Tax Cut and Jobs Act of 2017 (TCJA).
Gain knowledge on building estate planning documents for clients while maintaining the proper protection needed. Many business advisors have assisted their clients with forming business entities, preparing other asset...
Find out how to be prepared for the estate and gift tax audit and get practical advice for responding to the IRS.Many gift and estate tax return preparers do a great job in taking appropriate reporting positions on the...
Confidently help clients work through their long-term care plan and be able to recommend the best program for any client's situation. After learning this information, you will be able to discuss and explain long-term...
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