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Live Webinar: Drafting Trusts in Estate Planning

Drafting Trusts in Estate Planning

Learn how to properly and effectively draft different types of trusts for an estate plan. Trusts can be an integral part of an effective estate plan.

Live Webinar October 1, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents 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 (pending), CLE, CPE credit available

Live Webinar: Estate Planning for the Family Vacation Home

Estate Planning for the Family Vacation Home

Preserve your client’s happy memories - get practical estate planning techniques for vacation homes. In planning your client’s estate, you need to be aware that a vacation home is not like other assets.

Live Webinar September 11, 2019 1:00pm EST

CFP, CLE, CPE 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 15, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Drafting estate plan documents is an important process to ensure assets are passed on to your intended beneficiaries. Learn best practices and tips for this process.

Live Webinar September 25, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Current Issues in Tax Liens

Current Issues in Tax Liens

Discover the mechanics of tax liens and how the IRS utilizes these enforcement tools. Federal tax liens and tax levies can cause serious damage to taxpayers already struggling with debt.

Live Webinar September 26, 2019 1:00pm EST

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

Live Webinar: Electronic Signatures:Remote Online Notarizations - Current Status

Electronic Signatures:Remote Online Notarizations - Current Status

E-signatures are growing in popularity, are you up-to-date on the latest e-signature laws? This topic is intended to explain to you how a reasonably well designed e-contracting process can be less risky than a...

Live Webinar September 10, 2019 1:00pm EST

CLE, CPE credit available

Live Webinar: Using IRAs and 401(k)s to Buy and/or Fund Real Estate Investments

Using IRAs and 401(k)s to Buy and/or Fund Real Estate Investments

Learn to recognize and capitalize on the trillions of dollars accessible through IRA/401(k) accounts. The vast majority of IRA and 401(k) accounts are invested exclusively in Wall Street products: stocks, bonds and...

Live Webinar September 18, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: SALT Compliance: Tax Planning for Out-of-State Workforces

SALT Compliance: Tax Planning for Out-of-State Workforces

Gain a better understanding of effects of the Wayfair case on SALT, including its effects on mobile workers and their employers. June 21, 2018 marked a turning point in defining nexus in the U.

Live Webinar September 19, 2019 1:00pm EST

CLE, CPE credit available

Live Webinar: Estate and Trust Administration Disputes

Estate and Trust Administration Disputes

Gain an understanding of estate and trust administration disputes and methods to resolve them. Trusts and estate practitioners, including fiduciary litigators, commonly face a variety of potential claims relating to...

Live Webinar August 29, 2019 1:00pm EST

CFP, CLE, CPE credit available

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