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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, 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 (pending), 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 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: 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: 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: Charitable Remainder Trust Fundamentals

Charitable Remainder Trust Fundamentals

Gain an understanding of how to implement charitable remainder trusts for your clients. Charitable remainder trusts are unique tools that allow clients to attain significant income and estate tax advantages while...

Live Webinar September 30, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

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