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Bookstore: Income and Estate Planning - High Net Worth Individuals in California

Income and Estate Planning - High Net Worth Individuals in California

Get tips for advising your high-income clients This highly-informative, one-day advanced tax-planning seminar will provide participants with the knowledge and skills to confidently advise high-income individuals in tax...

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

OnDemand Webinar: The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning

The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning

Intellectual property is a hot area of the law, and businesses, along with individuals, are using intellectual property interests to start, grow and value their businesses.

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

OnDemand Webinar: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CLE 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

OnDemand Webinar: Current Issues in Revocable Living Trusts

Current Issues in Revocable Living Trusts

Handle your clients' estate planning needs with ease - learn the ins and outs of revocable living trusts.Understanding how a revocable living trust works and benefits the Trustor's during life and the Trustor's family...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Current Issues in Cost Segregation

Current Issues in Cost Segregation

Discover the opportunities and legal considerations of cost segregation.Discover the opportunities and legal considerations of cost segregation. Cost segregation is a powerful tax planning strategy used by real estate...

Available as OnDemand Webinar, Audio & Reference Manual

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