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OnDemand Webinar: Estate and Financial Planning for Clients Living With Chronic Illness

Estate and Financial Planning for Clients Living With Chronic Illness

Advise and protect your clients living with a chronic illness to ensure their assets and benefits are preserved.Elder law is a highly specific field of law, requiring an understanding of the ever-changing Medicaid and...

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

CLE credit available

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: Nexus Issues in State Tax Planning

Nexus Issues in State Tax Planning

Learn how to properly advise your client and warn against the possible tax consequences of moving to another state or accepting employment in a neighboring state.

Live Webinar April 7, 2020 1:00pm EST

CLE, CPE credit available

Live Webinar: Current Work Product Issues in Taxation: Preservation, Waiver and Tax Accrual Work Papers

Current Work Product Issues in Taxation: Preservation, Waiver and Tax Accrual Work Papers

Learn and discuss how to protect communications between the tax practitioner and the client. As the IRS is faced with fewer and fewer resources, tax audits tend to involve less discussion and more broad requests for...

Live Webinar April 3, 2020 1:00pm EST

AIPB, CPE, Enrolled Agents, IAPP 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.

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, MP3 Download, Audio & Reference Manual

CLE credit available

Live Webinar: Primer on Real Estate Investment Trusts

Primer on Real Estate Investment Trusts

Become familiar with the use of REITs and the tax rules that apply to these increasingly utilized investment structures. REITs are the investment vehicle of choice for holding interests in a diversified portfolio of...

Live Webinar April 20, 2020 1:00pm EST

CFP, CLE, CPE 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

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...

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