10 Results for ‘restructuring-trusts-for-the-new-tax-law

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Live Webinar: Form 3520 Foreign Trust Reporting: Filing Deadlines, Requirements, and Liabilities

Form 3520 Foreign Trust Reporting: Filing Deadlines, Requirements, and Liabilities

Gain a better understanding on the differences in a foreign trust versus a United States trust and the reporting obligations for filing Form 3520. This topic will provide you with the fundamentals of U.

Live Webinar October 6, 2020 1:00pm EST

AIPB, CPE, Enrolled Agents credit available

Live Webinar: What Ancillary Probate Is and How to Avoid It

What Ancillary Probate Is and How to Avoid It

Learn about ancillary probate and best practices to avoid it in estate planning. Ancillary probate refers to the process of changing ownership of a piece of property in a state other than where a person lives and dies.

Live Webinar November 6, 2020 1:00pm EST

CLE credit available

Live Webinar: Estate Planning Technology: Electronic Wills

Estate Planning Technology: Electronic Wills

Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society. Electronic wills have become a hot topic in recent years, and especially during the pandemic.

Live Webinar October 13, 2020 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Marshalling Assets in Estate Planning

Marshalling Assets in Estate Planning

Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets. Learn how to best avoid liability and properly oversee the administration of an estate or trust.

Live Webinar September 21, 2020 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Legal Traps of Your Nonprofit Selling Goods Online

Legal Traps of Your Nonprofit Selling Goods Online

Make sure you are up to speed on the unique issues surrounding online sales activities. During an economic downturn, many nonprofits look toward innovative solutions to avoid operational cutbacks and layoffs.

Live Webinar October 28, 2020 1:00pm EST

CLE, CPE credit available

Live Webinar: Convergence of Estate Structure and Financial Advice

Convergence of Estate Structure and Financial Advice

Learn the importance of coordinating financial planning with estate planning and how to overcome the reluctance of clients. Many financial planners assist clients with estate planning, at least at a summary level and...

Live Webinar October 7, 2020 1:00pm EST

CLE, CPE credit available

Live Webinar: Guidance on Partnership Disguised Sales and Liabilities

Guidance on Partnership Disguised Sales and Liabilities

Gain a better understanding on what a disguised sale is and the role of liabilities in partner to partnership disguised sale determinations. Many taxpayers make investments or operate businesses through entities that...

Live Webinar September 30, 2020 1:00pm EST

AIPB, CLE, CPE, Enrolled Agents credit available

Live Webinar: Planned Giving Fundamentals for Nonprofits

Planned Giving Fundamentals for Nonprofits

Learn the fundamentals of planned giving and best practices to start your planned giving program. Too many nonprofits are intimidated by planned giving fundraising.

Live Webinar October 15, 2020 1:00pm EST

CPE credit available

Live Webinar: Developing a Writing Style That Focuses on the Reader

Developing a Writing Style That Focuses on the Reader

Gain an understanding on how to write for your reader with confidence. To be convincing you must write for your reader. How convincing is your writing?

Live Webinar November 10, 2020 1:00pm EST

AIPB, ASAP PACE, IAAP (pending), CPE credit available

Live Webinar: Taxation Issues When Conducting Business With Native American Tribes

Taxation Issues When Conducting Business With Native American Tribes

Learn about the tax issues and opportunities you need to know about when doing business with Native American tribes. As Native American tribes continue to diversify their own economic activities both on and off Native...

Live Webinar October 14, 2020 1:00pm EST

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

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