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

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Live Webinar: Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

Learn how to effectively plan with intentionally defective grantor trusts and know the tax issues related to them. Intentionally, defective grantor trusts are a common topic of discussion among estate planners and are...

Live Webinar March 24, 2021 1:00pm EST

CLE, CPE credit available

Live Webinar: Selected Partnership Tax Issues

Selected Partnership Tax Issues

Learn to identify unique issues posed by the new partnership audit rules in the context of partnership formation and acquisitive transactions. In 2015, Congress passed the Bipartisan Budget Act of 2015 (the BBA),...

Live Webinar February 4, 2021 1:00pm EST

AIPB, CLE, Enrolled Agents, CPE credit available

Live Webinar: Basics of Advance Medical Directives in Estate Planning

Basics of Advance Medical Directives in Estate Planning

Understand important language and decisions that must be considered when preparing and drafting advance medical directives for clients. There are many misconceptions about estate planning documents and specifically...

Live Webinar January 21, 2021 1:00pm EST

CLE credit available

Live Webinar: The Post-Divorce Checklist: The Obvious and Not So Obvious

The Post-Divorce Checklist: The Obvious and Not So Obvious

Ensure nothing slips through the cracks for your clients, post-divorce. Recently divorced individuals may not be in the mindset to move on. Once a divorce is final, they may want a break from paperwork, lawyers and...

Live Webinar February 11, 2021 1:00pm EST

CFP, CLE credit available

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