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

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Bookstore: Trust Administration in California: Trustee Duties and Responsibilities

Trust Administration in California: Trustee Duties and Responsibilities

Trust Administration in California: Trustee Duties and Responsibilities Since trusts describe a fiduciary "relationship" between the person holding legal title to property for the benefit of another and the beneficiary,...

Bookstore: Cutting Edge Litigation Issues in California Trust Administration

Cutting Edge Litigation Issues in California Trust Administration

Cutting Edge Litigation Issues in California Trust Administration The topics covered in this report are "cutting edge" because the issues presented involve areas of trust administration where predictability is difficult...

OnDemand Course: Why You Shouldn't Trust Your Payroll Company to Satisfy Your Payroll Tax Responsibilities

Why You Shouldn't Trust Your Payroll Company to Satisfy Your Payroll Tax Responsibilities

Most companies in today's world outsource payroll functions. Small companies prefer sending all payroll administrative tasks off site for a fixed cost.

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

Live Webinar: Basic SEO Ideas and Best Practices for Your Business

Basic SEO Ideas and Best Practices for Your Business

Learn how to develop a cohesive and comprehensive SEO strategy to maximize your organic visibility, site traffic and revenue. Google® owns 94 percent of all searches online.

Live Webinar February 4, 2021 1:00pm EST

OnDemand Course: Early Termination (and Modification) of Trusts

Early Termination (and Modification) of Trusts

Learn practical solutions to modify or terminate trusts as well as drafting techniques to allow for future modification. Trusts can be designed to last for decades beyond their original creation.

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

For the past 30 years, planners have been using traditional estate planning trusts to minimize the impact of estate taxes for married couples who will have taxable estates.

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