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OnDemand Course: 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.Most, if not all, businesses rely on tangible assets to assist in their business operations.

Live Webinar: Post-Mortem Estate Planning

Post-Mortem Estate Planning

Gain an understanding of how income tax and estate planning are affected once a client passes away. Attorneys for fiduciaries of estates and testamentary trusts must provide proper advice to their fiduciary clients.

Live Webinar November 29, 2021 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: What to Do With That Unwanted Life Insurance Policy

What to Do With That Unwanted Life Insurance Policy

Learn the process needed to determine the best use of an existing unwanted life insurance policy. As financial planning practitioners, our clients will seek our guidance on old whole life insurance policies.

Live Webinar December 16, 2021 1:00pm EST

CLE, CPE credit available

Live Webinar: Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Learn estate planning strategies that will help better recognize your client’s eligibility for Medicaid programs. This topic will help you discuss and explain Medicaid eligibility and Medicaid planning strategies...

Live Webinar November 30, 2021 1:00pm EST

CLE, CPE credit available

OnDemand Course: Estate Planning Appraisal Fundamentals

Estate Planning Appraisal Fundamentals

Learn how assets are valued and how the IRS will consider the assets in order to best advise your clients.The business is typically the cornerstone of an individual's estate and its value.

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Modern Life Insurance Illustrations: Legitimate Uses, Questionable Practices, and Practical Alternatives

Modern Life Insurance Illustrations: Legitimate Uses, Questionable Practices, and Practical Alternatives

Gain an understanding of the life insurance illustration and ensure that life insurance product recommendations are in your client's best interest.Significant changes to the definition of life insurance, together with...

Available as OnDemand Course, MP3 Download

OnDemand Course: Fundamentals of Beneficiary Defective Inheritor's Trust

Fundamentals of Beneficiary Defective Inheritor's Trust

Understand how to transfer business operations to future generations without overpaying the Internal Revenue Service using the Beneficiary Defective Inheritor Trust.

OnDemand Course: Using Funeral Trusts in Estate Planning

Using Funeral Trusts in Estate Planning

Learn useful estate planning techniques with funeral trusts in mind and how to best advise your clients for the future.With the ever-changing economy and the aging population, more individuals and couples are seeking...

OnDemand Course: Fundamentals of Foreign Trust Administration

Fundamentals of Foreign Trust Administration

Confidently handle your client's trust needs - get a thorough understanding of foreign trust administration.Many U.S. taxpayers have or are considering establishing a foreign trust for privacy, asset protection or other...

OnDemand Course: Grantor Trust Liabilities: An Income Tax Analysis

Grantor Trust Liabilities: An Income Tax Analysis

Learn the complex income tax issues associated with grantor trusts and maintain your position as an authority on trusts.The sale to an intentionally defective grantor trust is one of the most powerful and versatile...

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