67 Results for ‘understanding-business-valuations-from-purpose-to-product’
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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.
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
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
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
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
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
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.
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...
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...
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...
Showing 1 - 10 of 67 results.