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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: Legal and Regulatory Status of the Life Settlements Industry

Legal and Regulatory Status of the Life Settlements Industry

Properly advise your clients with an understanding of the life insurance industry and federal legislation. Every year over $200 billion of life insurance policies lapse or get surrendered that could have been sold,...

Live Webinar July 18, 2022 1:00pm EST

CLE, CPE credit available

Live Webinar: Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Learn how to read, draft and document investment policy statements. Investment fiduciaries have an obligation to document a prudent investment decision-making process, but many individuals and committees struggle with...

Live Webinar May 24, 2022 1:00pm EST

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

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: 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.

Available as OnDemand Course, MP3 Download

OnDemand Course: A Practical Guide to Using Life Insurance in Business Planning

A Practical Guide to Using Life Insurance in Business Planning

Gain an understanding of how life insurance can be utilized purposefully to accomplish a business' goals and objectives.Many entrepreneurs and executives have heard of life insurance being utilized for business planning...

Available as OnDemand Course, MP3 Download

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