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In our society, and especially in the corporate world, there is a prevailing belief that some people are simply smarter or more talented than others and that this difference is what accounts for a per ...

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Banks and financial institutions (FI’s) continue to increase their reliance on 3rd parties to provide critical products and services. These third party providers are leveraged to lessen the time neede ...

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In today's world, most companies have embraced online learning, but managing the content can be a daunting task. Are you struggling with organizing your training content beyond spreadsheets and Word d ...

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Commercial deposit accounts require unique considerations. To properly establish a deposit account for the business customer, a financial institution has to be familiar with various types of business ...

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While some organizations have almost no accountability through metrics, others seem to bombard everyone with data. In this practical webinar, you will see how to establish a systematic metric system f ...

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While some organizations have almost no accountability through metrics, others seem to bombard everyone with data. In this practical webinar, you will see how to establish a systematic metric system f ...

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In recent years, few areas of regulatory compliance have gotten as much attention as vendor management. The stakes are high, so there’s never been a better time to get a grasp on this important topic. ...

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Elevate your organizational leadership with our comprehensive 4-part series, "Building Organizational Coaching Culture." Begin your journey with the first part, "Establishing the Organization’s Strate ...

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Elevate your organizational leadership with our comprehensive 4-part series, "Building Organizational Coaching Culture." Begin your journey with the first part, "Establishing the Organization’s Strate ...

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Productive and motivated employees are those who clearly understand what is expected of them in terms of performance and behavior. This course has tools and methods for collaboratively establishing go ...

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The Covid pandemic is forcing many individuals to consider, perhaps for the first time, what will happen when their life comes to an end. This session dives deep into estate and asset protection plann ...

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To provide preparers with a working knowledge of applicable tax laws & the h&s-on ability to prepare complete & accurate fiduciary & estate tax returns. This practical self-study webinar will also equ ...

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Most taxpayers are not currently subject to estate taxes. However, this situation is likely to change in two years as the Jobs Cuts and Tax Acts sunset. There is still time to take advantage of some o ...

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Most taxpayers are not currently subject to estate taxes. However, this situation is likely to change in two years as the Jobs Cuts and Tax Acts sunset. There is still time to take advantage of some o ...

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IRS Number: TATHT-T-00100-24-O   A review of 2024 filing requirements for Forms 709 and 706.

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The American Taxpayer Relief Act of 2012 (ATRA 2012) changed the landscape of estate planning, increasing substantially for many families the level and value of wealth to be passed to children and oth ...

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To provide preparers with a working knowledge of applicable tax laws and the hands-on ability to prepare complete and accurate fiduciary and estate tax returns. This practical webinar will also equip ...

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While some families made substantial 2012 gifts to take advantage of the $5.12 million exemption equivalent for gift and estate tax purposes, many families have not yet addressed the need for practica ...

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To provide a comprehensive understanding of the business, income tax and estate planning considerations relevant to any transfer of all or a portion of a closely held business. You will be equipped to ...

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This course reviews the federal income taxation of estates--simple trusts, complex trusts, revocable trusts, irrevocable trusts, and grantor trusts. Information is provided to enable practitioners to ...

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Estate planning doesn't have to be a daunting maze of tax codes and regulations; instead, it can be approached as a practical, real-life strategy to protect and distribute assets. This course focuses ...

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Estate planning doesn't have to be a daunting maze of tax codes and regulations; instead, it can be approached as a practical, real-life strategy to protect and distribute assets. This course focuses ...

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In this webinar, you will receive guidance on how to anticipate and protect against potential estate litigation relating to the probate of wills. Among other things, you’ll learn about the typical obj ...

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Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, m ...

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This is an eight hour live lecture presention. Learners will be able to identify and discuss new tax legislation and its impact on estate planning. Learners will be able to explain the basic concepts ...

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This is an eight credit hour live lecture presentationing. Learners will be able to discuss how federal tax law impacts estate planning, and they will be able to explain the fundamentals of estate pla ...

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This 8.0 credit course covers federal transfter tax legislation and its impact on estate planning, planning for incapacity, estate and gift tax planning, gifting, retirement asset planning, federal ge ...

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This is an eight credit hour live lecture presentation. Learners will be able to discuss how federal tax law impacts estate planning, and they will be able to explain the fundamentals of estate planni ...

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This is an eight credit hour live lecture presentation. Learners will be able to discuss how federal tax law impacts estate planning, and they will be able to explain the fundamentals of estate planni ...

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This course covers everything from the basics about wills and trusts to sophisticated tax-saving strategies. Get straightforward, plain-English explanations of practically every estate planning device ...

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This is an eight credit hour live lecture presentation with the instructors and students together in the same room. The program will begin with an overview of federal 2010 and 2012 transfer tax legisl ...

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This course starts with federal tax law and its impact on estate planning, then estate planning, specifically, planning for incapacity, asset transfers at death, estate and gift tax planning, and ethi ...

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Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, m ...

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This CLE/CPE webinar for estate planning counsel who advise—or want to advise—private equity and hedge fund founders will discuss the estate planning opportunities presented by carried interest. The p ...

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Taking command of your career and retirement assets is key to fostering peace of mind as you navigate your professional journey. The components of the FERS puzzle are intricately designed to complemen ...

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Taking command of your career and retirement assets is key to fostering peace of mind as you navigate your professional journey. The components of the FERS puzzle are intricately designed to complemen ...

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Covers the need-to-know basics about wills, trusts, avoiding probate, and planning for incapacity. Course includes information on making a will or living trust, naming a guardian for your children, av ...

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This course is intended to be a “boot camp” for junior CAT members and other individuals in the firm who are interested in learning more about the basics of estate planning. We intend to introduce par ...

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