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Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
"Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types a ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Designed to give a quick overview of the essential aspects of estate planning, this course covers wills, living trusts, gifts, marital property, and probate avoidance. Danny Santucci gives you all the ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Estate Planning For Income Taxes: Maximizing Step-Up In Basis For Couples - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Estate Planning for Medium and Large Estates: The Fundamentals You Need to Know
13-Jun-2019 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn the fundamental estate planning strategies for clients with medium and large estates. Upon course completion, you will be able to: Outline the framework for r ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- VA
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This 360-minute course will be presented as a group internet based activity on October 7, 2024. The course will track attendance and participation and provide certificates to those who complete the co ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Why You Should Attend The only national program specifically designed for those who represent family business owners! Attend this nationally-recognized program for expert analysis on all key aspects o ...Program Level:
AdvancedDelivery Method:
- Group Internet Based
- Group Live
Location:
- TX
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
There are many options for estate planning that can minimize taxes, while ensuring that assets are distributed in accordance with your specific wishes. These options are covered in detail in the Estat ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This exceptional estate planning course is one of the most comprehensive youll find, covering wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored a ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll receive a breakdown of important new laws that affect estate planning. After completing this webinar, among other things, youll: Recognize the impact of recent devel ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course will address the mistakes that clients typically make - and that planners sometimes ignore or fail to consider. It will offer solutions and suggestions on the best ways to avoid these mist ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course will address the mistakes that clients typically make—and that planners sometimes ignore or fail to consider. The course will offer solutions and suggestions on the best ways to avoid thes ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The young and wealthy are not the traditional estate planning clients and advice for this special group must be tailored accordingly. To prepare for changing life circumstances and unpredictable futu ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of cons ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With the cost of education on the rise, it is more important than ever that clients understand the estate planning strategies available to both save and pay for education-related expenses. In this pra ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- VA
-
Estate Planning to Protect Your Online Life After Death
16-Jul-2019 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: Hardly a day goes by where we do not create, use, or purchase a digital asset. We write emails, post pictures, upload documents, and buy digital books, music, or videos. Bu ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
- NM
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost- ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost- ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominat ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Estate Planning: The Military Veteran and Benefits Management
15-Jun-2021 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: This session will review Veterans Benefits available to assist clients with payment of long term care services including service record requirements, financial eligibility fa ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Throw away the tax code and regulations! This course will help you finally make sense of estate planning. You'll learn how to structure an effective estate plan using a highly visual, real-life approa ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
To give accountants and tax professionals the necessary planning information and the available tools to create quality estate plans for clients. You'll learn what estate planning is, when and how to d ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
To give accountants & tax professionals the necessary planning information & the available tools to create quality estate plans for clients. You'll learn what estate planning is, when & how to devise ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
To give accountants and tax professionals the necessary planning information and the available tools to create quality estate plans for clients. You'll learn what estate planning is, when and how to d ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
To give accountants & tax professionals the necessary planning information & the available tools to create quality estate plans for clients. You'll learn what estate planning is, when & how to devise ...Delivery Method:
- QAS Self Study
-
Estate Planning: Key Issues for Attoneys, Accountants and Financial Advisors
13-May-2015 HalfMoon Education Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
This is 9.5 credit hour live lecture presentation with the instructors and students together in the same room. Bound written materials, authored by the faculty, will be distributed to all attendees at ...Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
To guide CPAs & other tax practitioners through complex estate planning issues & strategies designed to maximize tax-saving opportunities. The self-study webinar will provide you with a level of comfo ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
To guide CPAs and other tax practitioners through complex estate planning issues and strategies designed to maximize tax-saving opportunities. The webinar will provide you with a level of comfort when ...Delivery Method:
- Group Internet Based
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