Course Library

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At this session, you'll learn about estate plans of the rich and famous, including: • Are the rich and famous indeed really different? • Don't assume a client has the best advisors or a good plan • Es ...

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Estate Tax Planning examines the various aspects of planning for the estate tax liability, beginning with a discussion of the genesis of estate taxation in English common law. Subjects discussed inclu ...

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Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with a discussion of the genesis of estate taxation in English common law and continues wit ...

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Estate Tax Planning examines the various aspects of planning for the estate tax liability.  The course begins with a discussion of the genesis of estate taxation in English common law and continues wi ...

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Estate Tax Planning: Strategies and Administration examines the various aspects of planning for the estate tax liability, beginning with a discussion of the genesis of estate taxation in English commo ...

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The likely estate tax policy from Senator Sanders, Senator Wyden, and the President all lean towards lower estate tax exemptions, higher graduated estate tax rates and a reduction in minority interest ...

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Estate Tax Reporting in 2024: Forms 1041 and 706 Preparing returns for estates can be difficult, especially if you do not prepare these kinds of returns often, but these services are vital for our cli ...

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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 estate tax returns.

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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 estate tax returns.

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When a client dies with an IRA or qualified plan, the estate's advisors must balance the tax effects with a variety of financial and property law issues. From the first family meeting to the final re- ...

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Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substanti ...

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This course was updated on 9/19/2019. Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death ...

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This course was updated on 9/19/2019. Estate taxes are one of the taxes covered by the IRS's unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death ...

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This course describes how to identify what is included in the gross estate and demonstrate how to calculate gross estate amounts.

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Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the mi ...

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The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed accordingly. This course will discuss ...

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This course was updated on 7/9/2020. The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed a ...

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The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed accordingly. This course will discuss ...

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After completing this course, you will be able to (1) identify characteristics of a trust or estate, (2) calculate taxable income of a trust or estate, (3) interpret the rules for a decedent’s estate, ...

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This course will cover estimating your company's Cost of Capital and where to use the results.

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This course covers how to estimate your company's Cost of Capital and where to use the results.

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This course covers how to estimate your company's Cost of Capital and where to use the results.

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This course will cover estimating your company's Cost of Capital and where to use the results.

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Cryptocurrencies, such at Bitcoin and Ethereum, are just two of thousands of emerging solutions to create frictionless global transactions between counter parties. Additionally, cryptocurrencies are p ...

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This course discusses the importance of professional ethical practice for those engaging in expert and specialist roles within an organization.

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Ethical Challenges 2017 uses animated videos and interactive audience polling to keep the audience involved and learning. Attendees participate in an informative and engaging session that teaches the ...

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Ethics training doesn’t have to be dull or boring. Ethical Challenges uses interactive audience polling to keep the audience involved and learning. Teams participate in an informative and engaging ses ...

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To satisfy the Ethics requirement for Florida CPAs and emphasize the need for prudent ethical judgment when interpreting the rules and determining the public interest. You'll use case studies and disc ...