25 Results for ‘2014-payroll-tax-changes

Currently filtering by: Estate Planning Clear all filters
Credit Detail: Brief | Expanded

Refine Your Search

Live Webinar: 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.

Live Webinar December 16, 2021 1:00pm EST

CLE, CPE credit available

OnDemand Course: For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients

For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients

Learn how to handle the estate planning needs of same-sex and non-married couples with ease. Recent changes regarding the recognition of same-sex couples, competing state and federal laws, along with the ever changing...

OnDemand Course: Preparing for and Surviving an Office of Compliance Inspections and Examinations Review

Preparing for and Surviving an Office of Compliance Inspections and Examinations Review

Are You Ready for the SEC to Peer Into Your Firm's Closets? It is no secret that the SEC, through OCIE, has stepped up its efforts to examine investment advisers' compliance policies and procedures.

OnDemand Course: How Financial Advisors Cut Ties with Clients

How Financial Advisors Cut Ties with Clients

For many financial planners and wealth advisors, helping clients achieve their lifetime goals is a rewarding process. However, you may not be enjoying your time spent with some of your clients.

OnDemand Course: Effects of Recent Events on Estate Planning

Effects of Recent Events on Estate Planning

Explore the possible changes in tax law that could impact estate planning, and how to best advise clients during this time of uncertainty.Recent events, including the 2020 election, may result in changes to tax laws...

Available as OnDemand Course, MP3 Download

OnDemand Course: How to Relocate Clients to Reduce Taxes While Staying Compliant

How to Relocate Clients to Reduce Taxes While Staying Compliant

Understand some of the ways states seek to impose their income taxes on individuals and trusts.Everyone has a domicile. It may be acquired from one's parents, by marriage or place of residency.

Available as OnDemand Course, MP3 Download

OnDemand Course: ABLE 529A: A New Option for Disabled Americans

ABLE 529A: A New Option for Disabled Americans

Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients.This topic will provide an overview of the Achieving a Better Life Experience (ABLE) statute found...

Available as OnDemand Course, MP3 Download

OnDemand Course: Who Wants to be a Drillionaire?  Estate Planning for Oil and Gas Owners

Who Wants to be a Drillionaire? Estate Planning for Oil and Gas Owners

Learn valuable estate planning techniques to protect your client's oil and gas assets. The oil and gas boom has created millions of jobs and generated billions in bottom-line revenue, giving rise to more drillionaires...

OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

Available as OnDemand Course, Video, Video, Video, Video, Video

OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

CPE credit available

Showing 1 - 10 of 25 results.

< Previoius123Next >