23 Results for ‘ada-accessibility-in-banks-guidelines-and-requirements

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Live Webinar: What Ancillary Probate Is and How to Avoid It

What Ancillary Probate Is and How to Avoid It

Learn about ancillary probate and best practices to avoid it in estate planning. Ancillary probate refers to the process of changing ownership of a piece of property in a state other than where a person lives and dies.

Live Webinar November 6, 2020 1:00pm EST

CLE credit available

OnDemand Course: Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

For the past 30 years, planners have been using traditional estate planning trusts to minimize the impact of estate taxes for married couples who will have taxable estates.

OnDemand Course: IRS Basis Consistency Requirements and New Rules

IRS Basis Consistency Requirements and New Rules

Understanding how to stay compliant with the IRS basis consistency requirements and new rules can help you and your clients ensure reporting is done is accurate and within the guidelines.

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

ABLE 529A: A New Option for Disabled Americans

All About ABLE: 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...

OnDemand Course: Retiring Abroad: A Tax Guide for Advisors and Their Clients

Retiring Abroad: A Tax Guide for Advisors and Their Clients

Are your clients planning to retire abroad? Before they do, prepare them for the additional and, often, surprising U.S. tax reporting complexities which accompany overseas living.

OnDemand Course: IRS Form 1099-B Reporting Update

IRS Form 1099-B Reporting Update

Find out what is required on the form 1099-B and how to properly report these requirements.This topic will help you understand the principles and rules that require brokers to report on a Form 1099-B, proceeds from...

Available as OnDemand Course, MP3 Download

Enrolled Agents credit available

OnDemand Course: Conservation Easement Transactions From A to Z

Conservation Easement Transactions From A to Z

Understand the legal requirements of conservation easements so you can assist your clients properly.Conservation easement transactions are complex transactions with a multitude of potential pitfalls.

OnDemand Course: Navigating Pension and Annuity Payments: General Rule and Taxation Guidelines

Navigating Pension and Annuity Payments: General Rule and Taxation Guidelines

Learn how to identify the current rules for navigating distributions within retirement plans, along with gaining new tips and tricks for a more successful process.

OnDemand Course: Charitable Tricks and How to Avoid Tax Traps When Donating

Charitable Tricks and How to Avoid Tax Traps When Donating

Fully understand the rules and guidelines you should know when donating to a charitable organization.Many financial and estate planning clients are charitably motivated, and the tax laws in the United States are...

Available as OnDemand Course, MP3 Download, Video, Video, Video

CLE credit available

OnDemand Course: California Rules on Closing the Estate and Filing the Final Tax Return

California Rules on Closing the Estate and Filing the Final Tax Return

Gain an understanding of different types of taxes that affect California estates.Many practitioners are perplexed by estate tax, and the applicable filing requirements.

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