23 Results for ‘ada-accessibility-in-banks-guidelines-and-requirements’
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Product TypeOnDemand Course (22)Live Webinar (1)
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
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.
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.
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...
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.
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...
Enrolled Agents credit available
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.
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.
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...
CLE credit available
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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