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Bookstore: Basic Medicaid Rules

Basic Medicaid Rules

Basic Medicaid Rules This report will provide you with an overview of the Medicaid Program. Then dig into income considerations including asset availability, exclusions and limits, disqualifying transfers and...

Live Webinar: Medicare Contribution Tax on Net Investment Income

Medicare Contribution Tax on Net Investment Income

Gain a better understanding on Medicare contribution tax on net investment incomes and who this tax applies to. Since 2013 many taxpayers have been affected by the net investment income tax.

Live Webinar November 24, 2020 1:00pm EST

CLE, Enrolled Agents, CPE credit available

Live Webinar: Convergence of Estate Structure and Financial Advice

Convergence of Estate Structure and Financial Advice

Learn the importance of coordinating financial planning with estate planning and how to overcome the reluctance of clients. Many financial planners assist clients with estate planning, at least at a summary level and...

Live Webinar October 7, 2020 1:00pm EST

CLE, CPE credit available

OnDemand Course: Legal and Regulatory Status of the Life Settlements Industry

Legal and Regulatory Status of the Life Settlements Industry

Properly advise your clients with an understanding of the life insurance industry and federal legislation.This topic will provide you with a window into a little understood and sometimes controversial asset class which...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

Find out how to effectively plan with Intentionally Defective Grantor Trusts and know the tax issues related to them.Many estate planning professionals and financial advisors do not fully understand the rules related to...

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: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of designing trusts and executing trust administration best practices. Many individuals who are named as trustees or successor trustee are unaware of all of the duties and responsibilities...

OnDemand Course: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of designing trusts and executing trust administration best practices.Many individuals who are named as trustees or successor trustee are unaware of all of the duties and responsibilities...

OnDemand Course: Estate Freeze Due Diligence

Estate Freeze Due Diligence

Learn to recognize the techniques in which it should be applied in relation to different types of estate freezes. An estate freeze is a power strategy for wealth management - but you don't have to be an insider to...

OnDemand Course: Estate Planning Ethics

Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...

Available as OnDemand Course, MP3 Download

CLE credit available

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