22 Results for ‘basics-of-sales-use-tax’
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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...
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
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
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...
CLE credit available
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...
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
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...
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...
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...
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...
CLE credit available
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