20 Results for ‘basics-of-sales-use-tax’
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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...
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
CFP, CLE, Enrolled Agents, CPE credit available
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
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
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...
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...
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...
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
Grantor Trust Liabilities: An Income Tax Analysis
Learn the complex income tax issues associated with grantor trusts and maintain your position as an authority on trusts.The sale to an intentionally defective grantor trust is one of the most powerful and versatile...
Estate Planning for the Family Vacation Home
Preserve your client's happy memories - get practical estate planning techniques for vacation homes.In planning your client's estate, you need to be aware that a vacation home is not like other assets.
Available as OnDemand Course, Video, Video, Video
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