18 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...
Intentionally Defective Grantor Trusts
Learn how to effectively plan with intentionally defective grantor trusts and know the tax issues related to them. Intentionally, defective grantor trusts are a common topic of discussion among estate planners and are...
Live Webinar March 24, 2021 1:00pm EST
CLE, 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
CFP, CLE 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...
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
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, Video
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
Estate Planning Considerations Involving Cryptocurrency
Learn about cryptocurrency and how it is used in modern day estate planning.As interests in, and accumulation of, digital assets have expanded from intellectual property, communication, and other forms of technology,...
Available as OnDemand Course, MP3 Download
Showing 1 - 10 of 18 results.