14 Results for ‘basics-of-sales-use-tax

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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

OnDemand Course Credit
    • CFP - 1.5
    • AK CLE - 1.5
    • AL CLE - 1.6
    • AR CLE - 1.5
    • AZ CLE - 1.5
    • CA CLE - 1.5
    • CT CLE - 1.5
    • HI CLE - 1.5
    • IL CLE - 1.5
    • ME CLE - 1.5
    • MN CLE - 1.5
    • MO CLE - 1.8
    • MS CLE - 1.6
    • ND CLE - 1.5
    • NH CLE - 1.6
    • NJ CLE - 1.8
    • NM CLE - 1.5
    • NY CLE - 1.5 including Skills 1.5
    • PA CLE - 1.5
    • RI CLE - 1.5
    • TN CLE - 1.58
    • UT CLE - 1.5
    • VA CLE - 1.5
    • VT CLE - 1.5
    • WA CLE - 1.5
    • WI CLE - 1.5
    • WV CLE - 1.8
    MP3 Download Credit
      • AK CLE - 1.5
      • AZ CLE - 1.5
      • CA CLE - 1.5
      • CT CLE - 1.5
      • HI CLE - 1.5
      • ME CLE - 1.5
      • MO CLE - 1.8
      • NJ CLE - 1.8
      • NM CLE - 1.5
      • NY CLE - 1.5 including Skills 1.5
      • UT CLE - 1.5
      • VT CLE - 1.5
      • WA CLE - 1.5
      • WV CLE - 1.8
      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: 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

      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, Video

      OnDemand Course Credit
        • AK CLE - 1.5 including Ethics 1.5
        • AL CLE - 1.5 including Ethics 1.5
        • AR CLE - 1.5 including Ethics 1.5
        • AZ CLE - 1.5 including Ethics 1.5
        • CA CLE - 1.5 including Ethics 1.5
        • CO CLE - 2 including Ethics 2
        • CT CLE - 1.5 including Ethics 1.5
        • FL CLE - 2 including Wills, Trusts, and Estates 2; Ethics 2
        • HI CLE - 1.5 including Ethics 1.5
        • IL CLE - 1.5 including Legal Ethics 1.5
        • ME CLE - 1.5 including Ethics 1.5
        • MN CLE - 1.5 including Ethics 1.5
        • MS CLE - 1.5 including Ethics 1.5
        • ND CLE - 1.5 including Ethics 1.5
        • NH CLE - 1.5 including Ethics 1.5
        • NJ CLE - 1.8 including Ethics 1.8
        • NM CLE - 1.5 including Ethics 1.5
        • NV CLE - 1.5 including Ethics 1.5
        • NY CLE - 1.5 including Ethics and Professionalism 1.5
        • PA CLE - 1.5 including Ethics 1.5
        • RI CLE - 1.5 including Ethics 1.5
        • TN CLE - 1.5 including Dual 1.5
        • UT CLE - 1.5 including Ethics 1.5
        • VA CLE - 1.5 including Ethics 1.5
        • VT CLE - 1.5 including Ethics 1.5
        • WA CLE - 1.5 including Ethics 1.5
        • WV CLE - 1.8 including Ethics 1.8
        MP3 Download Credit
          • AK CLE - 1.5 including Ethics 1.5
          • AZ CLE - 1.5 including Ethics 1.5
          • CA CLE - 1.5 including Ethics 1.5
          • CT CLE - 1.5 including Ethics 1.5
          • HI CLE - 1.5 including Ethics 1.5
          • ME CLE - 1.5 including Ethics 1.5
          • NJ CLE - 1.8 including Ethics 1.8
          • NM CLE - 1.5 including Ethics 1.5
          • NY CLE - 1.5 including Ethics and Professionalism 1.5
          • UT CLE - 1.5 including Ethics 1.5
          • VT CLE - 1.5 including Ethics 1.5
          • WA CLE - 1.5 including Ethics 1.5
          • WV CLE - 1.8 including Ethics 1.8
          OnDemand Course: Grantor Trust Liabilities: An Income Tax Analysis

          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...

          OnDemand Course: Estate Planning for the Family Vacation Home

          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

          OnDemand Course: Estate Planning Considerations Involving Cryptocurrency

          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

          OnDemand Course: Estate Planning Techniques Regarding Spousal Lifetime Access Trust

          Estate Planning Techniques Regarding Spousal Lifetime Access Trust

          Fundamentals of Spousal Lifetime Access Trust planning.Estate planning has progressed well beyond the basic will and powers of attorney. Use of trusts permit detailed and comprehensive planning.

          Available as OnDemand Course, MP3 Download

          OnDemand Course Credit
            • AK CLE - 1.5
            • AL CLE - 1.6
            • AR CLE - 1.5
            • AZ CLE - 1.5
            • CA CLE - 1.5
            • CT CLE - 1.5
            • HI CLE - 1.5
            • IL CLE - 1.5
            • ME CLE - 1.5
            • ND CLE - 1.5
            • NH CLE - 1.6
            • NJ CLE - 1.8
            • NY CLE - 1.5 including Areas of Professional Practice 1.5
            • PA CLE - 1.5
            • RI CLE - 1.5
            • VT CLE - 1.5
            • WI CLE - 1.5
            • WV CLE - 1.8
            MP3 Download Credit
              • AZ CLE - 1.5
              • CA CLE - 1.5
              • CT CLE - 1.5
              • HI CLE - 1.5
              • ME CLE - 1.5
              • NJ CLE - 1.8
              • NY CLE - 1.5 including Areas of Professional Practice 1.5
              • VT CLE - 1.5
              • WV CLE - 1.8
              OnDemand Course: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

              Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

              Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

              Available as OnDemand Course, Video, Video, Video, Video, Video, Video

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