33 Results for ‘create-effective-statements-of-functional-expenses’
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Product TypeOnDemand Course (30)Live Webinar (2)Report (1)
CreditCLE (2)Enrolled Agents (1)CPE (1)ACFE (1)
Learn planning solutions and how to identify potential issues in kinship proceedings. This topic will discuss kinship proceedings in New York State.
Live Webinar December 10, 2020 1:00pm EST
CLE, Enrolled Agents credit available
Life insurance fraud is becoming more common, learn how to detect these acts and prevent them from happening. The insurance industry is among the most heavily regulated industries in America.
Live Webinar December 15, 2020 1:00pm EST
ACFE, CLE, CPE credit available
Learn how to read, draft and document investment policy statements.Investment fiduciaries have an obligation to document a prudent investment decision-making process but many individuals and committees struggle with the...
CLE credit available
Learn to identify ways for your clients to avoid probate to reduce delays and expenses.Many estate planning clients in California are rightfully wary of having their estate pass through probate.
Gain an understanding of the different designs of trusts centered around Dynasty Trust.Dynasty trusts are increasingly used in estate planning to achieve estate tax savings for multiple generations, while also providing...
Gain an understanding of how to stay compliant with FINRA while using your digital presence and social media to obtain new clients. This topic will describe how to establish your personal brand and engage clients using...
Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...
Learn how assets are valued and how the IRS will consider the assets in order to best advise your clients.The business is typically the cornerstone of an individual's estate and its value.
All About ABLE: Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients. This topic will provide an overview of the Achieving a Better Life Experience...
Gain an understanding of the new taxation processes that are taking place in the U.S. this year.The Tax Cuts and Jobs Act made significant changes to the U.
Showing 1 - 10 of 33 results.