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Live Webinar: Fundamentals of Kinship Proceedings and How They Occur

Fundamentals of Kinship Proceedings and How They Occur

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

Live Webinar: Best Practices in Identifying and Preventing Life Insurance Fraud

Best Practices in Identifying and Preventing Life Insurance Fraud

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

OnDemand Course: Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

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...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Probate Alternatives in Estate Planning in California

Probate Alternatives in Estate Planning in California

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.

OnDemand Course: Dynasty Trust Estate Planning Fundamentals

Dynasty Trust Estate Planning Fundamentals

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...

OnDemand Course: Using Digital and Social Media to Acquire and Expand Client Relationships

Using Digital and Social Media to Acquire and Expand Client Relationships

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...

OnDemand Course: Estate Plan Fundamentals for Illiquid Assets

Estate Plan Fundamentals for Illiquid Assets

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...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Estate Planning Appraisal Fundamentals

Estate Planning Appraisal Fundamentals

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.

Available as OnDemand Course, MP3 Download

OnDemand Course: ABLE 529A: A New Option for Disabled Americans

ABLE 529A: A New Option for Disabled Americans

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...

OnDemand Course: Tax Treatment of Pre-2018 Accumulated Earnings

Tax Treatment of Pre-2018 Accumulated Earnings

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.

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

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