53 Results for ‘filing-form-1023-federal-exemption-application’
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Gain an understanding of different types of taxes that affect California estates.Many practitioners are perplexed by estate tax, and the applicable filing requirements.
Learn steps to properly administer the closing of a probate estate and tax return.Many estate administration professionals are able to prepare the opening pleadings and documents and know how to take the beginning steps...
Learn methods of closing the estate in Arizona and how to reduce income tax liability in the final year of the estate.You will gain familiarity with the Arizona statutes and rules governing the closing of a probate...
Get up-to-date on when and how to file a Form 706 and learn how to reduce future transfer taxes for your clients.Although the 2017 Tax Act significantly increased the estate and gift tax lifetime exemption amounts,...
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...
Enrolled Agents credit available
Get the essential information you need to file Form 709 and save your clients from future estate tax problems.A significant challenge for estate planners, accountants and other professionals is the gift tax return.
Gain an understanding on the key concepts you should be considering when estate planning for a dual resident client including tax issues and will options.
Live Webinar August 19, 2020 1:00pm EST
CLE, CPE, Enrolled Agents credit available
Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets. Learn how to best avoid liability and properly oversee the administration of an estate or trust.
Live Webinar September 21, 2020 1:00pm EST
CFP, CLE, CPE credit available
Gain an understanding on how to include benefits in an estate plan. Estate planning with employee benefits can be very complex and choosing the wrong beneficiary or form of benefit can have unanticipated and...
Live Webinar August 26, 2020 1:00pm EST
CLE, CPE credit available
Assist your clients in qualifying for Medicaid with these methods and strategic planning. Many clients of an elder law practice encounter the increasing cost of quality health care across the nation, resulting in...
Live Webinar September 14, 2020 1:00pm EST
CLE, CPE credit available
Showing 1 - 10 of 53 results.