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OnDemand Course: California Rules on Closing the Estate and Filing the Final Tax Return

California Rules on Closing the Estate and Filing the Final Tax Return

Gain an understanding of different types of taxes that affect California estates.Many practitioners are perplexed by estate tax, and the applicable filing requirements.

OnDemand Course: Florida Rules on Closing the Estate and Filing the Final Tax Return

Florida Rules on Closing the Estate and Filing the Final Tax Return

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...

OnDemand Course: Arizona Rules on Closing the Estate and Filing the Final Tax Return

Arizona Rules on Closing the Estate and Filing the Final Tax Return

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...

OnDemand Course: Form 706: Estate Tax Return Fundamentals

Form 706: Estate Tax Return Fundamentals

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,...

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

Enrolled Agents credit available

OnDemand Course: Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Fundamentals

Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Fundamentals

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.

Live Webinar: Estate Planning Considerations for Dual Residents

Estate Planning Considerations for Dual Residents

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

Live Webinar: Marshalling Assets in Estate Planning

Marshalling Assets in Estate Planning

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

Live Webinar: Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

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

Live Webinar: Asset Spend Down Requirements in Order to Qualify for Medicaid and Other Benefits

Asset Spend Down Requirements in Order to Qualify for Medicaid and Other Benefits

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

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