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OnDemand Course: Update and Maintenance of Wills, Trusts, and Estate Plans

Update and Maintenance of Wills, Trusts, and Estate Plans

Gain an understanding of the proper updates and documentation to maintain wills, trusts, and estate plans.Effective estate plan documents enable your client to direct the most efficient transfer of assets after their...

Available as OnDemand Course, Video, Video

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...

OnDemand Course: Liabilities that Sidestep an Asset Protection Plan

Liabilities that Sidestep an Asset Protection Plan

Be cautious of limits. Be confident when assisting your clients with creating and maintaining an asset protection plan. Many asset protection planners effectively assist their clients with establishing and maintaining...

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