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OnDemand Course: Estate Planning Technology: Electronic Wills

Estate Planning Technology: Electronic Wills

Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society.Electronic wills have become a hot topic in recent years, and especially during the pandemic.

OnDemand Course: Estate Planning Considerations for Soldiers and Their Families

Estate Planning Considerations for Soldiers and Their Families

Understand the importance of having a current and appropriate estate plan in place and avoid potential issues that may be encountered.Many military personnel and their families are unaware of the complex issues they may...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Succession Planning for Family-Owned Businesses

Succession Planning for Family-Owned Businesses

Understand how to successfully implement a succession plan to transfer ownership of family-owned businesses.Many family-owned businesses who are preparing to transfer ownership to the next generation often do not...

OnDemand Course: Estate Planning for the Final Years of Life

Estate Planning for the Final Years of Life

Identify key issues to consider when counseling for final years of life.Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

OnDemand Course: 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 unintended...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Estate Planning Basics

Estate Planning Basics

Gain an understanding of what documents are needed for estate planning and how to best help clients through the process.Estate planning is a process that should be undertaken by nearly every person because if you fail...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Required Minimum Distributions After the SECURE Act and the CARES Act

Required Minimum Distributions After the SECURE Act and the CARES Act

Gain an understanding of the new RMD rules due to the SECURE Act.For decades the rules requiring minimum distributions from retirement plans and IRAs were largely unchanged.

OnDemand Course: Medicare Contribution Tax on Net Investment Income

Medicare Contribution Tax on Net Investment Income

Gain a better understanding on Medicare contribution tax on net investment incomes and who this tax applies to.Since 2013 many taxpayers have been affected by the net investment income tax.

OnDemand Course: Introduction to Qualified Tuition Programs (529 Plans)

Introduction to Qualified Tuition Programs (529 Plans)

Gain an understanding on how to use different 529 plans as an effective way to save for future costs of higher education. Investments in 529 plans have reached nearly $250 billion as of mid-2015.

OnDemand Course: Grantor Trust Liabilities: An Income Tax Analysis

Grantor Trust Liabilities: An Income Tax Analysis

Learn the complex income tax issues associated with grantor trusts and maintain your position as an authority on trusts.The sale to an intentionally defective grantor trust is one of the most powerful and versatile...

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