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Inherited IRAs—What the Practitioner Needs to Know
Know the common errors involving retirement distributions where a few missteps can wipe out a substantial portion of inherited IRA assets.
Estate Planning Essentials: Tax Relief for Your Clients' Estates
Explore the use of wills, trusts, and life insurance as vehicles to reduce the estate tax. Advise clients on the most tax efficient way to structure their affairs to minimize the taxation on the transfer of their wealth to intended beneficiaries. Earn 12 CPE credits.
Critical Tax Issues and Money Management Ideas for Your Growing, Middle Income Clients
With totally integrated tax and financial planning strategies, help clients reeling from stock market downturns to plan ahead and build financial security. Earn 12 CPE credits.
Critical Tax Issues for Increasing Wealth
Turn your older, wealthier and self-employed tax clients into profitable financial planning clients — and earn 16 CPE credits.