Estate Planning

Estate Planning 21 matching products

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Jul 18, 2016 - Jul 20, 2016 - Washington, DC - Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
Conferences | Conference, Workshop
$0.00 - $1445.00
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Jun 12, 2017 - Jun 15, 2017 - Las Vegas, NV- Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in the global economy. Immersed in three days of leading-edge best practices and ideas from esteemed thought leaders in financial planning, you?ll learn why past attendees rave about this conference every year.
Conferences | Conference
$1125.00 - $1425.00
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This comprehensive CPE course discusses the creation and administration of trusts, concepts which prove essential in understanding trust documents and preparing the relevant tax returns.
CPE Self-Study | Text
CPE
$155.00 - $193.75
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This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.
CPE Self-Study | Text
CPE
$200.00 - $250.00
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This CPE course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms, including the Federal Form 1041.
CPE Self-Study | On-Demand, Text
CPE
$129.00 - $189.00
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A new monthly content service from the AICPA that allows you to select and leverage the content you need through the marketing channels of your choice. Each month you will receive a collection of timely articles that provide a lively look at tax saving, financial planning, and small business advice that will be valued by clients and prospects. Annotated with helpful tips on how and where to best feature the content, this service will elevate your firm marketing power to the next level.
Publications | Download
$895.00 - $1095.00
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Monday, June 6 - This session provides in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.
Web Events | Video Webcast
$99.00 - $129.00
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This lively, stimulating look at tax saving and tax planning tips and techniques is prized by clients interested in the impact of the latest IRS rulings, tax developments, and tax planning strategies.
Publications | PDF Newsletter
$325.00 - $406.25
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Monday, June 13 - This deep-dive session examines the federal income tax system, with particular reference to the taxation of individuals and businesses. Participants will also get an in-depth review of the various tax-related aspects of investments, life insurance, annuities and securities.
Web Events | Video Webcast
$139.00 - $179.00
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Monday, June 13 - This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities.
Web Events | Video Webcast
$139.00 - $179.00
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CPA Client Bulletin is widely regarded as the number one, quality newsletter for CPA clients, now available in your choice of formats.
Publications | E-Newsletter, PDF Newsletter
$550.00 - $687.50
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Monday, May 23 - This presentation will discuss the best income and estate planning techniques to consider in a world of lower transfer tax costs, higher income tax rates, and disappearing valuation discounts.
Web Events | Audio Webcast
$79.00 - $99.00
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