Estate Planning

Estate Planning 19 matching products

Highlighted ResultsHighlighted Results

Product Image
Jan 19, 2015 - Jan 21, 2015 - Las Vegas, NV - The AICPA Advanced Personal Financial Planning Conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Conferences | Conference, Workshop
$295.00 - $1690.00
See Details
Product Image
In this CPE course, discover the correlation between fiduciary and income tax rules for trusts and estates, accounting for income, and expenses and how to prepare a Form 1041.
CPE Self-Study | On-Demand, Text
CPE
$95.00 - $206.25
See Details

Results

1 | 2 | Next
This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.
CPE Self-Study | CD-ROM, Text
CPE
$70.00 - $250.00
See Details
Compare
Wednesday, November 5 - The program will discuss planning as it affects the decedent's final income tax return, as well as elections to make in connection with a fiduciary income tax return and the estate tax return of the decedent.
Web Events | Audio Webcast
$99.00 - $124.00
See Details
Compare
Monday, November 3 - This is an introductory session to the personal financial planning process. It reviews methods of gathering client data and instructions on how to work with clients to set goals.
Web Events | Video Webcast
$139.00 - $174.00
See Details
Compare
Tuesday, November 18 - This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis.
Web Events | Video Webcast
$139.00 - $174.00
See Details
Compare
Nov 17, 2014 - Nov 18, 2014 – Philadelphia, PA – Learn the latest techniques to help your wealthy clients retain, accumulate and transfer wealth. Experts will share cutting-edge strategies and changing government regulations that affect your wealthy clients.
Conferences | Conference
$850.00 - $1150.00
See Details
Compare
In this CPE course, explore tax challenges and planning opportunities in light of changing rules and real-life scenarios in which various planning alternatives are compared.
CPE Self-Study | Text
CPE
$135.00 - $168.75
See Details
Compare
Tuesday, November 18 - This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans.
Web Events | Video Webcast
$139.00 - $174.00
See Details
Compare
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
See Details
Compare
Tuesday, November 11 - 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 - $174.00
See Details
Compare
In this CPE course, discover the correlation between fiduciary and income tax rules for trusts and estates, accounting for income, and expenses and how to prepare a Form 1041.
CPE Self-Study | On-Demand, Text
CPE
$95.00 - $206.25
See Details
Compare
1 | 2 | Next