Estate Planning

Estate Planning 16 matching products

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Save time and keep current on the latest tax developments! This CPE course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance.
CPE Self-Study | Text
CPE
$165.00 - $206.25
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Get ready for the upcoming tax season! In this CPE course, get up-to-the-minute guidance on the latest tax legislation, court decisions and IRS pronouncements. With the ever changing tax laws and their increased complexity, you canít afford to miss this CPE course!
CPE Self-Study | Text
CPE
$155.00 - $193.75
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Monday, June 22 - This session addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk.
Web Events | Video Webcast
$139.00 - $174.00
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A guidebook for professionals who structure, tailor and administer financial and estate plans. Covers estate, tax, retirement planning, as well as investment and risk management. Examines the techniques used to set and meet the financial goals of clients and their families.
Publications | On-Demand
$79.00 - $98.75
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Monday, June 8 - 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 - $174.00
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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
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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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Monday, June 15 - 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
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In this CPE course, learn how to advise clients on the most tax-efficient way to structure their affairs to minimize taxation on the transfer of their wealth to intended beneficiaries.
CPE Self-Study | On-Demand, Text
CPE
$155.00 - $218.75
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Monday, June 1 - 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
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Jul 20, 2015 – Jul 22, 2015 - the 2014 AICPA Advanced Estate Planning Conference will provide new insights, game-changing analysis, and sophisticated technical training to help you keep on top of your profession. This premier event will deliver the expertise, hands-on training and up-to-the-minute information practitioners have come to expect.
Web Events | Audio Webcast
$1125.00 - $1425.00
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Monday, June 8 - 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
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