Estate Planning

Estate Planning 18 matching products

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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
$1075.00 - $1375.00
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This comprehensive course demonstrates numerous basic trust concepts and provides a basic understanding of the outline of any legitimate trust document.
CPE Self-Study | Text
CPE
$155.00 - $193.75
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Tuesday, November 11 - 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
$129.00 - $161.00
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Jan 17, 2015 - Jan 18, 2015 - Las Vegas, NV – Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.
Conferences | Conference
$675.00 - $975.00
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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
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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
$129.00 - $161.00
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Monday, November 24 - 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
$129.00 - $161.00
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Jul 21, 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
$1129.00 - $1429.00
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Wednesday, August 27 - This webcast highlights the importance of special needs trusts in estate and life planning. We will explore the various types of trusts and their uses, who qualifies for a special needs trust, which types of federal and state aid are impacted, and which expenses can be paid through the trust.
Web Events | Audio Webcast
$99.00 - $124.00
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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 | CD-ROM, Text
CPE
$70.00 - $250.00
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Monday, November 3 - 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 - $124.00
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Wednesday, August 13 - This webcast will discuss the role of charitable planning, especially the use of charitable remainder trusts, in this environment — and how charitable planning tools can relate to the personal and family tax and estate planning objectives of our clients.
Web Events | Audio Webcast
$99.00 - $124.00
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