To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning as well as transfers of assets.
Dig into the basics of transfer tax planning, including A-B trusts, QTIPs, IDGTs, QPRTs, GRATs, unlimited marital deduction planning, planning with life insurance trusts, family limited partnerships and more.
Also, particular attention will be paid to planning for estate tax law changes and looking at advanced planning strategies, such as the use of trust protectors.
Formerly titled: Estate Planning Intro: Know Your Q-tip From a QTIP
Stay up-to-date on FASB's activities and save time from reading many email summaries and receive summarized news in one session with CPE credit.
This course delivers an overview of Accounting Standards Updates (ASU) released in the previous quarter and any changes to the FASB Workplan. Also, this course addresses any proposed ASU issued along with the deadline for comments.
Note: This course is updated and offered every three months via webcast.
Retirement accounts are a critical asset for aging clients and forward-thinking families. For many, retirement plans are the greatest financial asset they have. Go beyond mere calculations and learn how to assist clients with retirement planning.
Improper beneficiary choices and faulty distribution calculations can result in penalties or unnecessary taxes. Recent changes that affect late rollovers and relief for those in disaster areas show that the law in this area is dynamic and updates are necessary.
Course materials contain final regulations governing plan distributions and copies of all appropriate IRS forms and rulings. Updated with the latest cases, rulings, regulations and legislation, this course provides the necessary tools to serve clients who are about to retire or begin IRA withdrawals on their own or as a beneficiary.
Webcast: Digital Currency Revolutions: How Bitcoin and Cryptocurrencies are Changing Commerce Webcast
This groundbreaking course helps attendees understand why digital currencies matter and how best to advise clients.
A $100 investment in Bitcoins in 2010 would be worth over $75 million today. What is the reason for this unfathomable explosion in value? Daily, there is an average of over 300,000 unique Bitcoin transactions processed. Companies of all sizes now accept Bitcoins for payments. As auditors, tax preparers, and advisors to businesses and investors from all walks of life, it is our professional duty to understand the changes orchestrated by Bitcoins and their digital currency cousins.
This course aggregates a number of different subjects that are relevant to planning for high net worth clients—federal, state and international income tax planning, estate planning, estate tax planning, asset protection and offshore holdings. Review a select a number of contemporary planning strategies and learn about real life case studies. This course is intended to be challenging and will require active engagement and participation.