Estate Planning

Estate Planning 15 matching products

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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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The AICPA offers a variety of information resources, tools and training to assist CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice.
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Monday, May 5 - 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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Monday, May 12 - 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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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, May 12 - 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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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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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, DVD, Text
CPE
$70.00 - $250.00
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This course clarifies the latest tax laws and describes some basic planning options that help minimize taxes during income accumulation, distribution, or the transfer of wealth to intended beneficiaries.
CPE Self-Study | Text
CPE
$185.00 - $231.25
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Monday, May 5 - 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
$105.00 - $145.00
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July 21, 2014 - July 23, 2014 - Chicago, IL - Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
Conferences | Conference
$1125.00 - $1425.00
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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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