| Course | |||||
|---|---|---|---|---|---|
 | $159.00 Social Security The Social Security program has a number of unique rules and practices that can make Social Security planning complex and challenging. This class covers 10 of these rules and reviews their impact, including:
1. Throughout the month rule for... | ||||
 | $159.00 199A Planning The Tax Cuts and Jobs Act created new Code Section 199A, which presents advisors with a number of tricky questions that require detailed quantitative analysis before clients can be properly advised on what to do. This class uses the case study... | ||||
 | $159.00 199A Planning Section 199A can be a labyrinth of confusion. How insurance producers may benefit from a 199A deduction has been somewhat muddled. Now that Final Treasury Regulations have been released, we have some answers. This class reviews when insurance... | ||||
 | $159.00 199A Planning Tax reform has produced great opportunities and significant traps for the unwary. This is especially true for real estate investors and availing themselves of the Section 199A deduction. In addition to covering the quantitative financial benefit... | ||||
 | $159.00 199A Planning The §199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This class is designed for lawyers, financial advisors, trustees and CPAs that need to explore the limitations of the 199A deduction for... | ||||
 | $159.00 Trust Administration Many years ago, when a client asked to amend his or her irrevocable trust, the answer was usually “no”. But there are now decanting statutes in 29 states that allow a trustee to distribute trust assets into a new irrevocable trust for the... | ||||
 | $249.00 Life Insurance Life insurance is a powerful and commonly used tool in both estate planning and employee benefits planning, and its flexibility can help clients achieve a number of important objectives. Obtaining the expected results often requires complying... | ||||
 | $159.00 Life Insurance This webinar will discuss the 3 mega-forces that transformed the investment business, how these same 3 mega-forces are transforming the life insurance business, and how to use new Best Practice Standards to know whether clients are actually being... | ||||
 | $200.00 CBExP The 8 Building Blocks of Buy-Sell Planning This 8-part course reviews the building block of business continuation planning. It's one of the most comprehensive treatments of the subject available anywhere, and is a must for those who work in the... | ||||
 | $159.00 Cryptocurrency 46 million Americans now own bitcoin. Yet, only a few tax professionals understand how to help individuals and businesses dealing with cryptocurrency. This comprehensive, 2-hour session walks you through tax implications of common... |
