| Course | |||||
|---|---|---|---|---|---|
 | $200.00 CBEX Historically low interest rates and higher income taxes have led to an increased interest in charitable planning. Today, many taxpayers are searching for new ways to maximize their deductions. In the current financial and tax environment,... | ||||
 | $279.00 GST Planning The Dynasty Trust is an integral part of any estate planner's practice. But not all Dynasty Trusts are created equal. There are different ways to design and draft a Dynasty Trust. Which situs should be used, and why? How do we design an... | ||||
 | $200.00 CBEX This course explores all aspects of employee compensation, and provides real-life examples of compensation options, health and life insurance strategies, and fringe benefits to help you understand the important and sometimes unexpected... | ||||
 | $200.00 CBEX This course covers cash and budget management, debt, retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices of financial planning, this must-have... | ||||
 | $279.00 GST Planning The generation-skipping transfer tax (GSTT) can apply when grandparents (G1) directly transfer cash or property not to their children (G2), but to their grandchildren (G3) outright or in a "skip" trust. The GSTT can also apply when transfers are... | ||||
 | $159.00 Trust Design/Drafting The Grantor Retained Annuity Trust (“GRAT”) is often used to leverage significant wealth outside of a wealthy client’s taxable estate. Significant gift tax leverage can be obtained by implementing a GRAT, especially given the lack of gift... | ||||
 | $200.00 CBEX Financial advisors, CPAs, tax attorneys and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. Every area of tax planning covered in this course is accompanied by the tools... | ||||
 | $200.00 CBEX This course is specifically tailored for non-insurance professionals, and has been newly revised with an increased emphasis on techniques that can be used for personal and business clients. Financial planners, tax advisors, and estate planners... | ||||
 | $200.00 CBEX This course helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the... | ||||
 | $159.00 IRAs IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable... |
