Financial Planning CPE
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Asset Protection - Tax & Financial Aspects 2023 - 17.5 CPE
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are highlighted in describing asset protection aspects of …
Asset Protection 2020 - 2 CPE Credit Hours
The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This mini-course is designed to survey opportunities for asset …
Asset Protection 2020 - 24 CPE Credit Hours
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are highlighted in describing asset protection aspects of …
Asset Protection 2021 - 2 CPE Credit Hours
The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly im-pacts tax planning. This mini-course is designed to survey opportunities for asset …
Asset Protection 2021 - 24 CPE Credit Hours
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are highlighted in describing asset protection aspects of …
Asset Protection 2022 - 2 CPE Credit Hours
The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly im-pacts tax planning. This mini-course is designed to survey opportunities for asset …
Asset Protection 2022 - 24 CPE Credit Hours
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are highlighted in describing asset protection aspects of …
Assets Income and Cash 2020 - 18 CPE Credit Hours
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Assets Income and Cash 2020 - 3 CPE Credit Hours
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Assets Income and Cash 2021 - 18 CPE Credit Hours
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Assets Income and Cash 2021 - 3 CPE Credit Hours
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Assets Income and Cash 2022 - 18 CPE Credit Hours
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Assets Income and Cash 2022 - 3 CPE Credit Hours
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Assets Income and Cash 2023 - 14.5 CPE
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution.
Assets Income and Cash 2023 - 2.5 CPE
Texas Compliance Pending. Assets, Income & Cash Mini-Course Description & Study Guide This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central …
Avoiding Boomer Bust - 3 CPE Credit Hours
The purpose of this course is to inform the reader of the key issues facing baby boomers as they move toward retirement age. It describes experts’ views on the multiple causes of an impending financial squeeze for boomers hoping to enjoy retirement as …
Estate Planning 2020 - 2 CPE Credit Hours
Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property, and probate avoidance. The will and …
Estate Planning 2021 - 2 CPE Credit Hours
This mini-course surveys wills, living trusts, gifts, insurance, marital property, and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator.
Estate Planning 2023 - 2 CPE
Estate planning is when tomorrow becomes today! As a result of recent legisla-tion, estate planning has been made surprisingly simple. This mini-course sur-veys wills, living trusts, gifts, insurance, marital property, and probate avoid-ance. The will and …
Estate Planning Essentials 2020 - 12 CPE Credit Hours
Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust types are examined in the context of general estate and gift taxation. De-signed to …
Estate Planning Essentials 2022 - 10.5 CPE
Texas Compliance Pending "Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate …
Estate Planning with Business Issues 2020 - 2 CPE Credit Hours
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Estate Planning with Business Issues 2021 - 2 CPE Credit Hours
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Estate Planning with Business Issues 2022 - 2 CPE Credit Hours
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Estate Planning with Business Issues 2023 - 2 CPE
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Estate Planning with Selected Issues 2020 - 24 CPE Credit Hours
This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate …
Estate Planning with Selected Issues 2021 - 24 CPE Credit Hours
This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate …
Estate Planning With Selected Issues 2022 - 20 CPE
Texas Compliance Pending This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and …
Estate Tools and Trusts 2020 - 2 CPE Credit Hours
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This excep-tional mini-course …
Estate Tools and Trusts 2021 - 2 CPE Credit Hours
This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective. The text reviews and explains …
Estate Tools and Trusts 2023 - 2 CPE
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preserva-tion, and disposition of property at the minimum possible tax cost. This excep-tional mini-course …
Family Tax Planning 2020 - 2 CPE Credit Hours
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family …
Family Tax Planning 2021 - 2 CPE Credit Hours
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family …
Fast Track Retirement Planning 2020 - 24 CPE Credit Hours
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after-tax Social Security benefits are determined; and …
Fast Track Retirement Planning 2020 - 3 CPE Credit Hours
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by …
Fast Track Retirement Planning 2021 - 24 CPE Credit Hours
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after-tax Social Security benefits are determined; and …
Fast Track Retirement Planning 2021 - 3 CPE Credit Hours
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for par-ticipants who wish to attain a comfortable retirement for themselves and their clients by …
Fast Track Retirement Planning 2022 - 17.5 CPE
Texas Compliance Pending We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a …
Fast Track Retirement Planning 2023 - 17.5 CPE
Texas Compliance Pending. Fast Track Retirement Planning Course Description & Study Guide We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This …
Fast Track Retirement Planning 2023 - 3 CPE
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by …
Getting Cash Out of Your Business 2020 - 3 CPE Credit Hours
This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses. Qualified and non-qualified deferred compensation, benefit …
Getting Cash Out of Your Business 2021 - 3 CPE Credit Hours
This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and princi-pals in small to medium-sized businesses. Qualified and non-qualified deferred compensation, benefit …
Getting Cash Out of Your Business 2022 - 3 CPE Credit Hours
This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses. Qualified and non-qualified deferred compensation, benefit …
Getting Cash Out of Your Business 2023 - 3 CPE
Texas Compliance Pending. Getting Cash Out Of Your Business Mini-Course Description & Study Guide This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package …
Retirement Planning for Expatriates - 3 CPE Credit Hours
This course will discuss the typical profile of persons who become expatriates. In addition, you will be provided with several important items to research such as housing, healthcare, and local taxation laws if you consider becoming an expatriate.
Retirement Plans 2020 - 4 CPE Credit Hours
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by …
Retirement Plans 2021 - 4 CPE Credit Hours
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies. De-signed to improve the quality of services to clients and the profitability of engagements, this …
