Archived Webinars
THE SPOUSAL LIFETIME ACCESS TRUST: A GIFTING AND CREDITOR PROTECTION TECHNIQUE
Recorded Date
December 17, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
HYBRID DOMESTIC ASSET PROTECTION TRUST: AN ENHANCED ASSET PROTECTION TRUST
Recorded Date
March 18, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
USING NON-GRANTOR TRUSTS TO SAVE STATE INCOME TAXES
Recorded Date
June 29, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
HOW TO AMEND AN IRREVOCABLE TRUST: PRIVATE DECANTING
Recorded Date
December 8, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
THE PERFECT MODERN TRUST - THE QUINTESSENTIAL ESTATE PLANNING VEHICLE
Recorded Date
September 8, 2017
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
POWERFUL INCOME TAX PLANNING OPPORTUNITIES THROUGH ESTATE PLANNING STRATEGIES
Recorded Date
July 7, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
