9 Results for ‘alternatives-to-reductions-in-force’
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TopicsEmployment & Labor (19)Construction (19)Tax (14)Legal (11) More
Product TypeOnDemand Course (7)Live Webinar (1)Report (1)
CreditCLE (1)CPE (1)
Learn more ways to help your clients with the changes specific to estate and GST tax exemptions.Among the sweeping changes brought about by the new tax law, the doubling of the estate and generation-skipping transfer...
Understand the importance of having a current and appropriate estate plan in place and avoid potential issues that may be encountered. Many military personnel and their families are unaware of the complex issues they...
Live Webinar October 27, 2021 1:00pm EST
CLE, CPE credit available
Modern Life Insurance Illustrations: Legitimate Uses, Questionable Practices, and Practical Alternatives
Gain an understanding of the life insurance illustration and ensure that life insurance product recommendations are in your client's best interest.Significant changes to the definition of life insurance, together with...
Plan accordingly with your spouse to take advantage of exemptions and benefits.This topic will cover the fundamentals and fine points of estate tax planning for married couples, whether a first or subsequent marriage.
Preserve your client's happy memories - get practical estate planning techniques for vacation homes.In planning your client's estate, you need to be aware that a vacation home is not like other assets.
Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients.This topic will provide an overview of the Achieving a Better Life Experience (ABLE) statute found...
Explore the possible changes in tax law that could impact estate planning, and how to best advise clients during this time of uncertainty.Recent events, including the 2020 election, may result in changes to tax laws...
Understand ways in which to work with a donor and a charity to meet the goals of each entity. Whether you are representing a donor or a charity in your planning, deferred giving is an important tool in both charitable...
Family Member Liability for Nursing Home Costs Adult children of nursing home residents are occasionally sued for unpaid nursing home bills. As prospective penalty periods for transfers are imposed under the Deficit...
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