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Live Webinar: ABLE 529A: A New Option for Disabled Americans

ABLE 529A: A New Option for Disabled Americans

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...

Live Webinar April 14, 2021 1:00pm EST

CLE, Enrolled Agents, CPE credit available

Live Webinar: Crummey Powers in Estate Planning

Crummey Powers in Estate Planning

Understand how Crummey powers can be used to achieve your client's estate planning goals. The decision in Crummey v. Commissioner directly addressed a fundamental flaw in tax policy – the inability for parents to...

Live Webinar May 26, 2021 1:00pm EST

CLE, Enrolled Agents, CPE credit available

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