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Live Webinar: A Practical Guide to Using Life Insurance in Business Planning

A Practical Guide to Using Life Insurance in Business Planning

Gain an understanding of how life insurance can be utilized purposefully to accomplish a business’ goals and objectives. Many entrepreneurs and executives have heard of life insurance being utilized for business...

Live Webinar June 24, 2021 1:00pm EST

    • AR CLE - 1.5
    • AZ CLE - 1.5
    • CA CLE - 1.5
    • CT CLE - 1.5
    • HI CLE - 1.5
    • IL CLE - 1.5
    • ME CLE - 1.5
    • NH CLE - 1.5
    • NJ CLE - 1.8
    • PA CLE - 1.5
    • RI CLE - 1.5
    • VT CLE - 1.5
    • WA CLE - 1.5
    • WI CLE - 1.5
    • WV CLE - 1.8
    • CPE - 1.8 including Business Management and Organization 1.8
    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

      • AL CLE - 1.5
      • AR CLE - 1.5
      • AZ CLE - 1.5
      • CA CLE - 1.5
      • CT CLE - 1.5
      • HI CLE - 1.5
      • IL CLE - 1.5
      • ME CLE - 1.5
      • NH CLE - 1.5
      • NJ CLE - 1.8
      • PA CLE - 1.5
      • RI CLE - 1.5
      • VT CLE - 1.5
      • WA CLE - 1.5
      • WI CLE - 1.5
      • WV CLE - 1.8
      • Enrolled Agents - 1
      • CPE - 1.8 including Specialized Knowledge 1.8
      Live Webinar: Basics of Trust Administration

      Basics of Trust Administration

      Gain a thorough understanding of trust administration best practices. Many individuals who are named as trustees or successor trustees are unaware of the myriad duties and responsibilities that come along with the...

      Live Webinar June 16, 2021 1:00pm EST

        • AK CLE - 1.5
        • AL CLE - 1.5
        • AR CLE - 1.5
        • AZ CLE - 1.5
        • CA CLE - 1.5
        • CT CLE - 1.5
        • HI CLE - 1.5
        • IL CLE - 1.5
        • ME CLE - 1.5
        • MN CLE - 1.5 (pending)
        • MO CLE - 1.8 (pending)
        • MS CLE - 1.5 (pending)
        • ND CLE - 1.5 (pending)
        • NH CLE - 1.5
        • NJ CLE - 1.8
        • NM CLE - 1.5
        • NV CLE - 1.5
        • NY CLE - 1.5 including Areas of Professional Practice 1.5
        • PA CLE - 1.5
        • RI CLE - 1.5
        • TN CLE - 1.5 (pending)
        • UT CLE - 1.5
        • VA CLE - 1.5 (pending)
        • VT CLE - 1.5
        • WA CLE - 1.5
        • WI CLE - 1.5
        • WV CLE - 1.8
        • CPE - 1.8 including Management Advisory Services 1.8

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