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Live Webinar: Estate Planning for the Final Years of Life

Estate Planning for the Final Years of Life

Identify key issues to consider when counseling for final years of life. Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

Live Webinar November 21, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Tax Depreciation and Amortization Best Practices

Tax Depreciation and Amortization Best Practices

Gain a better understanding of the everyday application of tax depreciation concepts. This topic will explain how to identify the appropriate method to depreciate or amortize assets, including options to be...

Live Webinar December 13, 2019 1:00pm EST

AIPB, CPE, Enrolled Agents credit available

Live Webinar: Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Gain an understanding of the impact of gift and estate tax valuations. Business owners have additional concerns when facing gift and estate planning.

Live Webinar November 22, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Tax Implications of Private Equity Waterfall and Carried Interest Provisions

Tax Implications of Private Equity Waterfall and Carried Interest Provisions

Gain a better understanding of sponsor’s “carried interest” and explore how preferred returns are commonly calculated. A key aspect of a private equity fund is the sponsor promote or carried interest, which is...

Live Webinar December 4, 2019 1:00pm EST

AIPB, CLE, CPE, Enrolled Agents, IAPP credit available

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