Aid and Attendance Pension Benefits
4 CE credit hours
During this course you will learn:
- What is Aid & Attendance Pension
- How this knowledge fits into Estate Planning/ Asset Preservation/ Asset Protection Practice
- How to use this knowledge to benefit your clients and increase your income
Current Issues in Planning with Family Limited Partnerships
and Family Limited Liability Companies
4 CE credit hours
During this course you will learn:
- The current state of the law of LPs and LLCs
- The benefits of using an LP or LLC
- How to identify potentially dangerous problems in existing partnerships
- How to identify clients who could benefit from limited partnership or LLC planning
- Some innovative and interesting strategies that incorporate the use of partnerships and LLCs
- How to use this knowledge to benefit your clients and increase your income
Federal Estate Tax Update: Has Anything Changed?
4 CE credit hours
During this course you will learn:
- The history of federal estate tax – and why it’s relevant given current estate tax uncertainty
- Current federal estate tax law
- Practical client-centered planning strategies that will immediately add to your bottom line
- A new practice model that we can use together to attract new clients and generate more business
Medicaid Planning After the Deficit Reduction Act of 2005
4 CE credit hours
During this course you will learn:
- Current Demographics: How to determine who needs Medicaid Planning
- Overview of Rules and Exceptions: Interrelationship of trust law, tax law and insurance products
- Planning Solutions: Legal, tax and non-legal (product) strategies to accomplish clients’ goals
- How to use this knowledge to benefit your clients and increase your income
Opportunities in Estate Planning
Two day course
16 CE credit hours for CPA
12 CE credit hours for CE and CFP
During this course you will learn:
- How to help your clients avoid “Planning Pitfalls”
- Whether there is “A Better Way” for you to assist clients with their estate planning
- How to focus on “What Your Clients Really Care About”
- Why CPAs make excellent trustees of “Irrevocable Life Insurance Trusts”
- When a “Family Limited Partnership” is appropriate and how the CPA should be an integral
member of the design team
- How to help your clients minimize income tax, capital gains, and estate taxes while passing their entire net worth to their heirs by utilizing “Charitable Trusts”
- How “Business Succession Planning” can achieve your client’s goals while securing the CPA’s relationship with the business successors
- How to “Integrate Retirement Benefits Into A Comprehensive Estate Plan”
- How to “Make Estate Planning A Rewarding Part of Your Practice”
Planning with IRAs and Qualified Plans
3 CE credit hours
During this course you will learn:
- How to attract more clients
- How to develop stretch IRAs
- How to pay IRAs to trusts
- How to “triage” issues
- Why flexible planning is important
15 Practical Applications for Life Insurance
3 CE credits hours
During this course you will learn:
- The critical income tax benefits of life insurance
- Why life insurance is often misunderstood – and underutilized
- Several innovative strategies incorporating life insurance
- How to identify clients who could benefit from these strategies
- How to use this knowledge to better serve your clients and increase your income
Understanding and Solving the Income and
Estate Tax Issues of IRAs and Qualified Plans
4 CE credit hour
During this course you will learn:
- The critical income tax rules for IRAs and qualified plans
- The reasons why “stretch-out” planning often fails
- Several innovative strategies for planning with IRAs and qualified plans
- How to identify clients who could benefit from these strategies
- How to use this knowledge to better serve your clients and increase your income
Interested in attending one of our Continuing Education Courses? Click here
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