2022 Estate & Financial Planning Quarterly Update (Winter) | Klaralee Charlton | 2 | Update | $62 | add to cartSold Out |
2022 Social Security and Medicare Planning Update (Fall) | Steven Siegel | 2 | Update | $67 | add to cartSold Out |
2023 Estate & Financial Planning Quarterly Update (Spring) | Klaralee Charlton | 2 | Update | $67 | add to cartSold Out |
Charitable Remainder Trusts and Preparing Form 5227 | Steven Siegel | 2 | Intermediate | $67 | add to cartSold Out |
Database Basics for Financial Professionals | Stephen Yoss | 2 | Intermediate | $67 | add to cartSold Out |
Determining Tax Basis of Property | Jennifer Kowal | 2 | Intermediate | $67 | add to cartSold Out |
Distributing Capital Gains on Form 1041 | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
ESBTs, QSSTs and Other S Corporation Allowed Trusts: How Trusts Can be Used as S Corp Shareholders | Steven Siegel | 2 | Intermediate | $62 | add to cartSold Out |
Fiduciary Income & Estate Tax Issues with Foreign Beneficiaries of Estates & Trusts | Klaralee Charlton | 2 | Intermediate | $62 | add to cartSold Out |
Funding the Marital Share | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
IRAs and Roth IRAs: Cradle to Grave | Bradley Burnett | 8 | Update | $145 | add to cartSold Out |
Income Taxation of Trusts and Estates and Preparing Form 1041 Part 1 | Steven Siegel | 4 | Intermediate | $92 | add to cartSold Out |
Income Taxation of Trusts and Estates and Preparing Form 1041 Part 2 | Steven Siegel | 4 | Intermediate | $92 | add to cartSold Out |
New York City State and New York City Tax Update with an Update on New York Trusts and Estates | Hodgson Russ LLP Mark Klein Andrew Wright Katherine Cauley Ariele Doolittle | 2 | Update | $62 | add to cartSold Out |
Other than GASB-94 and 96, What You Need to Know for this June 30 Year-End | Eric Berman | 2 | Update | $67 | add to cartSold Out |
Overview of the SECURE Act | Klaralee Charlton | 2 | Update | $62 | add to cartSold Out |
Planning with Intentionally Defective Grantor Trusts | Steven Siegel | 2 | Intermediate | $62 | add to cartSold Out |
Preparation of State Level Estate Tax Returns | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
Preparation, Compilation, Review, and Audit: What's the Difference? | Pat Patterson | 2 | Update | $67 | add to cartSold Out |
Reporting Charitable Bequests on Form 706 and Form 1041 | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
Retirement Distributions Planning after the SECURE and CARES Act | Klaralee Charlton | 2 | Update | $62 | add to cartSold Out |
Retirement Plan Changes by Congress and the IRS in Response to COVID-19 | Klaralee Charlton | 2 | Update | $62 | add to cartSold Out |
Social Security and Medicare Planning Quarterly Update (Spring 2023) | Steven Siegel | 2 | Update | $67 | add to cartSold Out |
Social Security and Medicare Planning Quarterly Update (Winter 2023) | Steven Siegel | 2 | Update | $67 | add to cartSold Out |
Test Self-Study (Aug 02, 2024) | Amanda Turcotte Frank Duzicky Lee Flores | 2.5 | Intermediate | $101 | add to cartSold Out |