Course Catalogs

Course Catalogs
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Wealth Management
Title CPE Hours Level
Estate and Gift Tax Planning Today (Second Edition)

This course focuses on estate and gift tax planning in these uncertain times. Federal estate and gift tax rules are in a period of change. The values of many estates have been decimated by the decline in the stock market and real estate values, and the future of the federal estate tax beyond 2012 is uncertain. This course explains the current rules and how to plan while allowing for changes that may occur in the future.

 2.00 Overview
Funding a Grandchild's College Education (Second Edition)

This course discusses the options for grandparents to help finance their grandchildren's educations and the consequences of each alternative.

 2.00 Overview
Gifting as a Tax Strategy (Third Edition)

This course will give you an overview of how to use the gift tax and other exclusions to minimize estate taxes for beneficiaries.

 2.00 Overview
Income in Respect of a Decedent

This course is designed to provide practitioners with detailed information on what income in respect of a decedent is, how it is taxed, the income tax basis of property that constitutes income in respect of a decedent, and a discussion of tax planning techniques to minimize the impact of income in respect of a decedent.

 2.00 Overview
Rebuilding Retirement Savings: Tax Strategies

This course explores some of the tax planning techniques that can help individuals rebuild their retirement portfolios following the recent economic downturn. Special attention is given to the features and key tax saving benefits of different retirement vehicles, as well as certain tax minimization and savings strategies to help rebuild and maximize the value of individual retirement accounts (IRAs). The role of Social Security and pension plans in planning for retirement is also discussed.

 3.00 Intermediate
Retirement Plans Compliance Rules

This course reviews employee benefit plans (specifically retirement plans) which have annual reporting requirements. Many of these requirements have recently changed due to adoption of a new electronic filing system.

 2.00 Overview
Retirement Savings for Small Businesses

This course explores the various retirement plan options available for employers, with particular emphasis on the options specific to smaller companies.

 3.00 Intermediate
Tax Sheltered Annuity Rules

This course explains the final regulations under Internal Revenue Code Sec. 403(b) and how expert planning can maximize retirement savings offered by these plans.

 3.00 Overview
Wealth Building Under Changing Tax Laws

This course explores some of the key provisions of the U.S. tax code that can foster or hinder individual wealth building.

 3.00 Overview
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