Date
Course Title
Credits
Fee
Estate Planning
Helping your clients plan for their financial future can be difficult on both a practical and personal level.
This course series aims to help tax professionals navigate the often difficult process of estate planning.
Live CPE Webinars
November 22, 2024
10:00AM EST
2024-11-22T15:00:00Z
1.0
$30.00
November 22, 2024
4:00PM EST
2024-11-22T21:00:00Z
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.0
$30.00
December 12, 2024
5:00PM EST
2024-12-12T22:00:00Z
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.0
FREE
January 13, 2025
9:00AM EST
2025-01-13T14:00:00Z
2.0
FREE
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
August 12, 2020
COVID-19 & THE CARES ACT: IRA & PLAN PROVISIONS, CONTRIBUTIONS, AND MORE
Denise Appleby (APPLEBY RETIREMENT CONSULTING INC)
Denise Appleby (APPLEBY RETIREMENT CONSULTING INC)
1.5
$22.50
August 11, 2020
UNDERSTANDING THE INSTALLMENT SALE TO A DEFECTIVE GRANTOR TRUST TECHNIQUE
Alan Gassman (GASSMAN, CROTTY & DENICOLO, P.A.)
Alan Gassman (GASSMAN, CROTTY & DENICOLO, P.A.)
1.0
$15.00
August 10, 2020
1.0
$15.00
July 22, 2020
ESTATE TAX PLANNING FOR THE WEALTHY: WHAT YOU NEED TO KNOW
Alan Gassman (GASSMAN, CROTTY & DENICOLO, P.A.)
Alan Gassman (GASSMAN, CROTTY & DENICOLO, P.A.)
1.0
$15.00
