Why should you be discussing Proactive Planning with your Clients?
6 mins
Tax Diversification
16 mins
Income Shifting
30 mins
Charitable Planning
38 mins
ERISA & Retirement Planning
51 mins
Deferral Strategies
62 mins
Transfer Tax Planning
76 mins
Course Description
Taxes are an important and unavoidable financial aspect of life for both individuals and businesses. Tax planning is an art which helps you save taxes by using every possible tax provisions. It warrants optimization of your tax savings and minimizing your tax outgo yet within the framework of law. This webinar will provide you full gamut of tax overview for different business structures.
Key points included in the webinar:
Different Business Structures and their impact tax planning
Common mistakes Business Owners make in tax planning
How to plan Income Shifting and using Family Owned Businesses for tax planning
How you can do best Tax Deduction Planning using an Attorney
Three Capital Gains Strategies - Charities and Charitable Remainder Trusts, Deferred Sales Trusts, ERISA Plans
Retirement and Tax Planning Strategies
Estate Planning and Taxes – How to avoid giving your kids a big tax burden
This webinar will be a great value for
Learning Objectives
To identify different Business Structures and how they impact tax planning
To recognize mistakes Business Owners make in tax planning
To explore Income Shifting and using Family Owned Businesses for tax planning
To recognize an Attorney is your best resource for tax deduction planning
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
About Presenter
Glen Wagstaff
Managing Partner, Inter Vivos, PLLC
Practicing Attorney specializing in niche areas of Estate
Planning and Probate law. Founding Member and Managing Partner of Inter Vivos,
PLLC
Financial Consultant with
experience in client relations, personal financial planning, group
presentations, hiring interviews, and client consultations.
To provide every family with access to quality estate planning
that they can afford specific to their needs
Our Vision:
As a firm Inter Vivos, PLLC intends to become the first
internationally recognized brand in quality estate planning services and to
establish itself as an international law firm with offices in all fifty states
and around the world. Inter Vivos intends to redefine the estate planning
industry by carving out a new role for estate planning practitioners in niche
planning within a troubled industry. By joining efforts, resources, and
philosophies the firm as a whole will redefine the practice of law within estate
planning by creating a new competitive model for practitioners within the
industry.
Our Business Philosophy:
We Believe In:
Providing
the highest quality of plans available at a reasonable cost
Maintaining
long term meaningful relationships with our clients;
Working
hand in hand with other professionals to provide a comprehensive planning
experience which addresses a client’s holistic financial and legal
situation;
Maintaining
the integrity of legal practice within estate planning by providing
ethical and affordable representation without condoning alternative
solutions within the industry which would constitute the unauthorized
practice of law;
Providing
specialized representation rather than wandering into many separate areas
of legal practice;
Providing
adequate planning for any given client situation by providing affordable
payment options without compromising the cost of those options; and in
Providing
a platform for the dignified practice of law and a prosperous lifestyle to
professionals working within the industry.
Our Approach to Planning:
A Life Plan
The greatest benefit of proper planning for most families is in
protecting them against the risk of incapacity. Proper planning designates
someone to manage affairs in your absence for when you are still alive but
unable to do it for yourself.
A Transfer Plan
There are many costs which can affect the value of your estate and
what is left to your heirs. A proper plan minimizes those costs by avoiding
probate, planning around taxes, and properly funding entities.
A Family Plan
For many families the greatest concern after their passing is in
making sure that everyone still gets along. Proper planning should incentivize
proper behavior, avoid conflicts, and pass on your values to future
generations.
FAQ
myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.
Testimonial
4.5
(219)
62%
32%
6%
0%
0%
TH
Taylor Haviland ,
Nov 5th 2020
good
LT
Lindsey Tyler ,
Nov 5th, 2020
na
MV
Mary Vannoni ,
Nov 5th, 2020
good
SS
suzanne snyder ,
Nov 12th, 2020
none
JV
Jolyn Vita ,
Nov 9th, 2020
Mechanical problems with the zoom software caused problems. The class was five stars.
JW
Jeremy Willson ,
Nov 5th, 2020
This was the first mycpe course, I will watch for more
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