CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
2 CPE credit of Taxes for all CPAs
2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00190-20-S)
2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0201)
2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
2 CPD credit (Verifiable) of Estate Planning for PFSs
2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
2 CE credit for Certified Senior Advisor (CSA)
2 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290810)
2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00190-20-S)
2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00190-20-S)
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
How To Prepare Financial Statements
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Effective And Essential Negotiation Skills
IAS 37 Provisions, Contingent Liabilities And Contingent Assets
Regulatory Deferral Accounts (IFRS 14)
Oregon Specific Ethics Made Interesting
Cash Flow Analysis-Personal, Business, Real Estate
Corporate Budget Analysis Best Practices
Creative Collection Techniques Best Practices In Accounts Receivable Collection
Demystifying The Magic Of Deferred Taxes
Analyzing The Company’s Liquidity Using The Cash Conversion Cycle
Advanced Cash Flow Analysis
Tips For For-profits Applying NFP Accounting Rules For PPP Funds
Cash And Credit Management: The Lifeblood Of The Business
When you hear the words “trust” or “trust fund”. the first image that may come to mind is a wealthy family in a mansion with inherited wealth passed down from generation to generation. However, you don’t have to be a member of the Rockefeller or Gates families to set up and benefit from a trust. A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you’re trying to shield your wealth from taxes or pass it on to your children.
Trust terminology can unfortunately be very confusing. A 100-page document is often named using the terms of a single-clause. However, practitioners must navigate this strange practice if they are to effectively advise their clients. In this presentation, I will cover 30 of the most popular types of trusts and explain in what situations they are generally effective for clients.
Highlights of the webinar :
Click to access more webinars on Latest Tax Updates | IRS Audit CPE Webinar | Trust & Estate Planning
DM
Robert’s knowledge of.Trust Law is so apparent and awesome. His presentation is fantastic and really challenges me to know more.
