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Course CatalogCatalog: Financial Planning

For 1 yr Unlimited Package $95 and 40 Credits $65 - go to Course Catalog upper left.
  • Sub-Catalogs (0)
  • Courses (17)
Course

5060 - Estate and Gift Taxation Part 1 - 20 Credit Tax Course

Cost: $40.00 (USD)
Credits: 20
The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns.
Course

5061 - Estate and Gift Taxation Part 2 - 20 Credit Hour Tax Course

Cost: $40.00 (USD)
Credits: 20
The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns.
Course

5090 - Family Tax Planner - 24 Credit Tax Course

Cost: $45.00 (USD)
Credits: 24
Revised Edition for 2019-20 available 11-1-19. This course discusses the tax ramifications of the family united and apart, including: • Transferring the family home to family members• Planning for college • Gifting to the next generation • Compensating working family members • Protecting the family business against the new in-law • Divorce-peculiar transactions such as allocating gain rollovers, gain exclusions, passive loss allocation, and retirement plans, and more.
Course

5095 - Comprehensive Retirement Planning - 20 Credit Tax Course

Cost: $40.00 (USD)
Credits: 20
The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement.
Course

5096 - Comprehensive Retirement Planning - 40 Credit Hr Tax Course

Cost: $65.00 (USD)
Credits: 40
The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement.
Course

6010 - Basic Estate Planning - 2 Credit Hour Tax Course

Cost: $19.00 (USD)
Credits: 2
This mini-course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator.
Course

6070 - Structured Retirement Planning - 10 Credit Hour Course

Cost: $55.00 (USD)
Credits: 10
This course is essential for participantswho wish to attain a comfortable retirement for themselves and their clientsby maximizing tax saving strategies. Retirement income needs are calculated;net after tax Social Security benefits are determined; and distribution optionsfrom IRAs and retirement plans are explored.
Course

6071 - Structured Retirement Planning - 24 Credit Hour Tax Course

Cost: $110.00 (USD)
Credits: 24
2020 Edition Available 11-1-19. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clientsby maximizing tax saving strategies. Retirement income needs are calculated;net after tax Social Security benefits are determined; and distribution optionsfrom IRAs and retirement plans are explored.
Course

6072 - Estate Planning - 24 Credit Hour Tax Course

Cost: $50.00 (USD)
Credits: 24
This exceptional course surveys wills, living trusts, gifts, marital property, andprobate avoidance. Will and trust forms are explored along with living wills, durablepowers of attorney, and nominations of conservator. Designed to eliminateestate problems and death taxes, the emphasis is on practical solutions that arecost effective.
Course

6073 - Visual Guide for Estate Planning - 16 Credit Hour Tax Course

Cost: $35.00 (USD)
Credits: 16
Learn how to structure an effective estate plan using a highly visual, real-life situationapproach. Diagrams, charts, tables, and calculation sheets are used topresent key elements of any successful estate plan - from the simplest to themost complex.
Course

6074 - Internet Research for Estate Planning - 20 Credit Hour Tax Course

Cost: $40.00 (USD)
Credits: 20
While many tax professionals are aware of the general tax resources available onthe Internet, this course focuses on the expanding electronic resources for estateplanning. Whether it is historical stock quotes, cusip numbers or just access tothe Code, the Internet now offers a wealth of information, research tools, andcalculators specifically designed for the estate planning practitioner.
Course

6075 - Internet Research for Estate Planning - 10 Credit Hour Tax Course

Cost: $30.00 (USD)
Credits: 10
While many tax professionals are aware of the general tax resources available on the Internet, this course focuses on the expanding electronic resources for estate planning. Whether it is historical stock quotes, cusip numbers or just access to the Code, the Internet now offers a wealth of information, research tools, and calculators specifically designed for the estate planning practitioner.
Course

6076 - Investment Matching in Financial Tax Planning 16 Credit Hour Course

Cost: $35.00 (USD)
Credits: 16
The tax professional is in a special position to detect a client's need for financialplanning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge of the client's assets, activities and the tax characteristics ofavailable entities permits investment matching for maximum after-tax return.
Course

6079 - Tax Planning for Retirement - 24 Credit Hour Course

Cost: $110.00 (USD)
Credits: 24
This presentation integrates federal taxation with retirement planning. Thecourse will examine tax and savings strategies related to determining retirementincome needs, wealth building, capital preservation, and estate distribution. Theresult is a unified explanation of tax-economics that will permit the tax professionalto locate, analyze, and solve financial aspects of retirement.
Closed

6080 - Tax Planning for Retirement - 10 Credit Hour Course

Cost: $55.00 (USD)
Credits: 10
This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement.
Course

6081 - Web-Based Investment Tax Analysis - 16 Credit Hour Course

Cost: $35.00 (USD)
Credits: 16
The tax professional is in a special position to detect a client's need for financialplanning. Preparing returns discloses assets, savings, business entities, and familymembers. Knowledge of the client's assets, activities and the tax characteristics ofavailable entities permits investment matching for maximum after-tax return. Investments and assets are then evaluated using a variety of tools found on the Internet.
Course

6086 - Asset Protection - 2 Credit Hour Tax Course

Cost: $19.00 (USD)
Credits: 2
This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.

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