More programs

Webcast: Estate and Financial Planning for the Baby Boomer Client - 12/18/2009 - Internet: The range of estate and financial planning issues with regard to the baby boomer generation is vast. This course takes a fresh look at the problems you may encounter in planning for the baby boomer client and carrying out those plans.
Determining the Value of a Business - Purchase, Sale, and Estate Planning Issues - 12/18/2009 - Frederick: This event has been pre-approved for CE credit by the CFP Board. The challenges of placing a value on a business or firm are more complex than ever as a large percentage of value consists of intangible assets. Learn how to determine the value of...
Life Insurance Mysteries: The CPA's Guide - 12/21/2009 - Columbia: The objective of this course is to provide participants with a comprehensive survey of life insurance products: policy types, policy mechanics, uses, pricing considerations, design parameters, riders, taxation, sales concepts, etc. Life insurance...
Visual Estate Planning - 12/22/2009 - Columbia: This event has been pre-approved for CE credit by the CFP Board. The field of estate planning is increasingly complex. One of the major problems created by this complexity is the client's inability to understand the specific total plan that a...
Complete Guide to the Preparation of Form 1041 - 1/11/2010 - Columbia: This event has been pre-approved for CE credit by the CFP Board. Tax compliance issues for fiduciary entities are sometimes confusing to a practitioner due to the fact that many practitioners lack experience in this area. This course provides you...
The Best Estate and Financial Planning Update - 1/12/2010 - Columbia: This event has been pre-approved for CE credit by the CFP Board. There have been many sweeping changes to the Internal Revenue Code regarding Estate and Gift Taxation. In addition to these changes, there have been many effects to other areas of...
The Best Estate and Financial Planning Topics of 2009 - 1/12/2010 - Towson: This event has been pre-approved for CE credit by the CFP Board. The experienced practitioner is always looking to learn the latest issues and techniques in the arena of estate and financial planning. This course presents, in a day, the best of...
Planning For College Costs - 1/20/2010 - Towson: This event has been pre-approved for CE credit by the CFP Board. Don't assume your client does not qualify for financial aid. Planning opportunities exist regardless of your client's income levels. This program prepares you to advise your clients...
Estate and Financial Planning for the Baby Boomer Client - 6/10/2010 - Columbia: This event has been pre-approved for CE credit by the CFP Board. The range of estate and financial planning issues with regard to the baby boomer generation is vast. This course takes a fresh look at the problems you may encounter in planning for...
Complete Guide to the Preparation of Form 1041 - 6/23/2010 - Bowie: This event has been pre-approved for CE credit by the CFP Board. Tax compliance issues for fiduciary entities are sometimes confusing to a practitioner due to the fact that many practitioners lack experience in this area. This course provides you...