Best High-Powered Tax Planning Strategies for Increasing Wealth
With fully coordinated planning techniques, you can increase your client's cash flow and protect his or her assets while reducing income and estate taxes. Earn up to 16 CPE credits.
Financial and Tax Planning for High-Income Clients
Develop strategies for newly acquired wealth, wealth transfer and asset protection — and earn up to 10 CPE credits.
Retirement Distribution Practice Aids
A download collection of letters, forms, checklists and related guidance in Word and PDF format.
Tax, Healthcare and Asset Protection for Aging Clients
Find strategies for transferring assets in order to protect them, and guidance on income, gift, estate and trust tax issues. Earn up to 9 CPE credits.