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Please sort based on type of credits you would like to earn. Be sure to watch video in it’s entirety, review handouts and take the quiz listed under the program by clicking the “Take Quiz” button.
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Tax Planning
NID2009
What Clients Need To Know When Changing Their Residency
Speaker Name: Joe Endres
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices
In this webinar, which featured tax attorney Joe Endres, we addressed applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. Joe also identified the practices most states use to determine if a taxpayer has "truly" changed their residence.
Click link below to download the pdf related to webinar.
Paper
45 Slides
324823
C26626
Estate Planning
NID2008
What Financial Planners and CPAs should know about Trusts and Estates
Speaker Name: Bob Keebler
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices
Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics, diving into the intricate world of trusts and estates.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.
Click link below to download the pdf related to webinar.
324824
C26625
Tax Planning, Retirement Savings and Income Planning
NID2007
How To Avoid The Top 10 Costly IRA Mistakes
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices
Retirement account balances hit a record high, reaching $36.7 Trillion in the Second Quarter of 2023. This increased balance is excellent news for retirement account owners and their beneficiaries.
Click link below to download the pdf related to webinar.
Paper
51 Slides
324825
C26627