self study

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.

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.

In this webinar, estate planning attorney Eido Walny examined the common mistakes made by recently deceased celebrities and illustrated how these mistakes could have been avoided. Without a doubt, you will see these errors reflected in the planning done by your everyday clients, as well.

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.

In this webinar, Larry Pon, CPA explained how 529 college savings plans offer several tax-related benefits, from tax-deferred growth to tax-free withdrawals for qualified expenses to gifting opportunities (including Dynasty 529 plans). Now, with SECURE 2.0, there is an opportunity to rollover unused monies from a 529 plan to a Roth IRA.

In this webinar, college financial aid guru Mark Kantrowitz explained the latest updates to the Free Application for Federal Student Aid (FAFSA), that includes the introduction of the Student Aid Index. With the replacement of the previous Expected Family Contribution (EFC) model, many families are left wondering how this shift will impact their financial aid eligibility.

In this webinar, Dr. McCoy described financial anxiety by differentiating financial anxiety from financial stress. Practitioners were provided with insights on how to reduce both financial anxiety and stress in themselves and their clients.

This session featured Bob Keebler, CPA reviewing how the new regulations related to the SECURE Act are structured, flowcharts to distill the new rules to common practical situations, nuisances to the new 10-year rule, planning for the surviving spouse and planning to capture the exceptions to the new 10-year rule.

Parents with special needs children have many challenges to address, to include how do they ensure their child receives adequate care for the long-term.