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Tax Planning
CREDIT HOURS: 2
CE Credit Type
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.
Estate Planning
CREDIT HOURS: 2
CE Credit Type
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.
Tax Planning, Retirement Savings and Income Planning
CREDIT HOURS: 2
CE Credit Type
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.