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.

Proactive estate planning can benefit all clients by ensuring their assets and finances are properly taken care of after their death. Without the proper planning and documents, probate court may lead to unintended distribution of assets. Estate planning also involves giving permission to family members or an attorney to carry out your wishes if you become incapacitated while still alive.

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.

This course, designed by financial educator Ilene Slatko, is designed to provide you with the proper training, to include practical guidance for communication that ensures suitable guidance and product recommendations for the senior client, especially those with diminished cognitive capacity. 

This course will provide insight and guidance on the methods and structures for Advisory Fee schedules. It includes draw backs and benefits of different methods. It includes what the regulations and rules require along with the duties owed customers.

This course has been designed to provide a deep dive into modernized rules that govern investment adviser advertisements and payments to solicitors as it relates to marketing.