self study

Premium Plus Content - $25 per credit for CFP Submittal and/or $25 per credit for IAR CE Submittal

Premium Plus Content - $25 per credit for CFP Submittal and/or $25 per credit for IAR CE Submittal

Premium Plus Content - $25 per credit for CFP Submittal and/or $25 per credit for IAR CE Submittal

This webinar featured attorney Jeremy Curtis, JD, MS, CFP® of The Curtis Law Firm, PLLC (Houston, Texas), through a dynamic and visually engaging presentation covering essential estate planning topics: Estate Planning 101, Expanding Your Practice with Estate Planning, and Advanced Estate Planning Essentials.

In this webinar, nationally renowned estate planning attorney Alan Gassman, Esq. covered both simple and complicated Charitable Remainder Annuity Trusts ("CRATs") and Charitable Remainder Unitrusts ("CRUTs"), as well as Flip NIMCRUTs, which can be used very effectively for income tax planning purposes.

In this webinar, Kevin J Brady, CFP®, and Larry Pon, CPA, AEP®, talk about restricted stock units (RSUs). RSUs are a common form of compensation granted by employers to key employees. In this webinar, Kevin and Larry  discussed how RSUs work, vesting schedules, key terminology, and how they compare to other forms of equity compensation. 

In this webinar presented by Dale Krause, J.D., LL.M., a nationally recognized elder law attorney, this comprehensive webinar dove into the critical aspects of planning for long-term care, focusing on the financial strategies and legal tools available to manage the high costs associated with nursing home care. 

Elder fraud expert Liz Loewy from EverSafe led a webinar discussing the rise of scams targeting older adults, including romance scams, cryptocurrency fraud, and impersonation schemes. She outlined the most prevalent scams, shared preventive measures, and provided resources to help families, caregivers, and professionals protect themselves and their loved ones.

In this webinar, Paul Hamann, a leader in the field of compensation, reviews key court cases, IRS guidelines, preparer penalties, and some of the obscure weapons the IRS has put in place regarding reasonable compensation for S corps. Paul bunked common myths on how reasonable compensation should be calculated and replaced it with facts and methodologies that the IRS relies on.