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    Income Shifting - Audio

    Audio Outright gifts to children, LLC and partnership gifts, gifts to non-grantor trusts for family, QSSTs, distributions from existing trusts, thereby avoiding the higher tax brackets and NIIT
    Published on November 13, 2013

    Income Shifting - Handout

    Presentation Outright gifts to children, LLC and partnership gifts, gifts to non-grantor trusts for family, QSSTs, distributions from existing trusts, thereby avoiding the higher tax brackets and NIIT
    Published on November 13, 2013

    What CPAs Must Know to Advise Clients on Health Care

    Article This story covers the highlights from a recent webcast presented by Ted Sarenski about the Affordable Care Act and how it affects estate and financial planning.
    Published on February 05, 2014

    The Domestic Asset Protection Trust Combining It With Double LLC

    Audio Asset protection has become one of the hottest areas of practice for estate planners.  In this recording you will find out which states have the leading Domestic Asset Protection Trust laws and why.
    Published on October 31, 2012

    The Domestic Asset Protection Trust Combining It With Double LLC

    Webcast The Domestic Asset Protection Trust has become one of the leading asset protection vehicles. In this web seminar, you will learn why Domestic Asset Protection have become so popular.
    Published on October 31, 2012

    The Domestic Asset Protection Trust Combining It With Double LLC

    Presentation Asset protection has become one of the hottest areas of practice for estate planners. In this web presentation, you will learn which states have the leading Domestic Asset Protection Trust laws and why.
    Published on October 31, 2012

    CPA/PFS Perspectives on Retirement Planning The Next Phase of Life

    Article Highlights of the presentation “Retirement Planning: The Next Phase of Life,” which is part of the PFP Division’s “CPA/PFS Perspectives” webcast series.
    Published on November 19, 2013

    Personal Financial Specialist Credential Committee

    Objectives or Roster Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members.
    Published on April 07, 2014

    2013 Planning After ATRA The CPAs Guide to Financial and Estate Planning

    Webcast Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients now.
    Published on August 15, 2014

    Elder Planning Task Force

    Objectives or Roster Learn about the Elder Planning Task Force's objective and members.
    Published on April 07, 2014

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