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Live Stream Certificates

62nd Annual HTI Anywhere CE Certificates

Recent Developments and Current Trends (62nd)

Under the Surface: Navigating Family Dyn.

The Nonprofit Power Hour

Trump 2.0: The One Big Beautiful Bill Act

The Future of Money and Wealth Being Created

Client Wealth Scams and Ethical Considerations

IRS Enforcement Target List

Celebrity Estate Showdowns

The INSECURE Acts of 2019 and 2022

Recent Developments & What IRS/Tax Court Say

The Great Unknown

International Tax and Wealth Transfer Planning

Addressing the Wealth Transfer Needs

Cryptocurrency: You Can Run But You Can't Hide

Protecting Sandcastles at High Tide

Family Office Philanthropic Compliance

"Can I Just DocuSign It?"

Live Stream CE Certificates

529 Plans

Attacking and Defending Trustees

Business, Legacy & Taxes: Closely Held Businesses

Cross Border Tax Planning

Current Developments in Charitable Giving

Designing Irrevocable Trusts to Protect Assets

Distributions from Retirement Accounts

Exploring the Fiduciary's Duty to Invest

FBAR Reporting

Impact of Grief in Wealth Transfer Strategies

Foreign Trusts and Gifts

43 of the Best Creative Tax Planning Ideas

Strategies to Address Income Tax Situations

Property/Casualty Coverage for Assets

IRS Target List - Avoiding Audit

Estate and Income Tax Trade offs

The Modern Art of Delegation

Tension

Next-Gen Planning

No Good Deed Goes Unpunished

Joint Spousal Trusts in Today's Strategies

How Interest Rates/Slow Growth Change Planning

Planning for Privacy in a Public World

Planning Techniques for the Ultra High Net Worth

QSBS: Quest for Quantum Exclusions

Developments Facing Wealth Transfer Advisors

Threats to Your Clients Wealth and Safety

Benefits and Pitfalls of Gifts of Art

Starting/Maintaining/Growing a Small Planning Practice

Gifting Real Estate to Nonprofits

Converting Grantor Trusts to Nongrantor Trusts

Tax Efficient Investing

Taxation of Cryptocurrency and NFTs

Promissory Notes During Life and After Death

Charitable Giving, Private Foundations and DAFs

Time to Revisit Your Clients Choice of Entity

Taxpayer Advocate Service

How to Read and Critique an Appraiser's Appraisal

How to Plan and Administer Digital Assets

When Aggressive Tax Planning is Criminal

Where Purpose Meets Planning

Electronic Estate Planning and Wealth Transfer Docs

IRS Interviews of Taxpayers

Bending the Arc of History Towards Justice

Current Developments and Trends in IRS Audit

How a Perfect Estate Plan can Harm Loved Ones

Recent Developments Affecting Retirement

Issues Involving Celeb Rights of Publicity

Protecting Your Families Wealth Transfer Strategy

Washington D.C.'s Tax Law Changes & Development

Defending the Valuation

60th Annual HTI Anywhere CE Certificates

Selected Recent Developments and Current Trends in Wealth Transfer Planning

Your Emergency Escape Kit: Planning for Financial Uncertainty

Update on Tax Exempt Organizations and Charitable Giving

R-E-S-P-E-C-T, Find Out What My Will Means to Me

Those Gnarly Elections - Don't Get Caught Looking In the Rear View Mirror

Understanding the Sandbox That All Wealth Transfer Advisors Play In

Planning, Audit and Litigation: Using Valuation Discounts to Transfer Wealth

QSBS: Quest for Quantum Exclusions (Queries, Qualms, Qualifications & QOZ)

Transferring Wealth for the Middle Rich

AI and the Application of Professional Services

From Death to Distribution - Federal Tax Requirements and Potential Contributions

Asia and U.S. Cross Border Wealth Transfer Planning

Planning for Retirement Benefits After SECURE Act and Proposed Regulations

Tax Issues You Might Not Think About When Planning a Wealth Transfer Strategy

Divorcing the Highly Planned Family: Addressing Irrevocable Trusts

Employee Retention Credit Audits and Investigation - The Tsunami is Coming

In Sickness and in Health: Advance Health Care Directives and the New UHCDA

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