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Products tagged with 'tax'

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Elder Law Planning with Retirement Benefits

P9007-19E-02
Understand the basics of retirement benefits and relevant tax issues specific to planning with retirement assets in an elder law context.
$80.00

Estate Planning for the 99%

P1904-19U
Do most of your clients have estates worth less than $4M? If so, this program is for you. It covers issues that are more common for those estates unaffected by current tax laws.
From $300.00

I'm Middle-Class; Why Do I Need to Worry About Estate Taxes?

P1904-19E-05
Learn how to plan for the risk that the Illinois estate tax might be assessed, even when the risk is a possibility rather than a probability. Consider several applicable estate planning techniques which will help reduce or eliminate the imposition of the Illinois estate tax for couples who have accumulated over $4.0 million of combined assets (including house, retirement benefits, life insurance, etc.). Understand portability under the federal estate tax.
$80.00

Planning for the Transition of Family Owned Businesses & Farms

P1904-19E-03
Understand the estate planning techniques and tools that can be used to transition a family owned business or farm to a spouse, children and more remote generations.
$60.00
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