The idea of auditing a 401(k) plan can seem daunting and intimidating to some. In addition, as it is essentially a compliance requirement, few plan sponsors see much value in the audit. This OnDemand Webinar will explain in depth what is involved in the audit of a 401(k) plan. Gain insight into the...
A Primer on International Estate Planning
Individuals are increasingly “international” today – especially wealthy ones. More and more clients work or study abroad, own property in more than one country, find their spouses abroad and qualify as citizens or residents of multiple nations. All of this can subject clients to the competing property,...
A Tax Primer on Real Estate Investment Trusts
More than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This OnDemand webinar will provide an introductory summary of the tax requirements REITs face in their formation and ongoing...
An Introduction to L3Cs: Low-Profit Limited Liability Companies
The current state of the economy has left many charities and businesses, all with great intentions, struggling for financial support. These organizations need to re-evaluate their business models to successfully adapt in this economic climate.
This OnDemand Webinar will provide advisors and business...
Basics of Trust Administration
This OnDemand Webinar will provide an overview of basic principles of trust administration under U.S. law, including powers and duties of trustees; relations with beneficiaries; removal and replacement of trustees; the use of directed trustees, protectors and investment managers, etc., to “slice and...
Circular 230 Update and Practitioner Regulation: Expansion of Scope and Clarifications
Tax preparers and advisors are increasingly burdened with expanded regulation and penalty exposure for themselves and their firms or institutions. Tax departments have moved from being a profit center to being a center for risk management. This OnDemand Webinar will help you understand the current requirements...
Conservation Easement Tax Incentives
In the current challenging economic conditions, capital remains difficult for individuals and businesses to obtain to meet their working capital and business expansion needs. However, many businesses are unaware that they may already be holding valuable tax assets that can be utilized to generate positive...
Current Issues in Revocable Living Trusts
Revocable living trusts are a foundation of many estate plans. The use of a revocable living trust generally provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a revocable living trust...
Current Issues in Revocable Living Trusts
Revocable living trusts are a foundation of many estate plans. The use of a revocable living trust generally provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a revocable living trust...
Current Tax Implications of Repositioning Real Estate
In a declining real estate market, more building owners and developers are concerned about the tax consequences associated with foreclosures, deeds in lieu of foreclosure, short sales and debt restructuring. Often, the tax consequences associated with these transactions can be difficult to determine....
