by Jeremy Rigsbey | Apr 10, 2026
Estate and trust administration is a growing part of a CPA’s practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA’s role as a key member of the administration team. Learning Objective:At...
by Jeremy Rigsbey | Apr 10, 2026
As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the...
by Jeremy Rigsbey | Apr 10, 2026
The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals.Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner incharting alternatives and...
by Jeremy Rigsbey | Apr 10, 2026
This course focuses on the tax implications and planning opportunities following a client’s passing. It provides strategies for effective tax management and optimization for estates, addressing key considerations such as valuation methods, basis adjustments, and...
by Jeremy Rigsbey | Apr 10, 2026
Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential...
